Global Shortcuts
These shortcuts work throughout the application:
| Action | Windows/Linux | Mac | Description |
|---|
| Toggle Sidebar | Ctrl+B | ⌘B | Show/hide the navigation sidebar |
| Toggle Filters | Ctrl+Shift+F | ⌘⇧F | Show/hide the filter panel (when available) |
Text Editor Shortcuts
Rich text editor formatting shortcuts:
| Action | Windows/Linux | Mac | Description |
|---|
| Bold | Ctrl+B | ⌘B | Make selected text bold |
| Italic | Ctrl+I | ⌘I | Make selected text italic |
| Underline | Ctrl+U | ⌘U | Underline selected text |
| Insert Link | Ctrl+K | ⌘K | Add or edit hyperlink |
| Align Right | Ctrl+R | ⌘R | Right-align text |
| Justify | Ctrl+J | ⌘J | Justify text alignment |
Module-Specific Shortcuts
Budgets
| Action | Windows/Linux | Mac | Description |
|---|
| Save Budget | Ctrl+S | ⌘S | Save current budget changes |
Calendar
| Action | Windows/Linux | Mac | Description |
|---|
| Previous Period | ← | ← | Navigate to previous day/week/month |
| Next Period | → | → | Navigate to next day/week/month |
| Today | T | T | Jump to today’s date |
Compliance
| Action | Windows/Linux | Mac | Description |
|---|
| Save Notes | Ctrl+Enter | ⌘↵ | Save compliance check notes |
| Cancel Edit | Esc | Esc | Cancel current edit operation |
| Navigate Up | Ctrl+↑ | ⌘↑ | Move to previous check (in edit mode) |
| Navigate Down | Ctrl+↓ | ⌘↓ | Move to next check (in edit mode) |
Planner
| Action | Windows/Linux | Mac | Description |
|---|
| Multi-Select | Ctrl+Click | ⌘Click | Select/deselect multiple items |
| Submit AI Query | Enter | ↵ | Send AI assistant query |
| Close AI Panel | Esc | Esc | Close AI assistant panel |
Reporting
| Action | Windows/Linux | Mac | Description |
|---|
| Save Report | Ctrl+S | ⌘S | Save current report |
| Close Block List | Esc | Esc | Close report block selection panel |
Tickets
| Action | Windows/Linux | Mac | Description |
|---|
| Submit Note | Ctrl+Enter | ⌘↵ | Add note to ticket |
Common shortcuts for forms and inputs:
| Action | Windows/Linux | Mac | Description |
|---|
| Submit Form | Enter | ↵ | Submit current form (single-line inputs) |
| Cancel/Close | Esc | Esc | Cancel operation or close dialog |
| Save & Close | Ctrl+Enter | ⌘↵ | Save changes and close (multi-line inputs) |
Navigation Shortcuts
Keyboard navigation in lists and menus:
| Action | Windows/Linux | Mac | Description |
|---|
| Move Down | ↓ | ↓ | Navigate to next item |
| Move Up | ↑ | ↑ | Navigate to previous item |
| Select Item | Enter | ↵ | Select focused item |
| Open/Close | Space | Space | Toggle expandable items |
Search & Filter Shortcuts
| Action | Windows/Linux | Mac | Description |
|---|
| Clear Filters | Esc | Esc | Clear all active filters |
| Navigate Chips | ←/→ | ←/→ | Navigate between filter chips |
| Remove Chip | Backspace | ⌫ | Remove selected filter chip |
Dialog & Modal Shortcuts
Standard shortcuts for dialogs and modals:
| Action | Windows/Linux | Mac | Description |
|---|
| Confirm | Enter | ↵ | Confirm action or submit |
| Cancel | Esc | Esc | Cancel and close dialog |
| Save | Ctrl+Enter | ⌘↵ | Save changes (in edit dialogs) |
Email & Template Shortcuts
When composing emails or editing templates:
| Action | Windows/Linux | Mac | Description |
|---|
| Add Recipient | Enter or , | ↵ or , | Add email address (in recipient fields) |
Admin Panel Shortcuts
Administrative interface navigation:
| Action | Windows/Linux | Mac | Description |
|---|
| Navigate Down | ↓ | ↓ | Move to next admin menu item |
| Navigate Up | ↑ | ↑ | Move to previous admin menu item |
| Select Item | Enter | ↵ | Open selected admin section |
Tips for Using Shortcuts
Platform Detection: MSPortal.ai automatically detects your operating system and shows the appropriate key combinations. Mac users will see ⌘ (Command) while Windows/Linux users will see Ctrl.
Shortcut Indicators: Look for keyboard shortcut hints next to buttons and menu items throughout the interface. They appear as small keyboard badges like ⌘S or Ctrl+Enter.
Browser Conflicts: Some keyboard shortcuts may conflict with browser defaults. If a shortcut doesn’t work, check your browser’s keyboard shortcut settings.
Customization
Currently, keyboard shortcuts in MSPortal.ai are predefined and cannot be customized. However, you can:
- Use browser extensions to create custom shortcuts
- Configure your operating system’s accessibility features
- Set up macro software for repetitive tasks
Accessibility Notes
MSPortal.ai’s keyboard shortcuts are designed with accessibility in mind:
- All major functions are accessible via keyboard
- Focus indicators show your current position
- Tab order follows logical flow
- Screen readers announce shortcut availability
Need Help? If you’re having trouble with keyboard shortcuts, contact support for assistance with accessibility options and alternative navigation methods.
Quick Reference Card
Print this quick reference for easy access:
VERIFIED SHORTCUTS
━━━━━━━━━━━━━━━━━━
Sidebar: Ctrl/⌘ + B
Save: Ctrl/⌘ + S
Submit: Ctrl/⌘ + Enter
Cancel: Esc
Navigate: Arrow Keys
Select: Enter
Multi-Select: Ctrl/⌘ + Click
