How to Navigate Vitally

Navigating Vitally with 'Quick Jump' and other Shortcuts

Account Logo Menu Drop-Down

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 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

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:

  • Tab N: Create new note

  • Tab T: Create new task

  • Tab C: Create new conversation

  • Tab P: Create new project

  • Tab D: Create new doc

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