How to Create a Shortcut

Summary

A brief guide to creating service and knowledge article shortcuts

Body

 

How to Create a Shortcut is a brief guide covering how to create Shortcuts to KAs and/or Services.

Process

To create a new Shortcut

  1. Click on Knowledge Base or Services
  2. Click on the '+New Shortcut' button
  3.  

Uploaded Image (Thumbnail)

Uploaded Image (Thumbnail)

 

  1.    Next choose shortcut type
  2. Ensure that the Target Client Portal is 'MUHC HR Client Portal'. Do not deviate from this portal.
  3. Select a target. The target is the service, knowledge article, or category that you wish to create a shortcut to. It is will the user will be taken when they click on the shortcut to follow it.
  4. Next choose the parent category. This is the location in which you wish the shortcut to appear.
  5. Once you have the shortcut configured to you liking, click 'Save'

Illustrative example

There is a shortcut in the Service category Benefits to the PTO Cash-In service which resides in the Payroll service category.

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Here is what the shortcut configuration looks like:

Uploaded Image (Thumbnail)

Details

Details

Article ID: 2752
Created
Thu 8/20/26 11:23 AM
Modified
Thu 8/20/26 11:25 AM