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Keyboard shortcuts

PLANA Business Cloud has a comprehensive set of keyboard shortcuts. The fastest users learn 5-10 of these and shave minutes off every session.

Global

KeyAction
Alt+Shift+HHome (apps menu)
Alt+Shift+/Open keyboard-shortcut help
Alt+1..9Jump to the N'th left-menu item
Alt+Shift+1..9Open the N'th breadcrumb item
Ctrl+KQuick search (global)
EscClose modal / discard

Record actions

KeyAction
Alt+SSave the current record
Alt+DDiscard changes
Alt+CCreate new record
Alt+JNext page (in lists)
Alt+KPrevious page
Alt+Shift+JLast page
Alt+Shift+KFirst page
Alt+Shift+SSave as template (where applicable)

Editing fields

KeyAction
TabNext field
Shift+TabPrevious field
EnterConfirm / submit (in inputs)
Shift+EnterNew line (in text areas)
↑ / ↓Navigate dropdowns
EscCancel field edit

List views

KeyAction
↑ / ↓Move between rows
SpaceSelect current row
Shift+ClickSelect range
Ctrl+ASelect all visible
EnterOpen the highlighted row

Calendar views

KeyAction
← / →Previous / next day
Shift+← / →Previous / next week
TToday
D / W / M / YDay / Week / Month / Year view

Kanban

KeyAction
←/→Move highlighted card between columns
↑ / ↓Move card up / down within column
EnterOpen the highlighted card

Form-specific (accounting)

KeyAction
Alt+PPost the invoice / bill
Alt+RRegister payment
Alt+BPrint preview

What if your shortcuts don't work?

Browser shortcuts can clash:

  • Firefox uses Alt+Shift+<key> for the same kind of shortcut
  • Some browsers intercept Ctrl+K for the address bar

On Mac, replace Alt with Option and Ctrl with Cmd.

Customising

You cannot customise the shortcuts in PLANA Business Cloud itself. You can:

  • Use browser extensions to remap keys
  • Use the standard browser zoom (Ctrl+/-) to fit more on screen

Where to read more

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