# Quick actions widget

> Four one-click starting points on your dashboard: Create a new document, Plan, Collaborate on shared work and Automate with flows.

Source: https://plexiidesk.com/help/home-widget-quick-actions
Section: Home dashboard > Home widgets
Plans: All plans
Updated: 2026-10-10

The Quick actions widget gives you four buttons for the things you start most often: writing something new, planning, working with other people and automating routine work. Each one takes you straight there.

You will find it on **Home** and on **Office Home** from the start.



## What each button does

- **Create** (*New document*) makes a new, blank document called **Untitled document** and opens it in PlexiiDocs, ready to type. See [PlexiDocs overview](https://plexiidesk.com/help).
- **Plan** (*Plans and tasks*) opens **Plans** in the Desk area, where your plans, timelines and milestones live. See [Plans: timelines for your rooms](https://plexiidesk.com/help).
- **Collaborate** (*Shared work*) opens **Collaborations**: the desks, folders and documents shared live with you. Open one to work on it together. See [Work together in real time](https://plexiidesk.com/help/real-time-collaboration).
- **Automate** (*PlexiBrain flow*) opens **Flows** in the Brain area, where you set up automations that run your work. See [Automate with Flows](https://plexiidesk.com/help).

## Before you start

- **Plans.** The widget works on every plan.
- **Signing in.** **Collaborate** shows the work shared with you once you are signed in. If you are not, the Collaborations page asks you to **Sign in**.

## Sizes

- **Small** (one cell): the four buttons in two rows of two. This is the size it starts at.
- **Medium** (two cells wide): the four buttons in one row.

## Add the widget

Home and Office Home already have it. You can add it to **People Home** or **Brain Home**, or put it back if you removed it. Each dashboard can have one.

1. Open the dashboard you want, for example **People Home** from the People menu.
2. Click **Customize** at the top right, then click **Add widget**.
3. Find **Quick actions**. Type in **Search widgets**, or choose the **Actions** category. If the card says **Already on your home**, this dashboard has one already.
4. Click **Quick actions**, then choose **Small** or **Medium** with the arrows beside the preview or the dots under it.
5. Click **Add widget**. The widget is added at the end of the board.
6. Drag it to where you want it, then click **Done**.

## Resize or remove the widget

1. On the dashboard, click **Customize**.
2. Then:
   - **To change the size**, click the size button at the widget's top right corner. It shows the current size, such as **SM**; click it to switch between Small and Medium.
   - **To remove the widget**, click **×** (**Remove Quick actions**).
3. Click **Done**.

On Home and Office Home, **Reset layout** in Customize mode also brings it back: it puts the whole dashboard back the way it started, which undoes your other changes to that dashboard too. See [Customize your Home dashboard](https://plexiidesk.com/help/home-customize).

## Good ways to use it

- **Capture an idea fast.** Click **Create** and start typing; the new document is saved in Office like any other.
- **Start the day from your plans.** Click **Plan** to see your timelines before opening a desk.
- **Pick up shared work.** Click **Collaborate** to see what other people have shared with you live.
- **Hand routine work to a flow.** Click **Automate** to set up a flow that runs every day, week or month, or when something happens, such as a task being completed.

## Common questions

**Can Create make a spreadsheet, a deck or a desk instead?**
**Create** always makes a document. For a spreadsheet, deck or desk in one click, add the Create new widget. See [Create new widget](https://plexiidesk.com/help/home-widget-create-new).

**Where does the new document go?**
It is saved in Office with your other files, named **Untitled document**. Rename it from the title at the top of the editor.

**Collaborate shows nothing. Why?**
Nothing has been shared with you live yet, or you are not signed in. To share your own work live, see [Work together in real time](https://plexiidesk.com/help/real-time-collaboration).

**Can I change the four buttons?**
No. The buttons are fixed. For your own set of one-click tiles, use a Shortcuts box. See [Shortcuts widget](https://plexiidesk.com/help/home-widget-shortcuts).

## Related tasks

- [The Home dashboard](https://plexiidesk.com/help/home-dashboard)
- [Customize your Home dashboard](https://plexiidesk.com/help/home-customize)
- [Create new widget](https://plexiidesk.com/help/home-widget-create-new)
- [App launcher widget](https://plexiidesk.com/help/home-widget-app-launcher)
- [Standup widget](https://plexiidesk.com/help/home-widget-standup)