Introduction to Quick Actions

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Church360° has added a new feature to make the user experience more efficient.

About Quick Actions

Quick Actions is a new feature in Church360° that allows you to quickly jump to common tasks from anywhere on your site without navigating through menus.

There are two separate Quick Actions tools, Quick Actions and Ledger Quick Actions.  This article describes the Quick Actions tool for People, Events and Attendance, and Offerings, and can be accessed as described below from anywhere but the Ledger portion of the software.

Accessing Quick Actions
  1. Log in to your Church360° site.
  2. Press the keyboard shortcut:
    Ctrl + Shift + S
    (Hold down Ctrl and Shift, then press the S key.)
  3. A Quick Actions box will appear on your screen.
Available Tasks in Quick Actions

From the Quick Actions box, you can quickly perform these tasks:

  • Add Person – Create a new person record in your database.
  • Add Offerings – Record offerings for your congregation.
  • Add Attendance – Track attendance for events or services.
  • Add Event – Schedule a new event on your calendar.
Tips
  • You can access Quick Actions from any page on your Church360° site except for inside the Ledger module, which will bring up the Ledger Quick Actions tool instead.
  • Use this feature to save time and avoid navigating through multiple menus.

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