# Tips, Shortcuts, and Helpful Features

You've got the foundations down. Here are some features and shortcuts that make working in Daylite faster and easier once you're in a daily rhythm.

### Open Multiple Tabs

Just like a browser, you can open multiple tabs in Daylite. Working on a deal while checking a contact? Open them side by side. Press **command + T** or select **File > New Tab** to open a new tab. 

{% hint style="info" icon="lightbulb" %}
Once you have a tab open, click the **+** at the end of the tab headers to add another tab. You can also click and drag tabs to reorder them.
{% endhint %}

<figure><img src="/files/c8RUWasnLCuLx8eV7qty" alt=""><figcaption></figcaption></figure>

### Pin Your Favorites

Records you access all the time — a key client, an active project, your main Smart List — can be added to your **Favorites Bar** for one-click access. Drag any record or list to the Favourite Bar, or drag it out to remove it.

<figure><img src="/files/BfAmtDoUYaSgDiltXf0E" alt=""><figcaption></figcaption></figure>

### Get Around Daylite Faster With Shortcuts

Being a native app, Daylite supports your standard macOS shortcuts. Learn these additional shortcuts and you'll be working like a Daylite power user in no time.

<table data-first-column-sticky><thead><tr><th>Shortcut</th><th>Action</th></tr></thead><tbody><tr><td><strong>Command-L</strong></td><td>Link</td></tr><tr><td><strong>Shift-Command-T</strong></td><td>New Task</td></tr><tr><td><strong>Shift-Command-B</strong></td><td>New Appointment</td></tr><tr><td><strong>Shift-Command-O</strong></td><td>New Opportunity</td></tr><tr><td><strong>Command-Option-F</strong></td><td>Go to Search</td></tr><tr><td><strong>Command-T</strong></td><td>New tab</td></tr><tr><td><strong>Command-W</strong></td><td>Close Tab</td></tr><tr><td><strong>Command-E</strong></td><td>Edit</td></tr><tr><td><strong>Command-S</strong></td><td>Save</td></tr><tr><td><strong>Option-click Calendar arrows in Week view</strong></td><td>Move the week view forward or backward by one day</td></tr><tr><td><strong>Option-click Calendar arrows in Month view</strong></td><td>Move the month view forward or backward by one week</td></tr><tr><td><strong>Command-Left/Right Arrow</strong> </td><td>Move backward or forward in the Calendar</td></tr><tr><td><strong>Option-Command-Left/Right Arrow</strong></td><td>Move backward or forward in smaller increments </td></tr><tr><td><strong>Command–1 through Command–9</strong></td><td>Jump to the matching item in your Favorites bar</td></tr></tbody></table>

### Never Lose a Thought: Search from Anywhere

You can set a custom keyboard shortcut that opens Daylite Search from anywhere on your Mac, even when you're using another app. Go to **Daylite** > **Settings** > **General**, then set your **Daylite Search Shortcut**.

Search across Contacts, Emails, Tasks, Opportunities, Projects, and Notes — whether you remember a name, a word from an email, or part of a task title.

### Capture Any Task Without Breaking Your Flow

You can set a custom keyboard shortcut to create a new Task from anywhere on your Mac, even when you’re using another app.

Go to **Daylite > Settings > General**, then set your **Quick Task Entry Shortcut**. Once it’s set, use that shortcut whenever you need to capture a task quickly without stopping what you’re doing.

### Create Video Meeting Links Without Leaving Daylite

Daylite can generate Zoom, Google Meet, or Microsoft Teams links directly when you create an Appointment — no switching apps to copy and paste a link.  Set up your preferred provider in **Daylite** > **Settings** > **Calendar**.

**Learn more:** [Keyboard Shortcuts](https://docs.daylite.app/help/learn/getting-started/keyboard-shortcuts) — the full list of every shortcut in Daylite.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.daylite.app/help/getting-started/tips-shortcuts-and-helpful-features.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.