Using Dashboard Search and Quick Actions

Use Case Search and Quick Actions to reach common work areas from your dashboard.

Search for a case or subject

Find the Case Search widget.
Enter a search term.
Select Cases or Subjects.
Select Search.
Review the results in the destination list and open the appropriate record.

The widget passes your search to the relevant list. Case search opens the case list available to your access level, which may be My Cases. Subject access is still governed by your role. Enter a search term before submitting.

Use a quick action

New Case: opens the new-case workflow.
New Activity: takes you to activity management to add a task or event.
New Expense: starts an expense entry in My Expenses.
Create Invoice: takes you to the invoice area to continue billing work.

Only actions permitted for your role appear. Selecting a shortcut does not by itself create a completed record; finish the destination workflow and save or submit it there.

If a shortcut is missing

Check whether the widget is on another dashboard tab. Users with Customize Dashboard can add available widgets through Dashboard actions > Add Widgets. Ask an administrator to review permissions if you need access to an action.