Quick Actions are one-click shortcuts to the tasks you do most often - booking leave, viewing your payslip, checking your bank details - without navigating into the full product.
Your Quick Actions tile row shows your pinned actions. You can search for any available action across your products and personalise which ones appear in your tile row.
Complete a Quick Action
1. Open Navigator.
2. Find the Quick Actions tile row or tab near the top of the screen.
3. Click the tile for the task you want to complete.
4. The action opens immediately - complete it and you are done.
Find a Quick Action not in your tile row
1. Click the search bar inside the Quick Actions area.
2. Type what you are looking for - for example, book leave or payslip.
3. Click the matching result to launch it.
🤓 Tip: Quick Actions also appear in Evo's global search bar. Type a task name from anywhere in Evo and matching Quick Actions show up in the results.
Personalise your Quick Actions tile row
User’s can personalise what quick actions they want to appear by default on their Navigator screen, giving them instant access to their most widely used quick actions.
1. Open Navigator and go to the Quick Actions area.
2. Click the settings icon next to the tile row.
3. Browse the available actions and select the ones you want to pin.
4. Click Save. Your tile row updates immediately.