The New menu: create anything from the top bar
The New button in the top bar opens a menu of everything you can create, from any page. It replaced the New project button: New project is the Project item in it.
What each item opens
- ＋Ticket: New ticket. Shown when your workspace uses the service desk.
- ＋Project: New project, the same form as before.
- ＋Opportunity: the New opportunity form on the Opportunities board.
- ＋Company and Contact: New company and New contact. The Company item uses your workspace's word for the businesses you serve.
- ＋Task and To-do: the form you use from the calendar, for today. Change the day there.
- ＋Time entry: Log time, for today.
- ＋Meeting: Ask Current, with "Book a meeting with" typed for you. Finish the sentence with the contact's name and Current drafts the meeting request.
Why an item is missing
The menu only lists what your role can create here, so you never see an item that would be refused. A ticket needs the service desk, projects and tasks need permission to manage projects, and opportunities, companies and contacts need CRM access as a Tenant Admin, sales manager, account executive or someone with Full CRM. Finance and Partner Viewers don't create records, so they don't see the menu.
The order
The menu starts in the order people in your role use most: an engineer sees Ticket first, a project manager Project, an account executive Opportunity. Once you have created something from the menu twice, it moves up, and the kinds you use most stay at the top.