Keyboard Shortcuts - Productivity Power User Guide

Move around ClientFlow without reaching for the mouse. This guide lists the shortcuts the app actually has. Press ? anywhere in the dashboard (outside a text box) to see the main ones in a pop-up.

Navigation Shortcuts

Press g, then the letter.

Shortcut	Action
g + d	Go to Today
g + h	Go to Dashboard
g + c	Go to Clients
g + a	Go to Appointments
g + t	Go to Tasks
g + n	Go to Notes
g + p	Go to Payments
g + i	Go to Invoices
?	Show the keyboard shortcuts pop-up
Esc	Close the open dialog or pop-up

Action Shortcuts

Shortcut	Action
Cmd/Ctrl + K	Open the command palette
Cmd/Ctrl + Shift + N	Capture a task from anywhere in the dashboard
Cmd/Ctrl + Shift + B	Open notifications

Page-Specific Shortcuts

Where	Shortcut	Action
A client's page	Cmd/Ctrl + N	New note
A client's page	Cmd/Ctrl + Shift + T	Capture a task for this client
A client's page	Cmd/Ctrl + B	Go to the client's appointments
A client's page	Cmd/Ctrl + T	Go to the client's tasks
Invoices	Cmd/Ctrl + N	Create an invoice
The note form, and the quick-note box on a client's page	Cmd/Ctrl + Enter	Save the note
The invoice form	Cmd/Ctrl + Enter	Add a line item (it does not save the invoice)
Analytics and Financials	Cmd/Ctrl + E	Export
Analytics and Financials	Cmd/Ctrl + R	Refresh the figures
Clients list	Esc	Clear the selected clients

Browsers reserve a few of these chords for themselves (a new tab or window, for example). Where your browser keeps the chord, use the command palette instead.

Tasks Page Shortcuts

On the Tasks page, single keys work as long as you are not typing in a text box.

Shortcut	Action
J / K	Move down / up the task list
N	New task
E	Open the focused task
C	Complete the focused task (you are asked to confirm)
D	Delete the focused task (you are asked to confirm)
V	Switch between the task views
S	Turn selection mode on or off
F	Cycle the status filter
1 / 2 / 3	Filter by High / Medium / Low priority
4	Clear the priority filter
/	Focus the search box

WhatsApp Inbox and Send Queue

The shortcuts pop-up (?) lists /, J/K, Enter and E under Lists and names, under each one, the screens where it works; none of them works everywhere. / works on Tasks and the WhatsApp inbox. J/K work on Tasks (above), the WhatsApp inbox and the send queue (below). Enter works on the WhatsApp inbox, the send queue and the notes list (where you move with the arrow keys), but not on the Tasks list, where E opens the focused task.

Where	Shortcut	Action
WhatsApp inbox	J / K or ↓ / ↑	Next / previous conversation
WhatsApp inbox	Enter	Open the focused conversation
WhatsApp inbox	N	New conversation
WhatsApp inbox	/	Focus search
Send queue	J / K or ↓ / ↑	Move through the queue
Send queue	Enter	Open the message in WhatsApp
Send queue	Space	Mark as sent
Send queue	S	Skip the message

Quick Search & Command Palette

Press Cmd/Ctrl + K, then start typing. The palette does two jobs:

• Find your records: type at least two characters and it searches your clients, payments, tasks, appointments, notes and WhatsApp messages. Pick a result to jump straight to it.
• Run a command: go to any page, or start a new client, payment, appointment, invoice, estimate or expense.
• Change the display: switch between light and dark mode, or between compact and comfortable spacing.

Quick-Add Shorthand for Tasks

When you add a task with the quick-add box (including the one that opens with Cmd/Ctrl + Shift + N), you can type shorthand into the title. It is removed from the title and applied to the task:

Type	Result
@today	Due today
@tomorrow	Due tomorrow
@nextweek	Due 7 days from today
@monday ... @sunday	Due on the next such weekday
!1 or !high	High priority
!2 or !medium	Medium priority
!3 or !low	Low priority

For example, Call Ayse about her plan @tomorrow !1 creates a high-priority task due tomorrow. The day words also work in Turkish, German, French and Spanish (for example @yarın for tomorrow).

Power User Workflows

Morning Check

1. g + d → Open Today
2. g + p → Review your payments
3. Cmd/Ctrl + K, type a client's name → Jump to their record
4. Cmd/Ctrl + Shift + N → Capture a follow-up task before you forget it

30-Day Shortcut Challenge

• Week 1: Navigation (g + [key])
• Week 2: Actions (Cmd/Ctrl + K, Cmd/Ctrl + Shift + N)
• Week 3: Tasks page keys (J, K, N, E, C)
• Week 4: Quick-add shorthand (@tomorrow, !1)

After 30 days: the shortcuts you use every day start to feel automatic.

Next Steps

Use shortcuts to:

• Get around faster - Fewer trips to the sidebar
• Stay in flow - Capture a task or open a client without leaving what you are doing

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Read time: ~8 minutes | Difficulty: Advanced