Pro tips
Short tips that save time in Superwise, such as keyboard shortcuts, saved views, filters and the project picker.
These tips are short. Each one saves a few clicks every day.
Keyboard shortcuts
| Keys | What they do |
|---|---|
| Ctrl K (Cmd K on a Mac) | Opens the search box for pages and projects |
| Ctrl / (Cmd / on a Mac) | Opens or closes Ask Superwise |
| Up arrow, down arrow | Move through the results of the search box or the project list |
| Enter | Opens the chosen result or sends your question to Ask Superwise |
| Shift Enter | Starts a new line in Ask Superwise without sending |
| Esc | Closes the search box or the project list |
Tip 1: jump to any page with Ctrl K
Press Ctrl K and type one or two words, for example bills. Press Enter to open the first result. You do not need to open the menu groups. The same box switches to another project when you type its name. See Find your way.
Tip 2: pin the left menu
Click the pin button next to the Superwise name to keep the menu open. Click it again to let the menu fold. See Find your way.
Tip 3: use the Recent list in the project picker
The project picker lists the projects you used lately under Recent. If you move between two or three projects every day, you find them at the top. Type in Search projects to find the others.
Tip 4: save the views you use every day
Filter the list once, then click Saved views and Save current view. Next time, open the saved view in one click. Use clear names, for example "Orders not yet delivered". Saved views stay on one computer, so make them again on a second computer. See Lists, filters and saved views.
Tip 5: combine filters
You can use several filters together. A record must match all of them to stay in the list. When a list looks empty, click Reset filters before you look anywhere else.
Tip 6: show only the columns you need
Click Columns on a list and clear the columns you do not use. The list becomes easier to read, and Superwise remembers your choice on this device.
Tip 7: check the project name first
Most lists show one project. When a record is missing, look at the project name at the top left. It is the most common reason.
Tip 8: open the record before you approve it
On the dashboard, click the title of a line in Needs your action to read the record. Then go back and click Approve or Reject. You have 5 seconds to click Undo after you decide.
Tip 9: add the cards that matter to you
Click Customize on the dashboard. Site engineers can add the cards for progress and site photos. Managers can add the cards for cost and payments. A card that you do not need can be removed in the same place.
Tip 10: add a screenshot to your question
In Ask Superwise, click the paperclip button to attach a picture of your screen. The assistant uses it to understand what you see. The file can be up to 5 MB. See Ask Superwise.
Tip 11: start from the help link in Ask Superwise
When you open Ask Superwise and the panel is empty, it shows a link to the help article for the page you are on. Click it to read the full steps.
Tip 12: look at the details without leaving the list
On a list, click the number of a record, or the small details button at the end of the row. A panel shows more information, and you stay on the list.
Tip 13: use Report view for totals
Many lists have a Report view button at the top. It shows the same records as a report table. Click View data to return to the list.
Tip 14: reset a page that behaves oddly
If a table shows odd columns or the theme looks wrong, open the account menu and click Reset page. Superwise clears the layouts and settings that it saved on this device and reloads. Your records are not touched.