How to Navigate Vitally
Navigating Vitally with 'Quick Jump' and other Shortcuts
Wondering how to configure something in Vitally? For example, not sure where to find our "Health Scores" feature? No sweat - open our Quick Jump window and search for whatever feature or configuration option you are looking for!
You can open the quick jump window with specific keyboard shortcuts:
- Mac:
⌘ + j - Windows:
Alt + j
The support menu in the bottom left also has a link to open Quick Jump:
Another way to quickly access key features from anywhere in Vitally is by using the Global Create button at the top left of Vitally's UI:
Simply clicking on the menu allows you to skip navigating to settings, and immediately start creating!
Vitally's text editor - found in places like Notes, Conversations, Tasks, and Projects - has a few shortcuts of its own!
- Highlight text to format and add hyperlinks
- Use the
/command to add inline formatting and content like images - Use the
@command to mention a teammate and send them a notification - Use the
{to add a variable in Conversations and Projects i.e. First Name, Account Name, Renewal Date, etc.
The workflow to get to your Settings is now via your logo on the top left. Once you select your logo you'll get a dropdown with your options:
- Home
- Settings
- Help
- Invite Team members (not available for all roles)
- Logout
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 playbooks, categories, manage/configure integrations, and many more other actions. Below you'll see all the options you'll see as an Admin. If you are a non-admin, your settings menu will be significantly shorter.
Help is where you can find the Help Center, Status page, Quick Jump, Chat, Blog, Twitter, Email ([email protected]).
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 insightsm and more
You can view/follow us on Twitter!
Email [email protected] if you have questions for the Support Team
Wondering how to configure something in Vitally? For example, not sure where to find our "Health Scores" feature? No sweat - open our Quick Jump window and search for whatever feature or configuration option you are looking for!
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:
On the bottom left of the panel, you'll see a + Create New button. Simply clicking on the menu allows you to skip navigating to settings, and immediately start creating! Here you can create:
- Notes
- Tasks
- Start Conversation
- Create Project
- Create Doc
- Create Playbook
- Create Success Metric
- Create Element
- Invite Teammate (if you use SSO, you are unable to use this option)
- Create Account
- Create User
Last modified 1mo ago