Quick Create

The Quick Create menu allows you to quickly create new records from anywhere in Manor without navigating to specific pages. This feature is accessed through the Create new... button in the top navigation bar and provides one-click access to create common record types.

Accessing Quick Create

The Create new... button appears in the top right area of the navigation bar on every page in Manor.

1. Look for the Create new... button in the top navigation bar
2. Click to open the Quick Create menu
3. Select the record type you want to create

What You Can Create

The Quick Create menu is organized into logical groups:

Billable Items

These are the items you bill to clients:

• Time — Log hours worked on a project
• Travel — Record travel expenses
• Expense — Log out-of-pocket expenses
• Product — Record products sold or delivered
• Per diem — Record daily living expense allowances
• Bundle — Create multiple billable items at once

Core Records

These are essential business records:

• Project — Create a new client engagement or project
• Client — Create a new client or business entity
• Contact — Add a person associated with a client or project

Activities

These help you organize and track work:

• Task — Create a to-do item
• Event — Schedule a calendar event
• Note — Create a note for a project or record

Special Records

• Research — Navigate to the research database
• Retainer — Create a retainer agreement with a client
• Invoice — Create a new invoice for billing

Creating a Record with Quick Create

General Steps

1. Click Create new... in the top navigation bar
2. Select the record type you want to create (e.g., "Time", "Task", "Project")
3. The new record form opens with pre-filled context where applicable
4. Complete the required fields
5. Click Save to create the record

Example: Creating a Quick Time Entry

1. Click Create new...
2. Select Time
3. The time entry form opens with:
   • Your user pre-selected
   • Current date pre-filled
   • A blank project field ready for selection
4. Enter your time details and click Save

Example: Creating a Quick Task

1. Click Create new...
2. Select Task
3. The task form opens with the current date pre-filled
4. Enter the task title and details
5. Click Save

Context-Aware Creation

When you use Quick Create while viewing a specific project or client, some fields may be pre-filled with context:

• From a project page — Time entries and billables created through Quick Create may default to that project
• From any page — You can still change any pre-filled fields before saving

Benefits of Quick Create

• Speed — Create records without navigating away from your current page
• Consistency — Access the same creation flow for every record type
• Workflow efficiency — Capture work immediately when you remember it or when it happens
• Multi-tasking — Create records while working across different areas of Manor

Tips for Using Quick Create

Create time entries immediately — When you finish a task or meeting, use Quick Create to immediately log the time while details are fresh.

Batch create billables — Use Quick Create to add multiple expense types for a single project, then organize them together.

Switch contexts quickly — Jump between clients and projects without navigating through menu pages.

Use keyboard shortcuts — Some users may access Quick Create through keyboard shortcuts or browser search — check with your administrator.

Best Practices

• Complete required fields — Some record types require specific fields (like project for time entries, client for invoices). Fill these in before saving.
• Add descriptions — Include descriptions or context when creating time entries and tasks so your team understands what was done.
• Use appropriate categories — Select the correct record type (e.g., "Expense" for out-of-pocket costs, "Per diem" for daily allowances).
• Save and continue — After creating a record, you can create another immediately by using Quick Create again without refreshing the page.

Common Workflows

Logging a Day's Work

1. At the end of your workday, use Create new... > Time multiple times to log each task
2. Organize by project and duration
3. Review in your daily or weekly time view

Creating a New Project and Its First Activities

1. Use Create new... > Project to set up the engagement
2. Use Create new... > Contact to add the client contact person
3. Use Create new... > Task to create the initial project checklist

Adding Expenses for a Trip

1. Use Create new... > Travel to log the travel itself
2. Use Create new... > Expense multiple times for each out-of-pocket cost
3. Use Create new... > Per diem for daily allowances

Troubleshooting

I can't see Quick Create

• The button appears in the top right navigation bar on all pages
• If you don't see it, refresh the page or contact your administrator about permissions

A field is missing from the creation form

• Quick Create uses simplified forms for speed. If you need advanced options, create the record through Quick Create then edit it on its full detail page.

I want to cancel a Quick Create

• Click outside the menu or press Escape to close it without creating a record
• If you've already opened the form, click Cancel to close without saving