Keyboard Shortcuts Guide

Make your workflow faster and smoother with these handy keyboard shortcuts in Success.co. Use them to navigate, create, and manage your sessions efficiently.

Command + B or CTRL + B – Open or close the main sidebar for quick access to pages.

Success.co Dashboard in dark mode with the main sidebar hidden, as toggled by Command + B or Ctrl + B

D – Switch between light and dark mode instantly.

Success.co Dashboard shown in light mode, switched using the D keyboard shortcut

E – Enter or exit dashboard edit mode to rearrange widgets.

Dashboard in edit layout mode with the Editing layout bar highlighted, showing Cancel, Restore default layout, Toggle sections and Save and exit

Search & Filter

F – Jump directly to the search bar to find what you need. This works for sections with the magnifying glass icon such as Meetings, Accountability Chart, People Analyzer, Components, Teams, and People.

Rocks page with the search bar highlighted and ready for typing, as opened with the F keyboard shortcut

Shift + F – Open filter options to narrow down your view. This works for sections with the magnifying glass icon such as Meetings, People Analyzer, Components, Teams, and People, but not the Accountability Chart since it doesn’t have filter options.

Rocks page with the filter menu open, showing Status, Owner and Type filter options

Command + K or CTRL + K – Open the global search to find teams, users, or tools fast. Jump straight to what you need without leaving your keyboard.

Global search window with tabs for Meetings, Rocks, To-dos, Issues, Headlines, Scorecard, People, Teams, Comments and Files

Add/Create Actions

C – Add a new item on the current page, such as in Accountability Chart, People Analyzer, Components, Teams, and People sections.

Add people dialog on the People page, opened with the C shortcut, with name, email, job title, Team, Permission and Send invite fields

Shift + C – Open the full add menu to choose what to create.

Dashboard with the add menu highlighted in the top right, listing Meeting, Rock, To-do, Issue, Headline and Measurable

Form Actions

  • S – Quickly save or submit your form (dashboard -> edit layout -> press “s” to save it)
  • Command + Enter or CTRL + Enter – Submit the current form from anywhere (use command + enter in comments section to submit a comment)
  • Enter – Confirm your selection or submit input in dropdowns and menus.

Dialog & Modal Controls

Escape – Close pop-ups, modals, or exit edit mode right away.

List Navigation & Dropdowns

  • Arrow Up / Down / Left / Right – Move between list items or sections easily.
  • 0–9 – Right click an item/entry then select a numbered option in dropdowns or menus quickly.
Right-click menu on a Rock with Edit, Raise issue, Add to-do, Make a copy and Delete, with their number shortcuts 1 to 5 highlighted

Bulk Editing

Bulk editing feature is available across different sections like Scorecard, Rocks, To-dos, Issues, and Headlines. To begin bulk editing, press and hold the Shift key on your keyboard.

While holding Shift, click on a title to select it.

You can continue clicking additional titles to select multiple items.

To-dos list with three to-dos selected by Shift clicking, and a 3 selected bar with an Actions button at the bottom

If you want to select a long list of items:

  • Click the first item while holding Shift.
  • Then scroll down to the last item in the list.
  • Hold Shift again and click the last item.

This will automatically select everything in between.

To-dos list with all five to-dos selected after Shift clicking the first and last, and a 5 selected bar with Actions at the bottom

Once you have selected multiple items, look at the bottom of your screen. You will see an Actions menu appear.

Click on Actions to view the available bulk options.

Depending on the section you are in, the available actions may vary.

Bulk Actions menu highlighted at the bottom of the To-dos page, listing Assign to me, Assign to, Change status, Change priority, Change due date and Delete