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Use the quick actions strip

Atlas Verified help: DN-004

Summary

The quick actions strip shows dashboard cards for frequent create flows.

Before you begin

  • Signed in on the dashboard; plan allows the action (BC-011).

Steps

  1. Open Dashboard.

  2. Find the quick actions row (action cards below the header).

  3. Click a card (e.g. Add Shipment, Add Private Supplier, Upload document, Request Verification).

  4. Complete the dialog that opens (same flows as the sidebar create menu).

  5. Confirm the success toast and new record in the relevant panel.

Expected result

The create dialog closes and the list or detail panel shows the new item.

Tips

  • Customize which cards appear via the quick actions settings modal (Save after editing selection).

  • The sidebar create chevron offers the same actions.

Common issues

  • Card missing β€” Hidden by layout preset (DN-002) or plan limits (BC-011).

Related articles

  • SH-002

  • SU-003

  • DO-002

  • VF-002

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