How to Navigate Vitally

Navigating Vitally with 'Quick Jump' and other Shortcuts

Getting to your Settings is via your logo on the top left. Once you select your logo, you'll get a dropdown with your options of:

Home
Settings
Help
Invite Team members (not available for all roles)
Logout

Vitally Settings

You'll find Personal Settings, Templates, Organization settings, Customer Management, Data Management, or Activity items under Settings.

This is where you can edit sending windows, build templates, edit billing information, create Playbook automations, Categories, manage/configure Integrations, and many other actions. Below, you'll see all the options you'll see as an Admin. If you are an observer or a teammate, your settings menu will be significantly shorter. Find out more about roles HERE.

Vitally Help

The Help option in the drop-down gives you these available options:

Help Center is where our documentation lives.
Status page keeps you update to date on any incidents affecting Vitally's performance
Quick Jump allows you to teleport anywhere in Vitally
Chat opens up a chat box to chat with the Support Team
Blog is where you can browse product updates, industry insights and more
You can view/follow us on Twitter!
Email success@vitally.io if you have questions for the Vitally CS Team

Quick Jump

Quick jump allows you to transport to easily around Vitally without having to click around too much. You can easily get to places like:

Integrations
Lifecycle Tracking
Segments
Indicators
Playbook Automations
Settings
Etc...

You can open the quick jump window with specific keyboard shortcuts:

Mac: ⌘ + j
Windows: Alt + j

The help menu also has a link to open Quick Jump:

Global Create a New Button

You'll see a + Create New button on the bottom left of the panel. Simply clicking on the menu lets you skip navigating to settings and immediately start creating! Here you can create:

Notes
Tasks
Start Conversation
Create Project
Create Doc
Create Playbook Automation
Create Success Metric
Create Element
Invite Teammate (if you use SSO, you are unable to use this option)
Create Account
Create User

Global Search

You can use the Global Search to find a variety of objects in Vitally! Easily find customers and their activity to quickly navigate to important information.

In Global Search you can search for:

Organizations, Accounts, Or Users
- Searching for hierarchy will also pull up Users, Notes, and Conversations under each
  - For example, searching for a note's parent (either by external id or name) will also return notes in Global Search results
Activity such as Tasks, Projects, Notes, Conversations
- Search for notes by subject or bodies
Hub Views
Custom Objects

Vitally Shortcuts

Shortcuts in Activity

There are a number of shortcuts in Vitally to help you ensure that you can format your messaging. Below is a list of all commands you can use within Notes, Tasks, or Docs (some of these are applicable to conversations as well):

Dash (-) + Space: Creates a bullet point
One hashtag (#) + Space: Add this before already written text to convert it to Heading 1
Two Hashtags (##) + Space: Add this before already written text to convert it to Heading 2
Three Hashtags (###) + Space: Add this before already written text to convert it to Heading 3
Backslash (/): Gives you a list of
- Text formatting such as headings and text
- Bullets
- Embed images, files, or online media
- Add a section
- Embed a task or project
- Embed Account Card
Curly Bracket ({): Add Organization or Account level variables

Vitally KeyBoard Shortcuts

There are a number of other shortcuts to more efficiently get somewhere or create a new activity. Below is a list of shortcuts to efficiently work in Vitally: