Rearrange and edit the quick actions menu to make it easier to find what you need.

Editing quick actions allows:

• Moving most used quick actions up top.
• Renaming a quick action to make it easier for staff to identify.

Steps:

1. Click Quick Actions.

2. Click the edit button (pencil icon).

3. Click and hold the drag handle (six dot icon), then move the quick action to the position you would like on the menu.

4. Click the orange edit button (pencil icon) next to a quick action to make any desired changes.

5. Edit the title and subtitle.

6. Click Save.

7. When finished editing quick actions, click the save edits button (pencil with slash icon).