The Quick-Add menu was built to streamline the process of adding client items quickly, in just a few clicks!
Find the Quick-Add menu at the top right of the close page:
Go to "+ Add" (right of the close status, left of "Message client")
Click to add internal items
Tasks
Uploads
Client notes
Click to add Transactions to the ledger
Expenses, Bills, Bill payments, and much more!
Why we love the Quick-Add menu at Double
Create items all from one spot, for those one-off quick-adds!
Reduces navigation & context switching
Speeds up frequent actions
Supports incremental expansion