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Overview

Knowlix supports a comprehensive set of keyboard shortcuts to help you navigate the system efficiently, execute actions quickly, and manage your work without reaching for the mouse. Mastering these shortcuts can significantly improve your productivity, especially when working with repetitive tasks or managing large volumes of data. 💡 Pro Tip: Hold Ctrl (Windows/Linux) or Command (macOS) to display keyboard shortcuts for interactive elements on the current page.
Note: Keyboard shortcut availability may vary depending on your browser, installed extensions, or system configuration. If a shortcut doesn’t work as expected, check for conflicts with browser or system-level shortcuts.
💡 Ask Your Knowlix: “What keyboard shortcuts can I use in the CRM module?” or “Show me productivity shortcuts”

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Common Shortcuts

The following shortcuts work throughout Knowlix and are consistent across all modules. They’re organized by operating system since some key combinations differ between platforms.
ActionWindows / LinuxmacOS
Go to previous breadcrumbAlt + BCtrl + B
Return to Knowlix homeAlt + HCtrl + H
Navigate to next pageAlt + NCtrl + N
Navigate to previous pageAlt + PCtrl + P
Open global searchAlt + QCtrl + Q
Switch between menusAlt + 1-9Ctrl + 1-9
Usage tip: Menu switching (Alt/Ctrl + 1-9) corresponds to the order of items in your main navigation bar. The first menu is 1, second is 2, and so on.

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Record Management

ActionWindows / LinuxmacOS
Create new recordAlt + CCtrl + C
Save current changesAlt + SCtrl + S
Discard unsaved changesAlt + JCtrl + J
Best practice: Get in the habit of using Alt/Ctrl + S to save frequently. While Knowlix auto-saves in many contexts, explicit saving ensures your changes are committed immediately.

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Task Management

ActionWindows / LinuxmacOS
Create a new taskAlt + Shift + TCtrl + Shift + T
This shortcut quickly opens the task creation dialog from anywhere in Knowlix, allowing you to capture action items without interrupting your current workflow. 💡 Agent Alternative: Instead of using shortcuts, you can also tell Your Knowlix: “Create a task to follow up with John”

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Command Palette

The command palette is a powerful universal search tool that lets you quickly access any part of Knowlix without navigating through menus.

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Opening the Command Palette

Windows / LinuxmacOS
Ctrl + KCommand + K

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Search Modes

Once the command palette is open, use these prefixes to filter your search:
PrefixSearch TargetExample
/Menus, applications, and modules/crm finds CRM module
@Users and team members@john finds John Smith
#Communication channels#sales finds sales channel
?Help articles and documentation?activities finds activity help
How to use:
  1. Press Ctrl/Command + K to open the palette
  2. Type a prefix (/, @, #, or ?) followed by your search term
  3. Use arrow keys to navigate results
  4. Press Enter to open the selected item in the current tab
  5. Press Ctrl/Command + Enter to open in a new tab
Example workflow:
  • Type /sales to quickly open the Sales module
  • Type @sarah to view Sarah’s user profile
  • Type #support to jump to the support team channel
💡 Your Knowlix Tip: Ask: “Open the CRM module” or “Find Sarah’s contact information” for voice-activated navigation.

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Module-Specific Shortcuts

Some Knowlix modules provide additional shortcuts tailored to their specific workflows. These shortcuts appear when you’re working within that module. To discover module shortcuts:
  • Hold Ctrl (or Command on macOS) while in the module
  • A tooltip overlay will display available shortcuts for visible elements
  • Release the key to dismiss the overlay
Common module-specific shortcuts:

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CRM

  • Quick create lead
  • Move to next stage
  • Schedule activity

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Projects

  • Create task
  • Move task between stages
  • Open task detail view

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Accounting

  • Create invoice
  • Post entry
  • Reconcile transactions
Note: Module-specific shortcuts are documented within each module’s help documentation. Refer to the individual module guides for complete shortcut lists.

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Customizing Shortcuts

While Knowlix provides default keyboard shortcuts, system administrators can customize them to match your organization’s preferences or accommodate users with conflicting browser extensions. To customize shortcuts:
  1. Navigate to System Settings
  2. Go to User Interface → Keyboard Shortcuts
  3. Select the shortcut to modify
  4. Enter the new key combination
  5. Click Save
Important: Avoid using shortcuts that conflict with browser or operating system defaults (like Ctrl+W to close tabs or Ctrl+T to open new tabs).
💡 Admin Tip: Survey your team to identify the most-used actions and prioritize easy-to-remember shortcuts for those operations.

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Best Practices

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Start with Navigation Shortcuts

Begin by memorizing navigation shortcuts (Alt/Ctrl + H for home, Alt/Ctrl + Q for search). These provide the most immediate productivity gains.

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Use the Command Palette

The command palette (Ctrl/Command + K) is your Swiss Army knife. Learning to use it effectively can replace dozens of individual shortcuts.

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Learn Module Shortcuts Gradually

Don’t try to memorize every shortcut at once. Focus on the module you use most frequently and learn those shortcuts first.

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Create Muscle Memory

Use shortcuts consistently, even when they feel slower than clicking initially. Muscle memory develops over time and eventually makes you faster.

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Teach Shortcuts to Your Team

Share useful shortcuts with colleagues during team meetings or via internal documentation. Collective adoption increases overall team productivity.

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Troubleshooting

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Shortcut Not Working

Check browser conflicts: Some browsers reserve certain key combinations. Check your browser’s shortcut settings to identify conflicts. Check extension interference: Browser extensions can intercept keyboard shortcuts. Try disabling extensions temporarily to diagnose the issue. Verify operating system shortcuts: Operating systems reserve certain combinations (like Alt+Tab on Windows). These cannot be overridden by Knowlix.

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Different Behavior Than Expected

Check your current context: Some shortcuts behave differently depending on where you are in Knowlix. For example, “create new” might create different record types depending on the active module. Verify keyboard layout: Non-English keyboard layouts may have different key positions for special characters or modifiers.

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Quick Reference Card

Essential Shortcuts (Any OS) 
Navigation:
  Alt/Ctrl + H     →  Home
  Alt/Ctrl + Q     →  Search
  Ctrl/Cmd + K     →  Command Palette

Record Actions:
  Alt/Ctrl + C     →  Create New
  Alt/Ctrl + S     →  Save
  Alt/Ctrl + J     →  Discard

Task Management:
  Alt/Ctrl + Shift + T  →  New Task
💡 Printable Cheat Sheet: Ask Your Knowlix: “Give me a printable keyboard shortcut reference” to generate a PDF cheat sheet for your team.

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Need Help?

Ask Your Knowlix:
  • “What are the most useful keyboard shortcuts?”
  • “How do I customize shortcuts in Knowlix?”
  • “What’s the shortcut to create a new record?”
  • “Show me CRM keyboard shortcuts”
Contact Support: If you’re experiencing issues with keyboard shortcuts or need help customizing them for your organization, contact Knowlix support through the Help menu.