Shortcuts to get things done faster

Add a person, task, deal, or note from anywhere in Grove without leaving the page you're on.

Grove gives you three quick ways in: the quick actions menu, the search bar, and a couple of keyboard shortcuts.

Quick actions menu

1. Find the green button in the top right of any section (for example + Person in People, or + Goal in Reports).
2. Select the arrow on the right side of the button.
3. Choose from Actions: New Chat, Add Person, New Note, Add Task, Add Deal, or New Campaign.

Search and jump to

Select the magnifying glass at the top of the left sidebar, or press Ctrl+K (Cmd+K on a Mac). Before you type, the menu lists Actions: Add Person, Add Task, Add Deal, and Add Note. Select one, or start typing to search.

Keyboard shortcuts

Good to know

• The Ask Grove bar at the bottom of the screen is another fast way to get things done. Ask it in plain language.