How to Use the Quick Actions Menu in Britixo Practice Management Software?
The Quick Actions Menu helps you access key functions instantly — from anywhere in the system. It’s designed for speed, letting you create clients, tasks, invoices, and more in just two clicks.
A. Accessing the Quick Actions Menu:
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Log in to Britixo
Visit https://britixo.com/app/login and sign in. -
Locate the “+” Icon
At the top-right corner of your screen, you’ll see a “+” (plus) icon — this is the Quick Actions button. -
Click the “+” Icon
A dropdown will appear with a list of available quick actions.
B. Available Quick Actions
From this menu, you can instantly perform actions such as:
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Add New Client -
Add New Invoice -
Add New Estimate -
Create New Project -
Add New Task
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Add New Ticket -
Log Time Entry -
Add New Proposal -
Upload File
The available actions may vary depending on your user role and module access permissions.
C. Using a Quick Action Example: Create a New Invoice.
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Click “+” → Select “New Invoice”
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A modal or form opens right away
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Fill in:
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Client
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Invoice date
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Due date
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Items or services
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Tax and totals
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Click Save — and you’re done without leaving the current page
D. Customising Quick Actions (Admin Only):
Admins can modify access to certain modules via:
Setup → Staff → Roles → Permissions
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If a role does not have access to "Invoices", for example, the “Create Invoice” option won't appear for them.
Tips for Power Users:
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Use the quick action button as your shortcut hub instead of navigating via the sidebar
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For time-tracking users, logging time is much faster through Quick Actions
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Combine with keyboard shortcuts (if enabled) for even faster navigation