Quick Actions

Quick Actions provide one-click access to your most frequently used templates. Instead of navigating through menus, you can execute common actions instantly from the task view.

Understanding Quick Actions

Quick Actions are shortcuts to templates. When you add a template as a Quick Action:

• It appears in the Quick Actions bar on tasks
• You can execute it with a single click
• The order can be customized to prioritize your most-used actions

Quick Actions can reference both Project Templates and Global Templates, giving you flexibility in how you organize your workflow.

Accessing Quick Actions Settings

To configure Quick Actions:

1. Navigate to Settings in the sidebar
2. Click the Templates tab
3. Select the Quick Actions sub-tab

You’ll see a two-column interface:

Column	Purpose
Active Quick Actions	Templates currently enabled as quick actions (drag to reorder)
Available Templates	All templates not yet added as quick actions

Adding a Quick Action

1. In the Available Templates column, find the template you want
2. Click the plus icon on that template
3. The template moves to the Active Quick Actions column

Templates are labeled to show their source:

• Project badge - Project-specific templates
• Global badge - Templates available across all projects

Removing a Quick Action

1. In the Active Quick Actions column, find the template
2. Click the minus icon
3. The template returns to the Available Templates column

Removing a Quick Action doesn’t delete the template—it only removes the shortcut.

Reordering Quick Actions

The order of Quick Actions determines how they appear in the task view. To reorder:

1. In the Active Quick Actions column, hover over a template
2. Grab the drag handle (six dots on the left)
3. Drag the template to its new position
4. Release to drop

Place your most-used actions at the top for faster access.

Using Quick Actions

Once configured, Quick Actions appear in the task detail view:

1. Open any task
2. Look for the Quick Actions bar (usually near the top)
3. Click an action to execute it

When you click a Quick Action:

1. The template content is loaded
2. Replacement fields are populated with task data
3. The instruction is ready to copy or send to your AI agent

Best Practices

Choosing Quick Actions

• Prioritize frequency - Add templates you use daily
• Consider context - Different stages may need different actions
• Limit quantity - Too many quick actions can be overwhelming

Organizing Your Actions

• Order by workflow - Put related actions near each other
• Most used first - Your top 2-3 actions should be at the start
• Review periodically - Remove actions you no longer use frequently

Mixing Project and Global

• Use Global Templates for actions that work across any project
• Use Project Templates for project-specific workflows
• Both can coexist in your Quick Actions bar

Storage

Quick Actions configuration is stored in your project at:

.neova/quickactions.json

This file contains:

{
  "items": [
    { "templateId": "custom-123-abc", "order": 0 },
    { "templateId": "custom-456-def", "order": 1 }
  ]
}

The configuration:

• References templates by ID (both project and global)
• Stores the display order
• Is project-specific (each project can have different Quick Actions)

Tip

Commit quickactions.json to version control to share your Quick Actions configuration with your team.

Troubleshooting

Quick Action Not Appearing

If a Quick Action doesn’t show up:

• Verify the source template still exists
• Check if it’s in the Active column in settings
• Reload the application if needed

Template Was Deleted

If you delete a template that was a Quick Action:

• The Quick Action is automatically removed
• No manual cleanup is required

Order Not Saving

If reordering doesn’t persist:

• Ensure you complete the drag-and-drop action
• Check that the project folder is writable
• Look for error messages in the console