| Quick Launch | 
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 How to Access
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The Quick Launch pane provides access to all programs/actions in the application via the Search Actions box, and provides one-click access to your recent and frequently used actions. You can pin and organize actions so that your frequently used actions are always available. You can resize the contents of the Quick Launch pane using the zoom feature.
- Home
- Search Actions
- Pinned Actions and Recent Actions
- Pinned Matters and Recent Matters
- Organizing Actions
- Application Toolbar
- Auto Hide Quick Launch
Note: The Esc key cannot be used to close the Quick Launch pane.
The Home link opens the Home Page, or brings it back into view if it is not currently visible. This can also be done by pressing Alt+Home.
The Search Actions box is available at the top of the Quick Launch. The Search Actions box is used to find actions in the current application. Actions consist of various programs and reports. As you enter characters in the box, a list of possible choices including the characters entered will be displayed, allowing you to easily select an action to launch. For example, searching for “check” will include Check for Updates and Data File Integrity Check in the list of options. In addition to the program names, common acronyms and alternate references are included. For example, searching for “attorney” in Tabs3 will include all references to “timekeeper” in the list such as Timekeeper Information, Timekeeper Productivity Report, etc.
Once an action is selected, the action is launched and the action is added to the top of the Recent Actions list.
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The X button is used to clear all text from the Search Actions box making it easy to enter new search text. The X button is only displayed when there is text entered in the Search Actions box. |
Tip: You can instantly access the Search Actions box by pressing Ctrl+Q.
Pinned Actions and Recent Actions
Lists of Pinned Actions and Recent Actions are maintained for each user, allowing users to quickly access the programs and reports they use most.
The last ten actions run in the program will be displayed in a Recent Actions section on the Quick Launch pane. The most recent actions are always added to the top of the list. Clicking any of these actions will open the associated program or report, as well as move the action to the top of the list.
Any item shown in the Recent Actions section can be pinned by hovering over the item and clicking the 
icon. Pinned actions are removed from the Recent Actions section and added to the bottom of the Pinned Actions section.
Items in the Recent Actions section can be removed from the list by hovering over the item and clicking the 
icon. However, when that action is accessed again, it will be added to the top of the Recent Actions list.
Any item shown in the Pinned Actions section can be unpinned by hovering over the item and clicking the 
icon. Unpinned actions will be removed from the Pinned Actions section and added to the top of the Recent Actions.
You can reorder items in the Pinned Actions section.
A number of actions are pinned by default.
Pinned Matters and Recent Matters
Lists of Pinned Matters and Recent Matters are maintained for each user, allowing users to quickly access the matters they use most. This displays the Client ID, Client Name of the client contact, and Work Description of the matter.
The Recent Matters section on the Quick Launch pane displays a list of the 5 most recent matters for this user. The most recent matters are always added to the top of the list. Clicking any of these links will open the Matter Manager for that matter.
Any item shown in the Recent Matters section can be pinned by hovering over the item and clicking the icon. Pinned actions are removed from the Recent Matters section and added to the bottom of the Pinned Matters section.
Items in the Recent Matters section can be removed from the list by hovering over the item and clicking the icon. The next most recent matter will be added to the bottom of the list. However, when the removed matter is accessed again, it will be added to the top of the Recent Matters list.
Any matter shown in the Pinned Matters section can be unpinned by hovering over the item and clicking the icon. Unpinned matters will be removed from the Pinned Matters section and added to the Recent Matters list.
You can reorder items in the Pinned Matters section.
No matters are pinned by default.
Organizing Actions and Matters
Each user organize their actions and matters as they see fit.
The Pinned Actions, Recent Actions, Pinned Matters, and Recent Matters sections can be expanded or collapsed to show the list for that section by clicking the arrow button next to the group title. A 
icon on the left side of the section title indicates that clicking the icon will collapse or hide the contents of that section, whereas a 
icon on the left side of the section title indicates that clicking the icon will expand or show the contents of that section.
The four sections can be reorganized within the Quick Launch pane by dragging and dropping the section title. Note that the Home link, the Search Actions box, and the Application Toolbar cannot be moved.
To move a section to a different location
- Move the mouse pointer over the section header.
- Drag the item to the desired location.
- Release the pointer.
- The section will be displayed in the new position.
Items in the Pinned Actions and Pinned Matters sections can be reordered within the same list by dragging and dropping the item.
To move a pinned action or matter to a different location
- Move the mouse pointer over the action or matter until it is highlighted.
- Drag the item to the desired location in the same section.
- Release the pointer.
- The action or matter will be displayed in the new position.
Note: Items in the Recent Actions and Recent Matters sections cannot be reordered.
The Application Toolbar is shown at the bottom of the Quick Launch pane. This toolbar cannot be turned off or moved.
The Quick Launch pane also features an Auto Hide mode, which hides the pane from view until it is needed. Auto Hide mode features the following buttons:
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Quick Launch | The Quick Launch button indicates the current position of the hidden Quick Launch pane. Moving your mouse over this button will cause the Quick Launch pane to slide into view, allowing you to use it as needed. Moving your mouse off the button or off the Quick Launch pane will cause the pane to hide itself again. Likewise, clicking the Quick Launch button will cause the Quick Launch pane to slide into view. To hide the pane again, click anywhere outside the Quick Launch pane. |
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Auto Hide Disabled | The Auto Hide Disabled button (i.e., the vertical pushpin) is located in the upper-right corner of the Quick Launch pane, and indicates that Auto Hide mode is disabled. In this mode, the Quick Launch pane is "pinned" or docked to the application window. Clicking this button will enable Auto Hide mode and cause the Quick Launch button to appear in place of the Quick Launch pane. |
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Auto Hide Enabled |
The Auto Hide Enabled button (i.e., the horizontal pushpin) is located in the upper-right corner of the Quick Launch pane, and indicates that Auto Hide mode is enabled. In this mode, the Quick Launch pane is "unpinned" or hidden from the application window. Clicking this button will disable Auto Hide mode and cause the Quick Launch pane to return to its fully viewable docked position. |
| See also: | Knowledge Base Article R11779 - Troubleshooting Home Page, Quick Launch, and Recap of Hours |
| Navigating Through the Tabs3 Software Training Video |
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