Quick Add

Press R to create a record in another workspace without leaving the current view.

Quick Add creates a record without leaving your current view. Enter a record name, then select its workspace and list.

Open Quick Add

  • Keyboard: Press R when no record is open and the cursor is outside a text editor.
  • Menu: Select Create record from the top-bar create menu.

Create a record

  1. Open Create Record.
  2. Enter the record name.
  3. Select a workspace that you can access.
  4. Select the destination list.
  5. Select Create Record. Blue creates the record and closes the dialog.

Create Record dialog with name field, workspace picker, and list picker

You remain in your current view. Open the new record to add custom fields, a description, checklists, or comments.

Creation rules

  • You need create record permission in the destination workspace.
  • Workspaces where you cannot create records are disabled in the picker.
  • Workspace default fields apply to the new record.
  • Record-creation automations run.