Keyboard Shortcuts

Global Shortcuts

These shortcuts work throughout the application:

Action	Windows/Linux	Mac	Description
Universal Search	`Ctrl+K`	`⌘K`	Open the command palette to search across all categories
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

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

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

Form & Input Shortcuts

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)

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

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)

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
━━━━━━━━━━━━━━━━━━
Search:         Ctrl/⌘ + K
Sidebar:        Ctrl/⌘ + B
Save:           Ctrl/⌘ + S
Submit:         Ctrl/⌘ + Enter
Cancel:         Esc
Navigate:       Arrow Keys
Select:         Enter
Multi-Select:   Ctrl/⌘ + Click

Getting Started

AI

Overview & Planning

MSP Tools

Service Delivery

Integrations

Administration

Global Shortcuts

Text Editor Shortcuts

Module-Specific Shortcuts

Budgets

Calendar

Compliance

Planner

Reporting

Tickets

Form & Input Shortcuts

Navigation Shortcuts

Search & Filter Shortcuts

Email & Template Shortcuts

Tips for Using Shortcuts

Customization

Accessibility Notes

Quick Reference Card

​Global Shortcuts

​Text Editor Shortcuts

​Module-Specific Shortcuts

​Budgets

​Calendar

​Compliance

​Planner

​Reporting

​Tickets

​Form & Input Shortcuts

​Navigation Shortcuts

​Search & Filter Shortcuts

​Dialog & Modal Shortcuts

​Email & Template Shortcuts

​Tips for Using Shortcuts

​Customization

​Accessibility Notes

​Quick Reference Card

Global Shortcuts

Text Editor Shortcuts

Module-Specific Shortcuts

Budgets

Calendar

Compliance

Planner

Reporting

Tickets

Form & Input Shortcuts

Navigation Shortcuts

Search & Filter Shortcuts

Dialog & Modal Shortcuts

Email & Template Shortcuts

Tips for Using Shortcuts

Customization

Accessibility Notes

Quick Reference Card