Customize the Quick access toolbar

The Quick access toolbar provides easy access to perform common actions, regardless of which view you are currently in. Customize the Quick access toolbar to include the buttons for the actions that you use the most.

The Quick access toolbar is placed either in the top left corner of the Schedules module window or just below the ribbon bar.

Prerequisites

  • You have the Schedules permission.

Page location

Client > Schedules > Open schedule

Procedures

Move the Quick access toolbar

  1. Click the small arrow button in the Quick access toolbar.
  2. Select Place Quick access toolbar above/below the ribbon.

Customize the Quick access toolbar

  1. Click the small arrow button in the Quick access toolbar.
  2. Select Customize Quick access toolbar.
  3. Select from which tab to add commands, Home tab or Chart tab.
  4. Select commands in the left field and click Add to add them to the Quick access toolbar.
  5. To change the order of the commands the toolbar, select a command in the Quick access toolbar field to the right and use the arrows to move the command up or down in the list.
  6. Click OK.

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