---
url: /technical/shortcuts.md
description: >-
  Shortcuts organise model objects - Workviews, Processes, Cards, and more -
  into folders, so related tasks can be grouped together for quick access.
---

# Shortcuts

Shortcuts let you organise model objects into folders, independent of where those objects actually live in the model. They're most useful for grouping a set of tasks that belong together operationally but span different object types - a month-end close, for example, might involve updating a Workview and then running a Process. A Shortcuts folder can group both together under "Month End," even though a Workview and a Process otherwise live in entirely different sections of the model.

## Creating a folder

Open **Shortcuts** (under Reporting in the model's navigation panel), then click **New Folder**.

![The New Folder dialog, annotated to show the Folder Name box](/short-cut-folder-creation.png)

## Adding an object to a folder

From the object's own list (Workviews, Processes, Cards, and so on), open its **Manage** menu and choose **Create Shortcut**.

![A Workview's Manage menu, annotated to show Create Shortcut](/short-cut-workview-add.png)

This opens a File Explorer for picking which Shortcuts folder the object should be placed in.

![The File Explorer dialog, annotated to show the folder list and Select Folder](/short-cut-workview-add-modal.png)

## Using a folder

Back in Shortcuts, the folder lists every object added to it, regardless of type - a Process and a Workview can sit side by side in the same folder if that's how the underlying task is organised.

![The Month End folder open in Shortcuts, annotated to show the breadcrumb and the Workview shortcut inside it](/short-cut-folder-review.png)