Quick Actions
The Quick Actions button is the round button in the bottom-right corner of the TalkBar window. It opens a short menu of shortcuts and back and forward buttons. Settings → Quick Actions controls whether the button appears and which shortcuts it holds.
For a tour of the main window, see Getting around.
Enable Quick Actions
| Setting | What it does | Default |
|---|---|---|
| Enable Quick Actions | Shows the Quick Actions button on every page. The button is never shown on the recording screen or the session setup screen. | On |
When this is off, the Menu items list is marked Disabled and you can't change it until you turn the button back on.
Menu items
Menu items is the list of shortcuts in the floating menu, in the order they appear.
| Control | What it does |
|---|---|
| Add Action | Opens Choose a shortcut: with a search box and every shortcut not yet in the menu. Click one to add it to the end of the list. The button is unavailable once every shortcut is in the menu. |
| Drag handle | Drag a row up or down to change the order. |
| Remove (trash) | Removes the shortcut from the menu after you confirm with Remove shortcut. You can add it back later. |
Available shortcuts
| Shortcut | What it opens | In the menu by default |
|---|---|---|
| Home | The Home dashboard. | Yes |
| New session | The new session dialog. | Yes |
| Recording | The recording screen. After a session has ended, this item is named Last session. | No |
| Sessions | The session list. | Yes |
| Calendar | Upcoming sessions on a calendar. | No |
| Chats | The chat list. | No |
| Knowledge | Knowledge cards. | No |
| Notes | The note list. | No |
| Documents | Imported documents. | No |
| Projects | The project list. | No |
| Chat | Opens the chat panel ("Ask TalkBar") on the current page. | Yes |
| Settings | Settings. | Yes |
The default menu is Home, New session, Sessions, Chat and Settings, in that order.
Related
Projects, topics and keywords
Reference for Settings → Projects and Settings → Topics & Keywords, including project Trash, keywords cleanup and Action item labels.
Templates & Skills
Reference for Settings → Templates & Skills — session templates, summary sections, note templates, skills and knowledge skills, and what you can do with each.