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Add a Shortcut to the Daily Tasks Menu

Modified: 7 Jun 2026 Viewpoint Estimating Installation and Setup Help
Right-click on shortcut you want to add to the Daily Tasks menu and select Add to Daily Tasks.
Tip: If you have selected saved report options for a report when you add it to the Daily Tasks menu, those saved options are selected when you open the report from the Daily Tasks menu. If you add the report from the All Tasks pane to the Daily Tasks menu, you cannot select saved report options.
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