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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:
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:
Add New Client
Add New Invoice
Add New Estimate
Create New Project
Add New Task
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.
Click “+” → Select “New Invoice”
A modal or form opens right away
Fill in:
Client
Invoice date
Due date
Items or services
Tax and totals
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
If a role does not have access to "Invoices", for example, the “Create Invoice” option won't appear for them.
Tips for Power Users:
Use the quick action button as your shortcut hub instead of navigating via the sidebar
For time-tracking users, logging time is much faster through Quick Actions
Combine with keyboard shortcuts (if enabled) for even faster navigation
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- 📤 Estimates, Proposals & Contracts.
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- 🧲 Leads & Sales
🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
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All queries: Sales @ Britixo.com
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