Actions Bar for the Dashboard Form

Use the Actions bar on the Dashboard form of the Projects hub as a shortcut to actions you routinely perform using that form.

Actions

Click this menu to choose from the options below.

Field	Description
Add Touchpoint	Select this option to quickly add a touchpoint (a simple activity such as a meeting or a phone call) to a project without needing to fill out the Activity form. This option is available only if the CRM module or CRM Plus module is activated.
Create New Proposal	Select this action to display the New Proposal dialog box and then create a proposal for the project by specifying general information such as the name, number, project, due date, and other details.
Project Settings	Select this option to display the Project Settings dialog box. On that dialog box, you can select display options for the project search results list and the project structure.