> For the complete documentation index, see [llms.txt](https://docs.rubica.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rubica.au/general-navigation/quick-actions.md).

# Quick Actions

Quick Actions live in the Utility Bar, meaning you can trigger them from any screen in Rubica — Account, Contact, Opportunity, Workflow, anywhere.

## Quick Actions

From the Quick Actions panel, you can quickly launch:

* **File Note**
* **Task**
* **Send SMS**
* **Launch Workflow (Job)**

{% hint style="info" %}
Some options may appear greyed as they are not ready for release yet.
{% endhint %}

Use Quick Actions whenever you need to record activity or kick off a process without leaving the page you're on.

### File Note

![File Note](https://content.gitbook.com/content/qzoPnlIGiL5ejRdJEq5X/blobs/qEpnFHffTCFk2aNBKR47/Screenshot%202025%2011%2017%20at%201.25.53%E2%80%AFam.png)

### Task

![Task](https://content.gitbook.com/content/qzoPnlIGiL5ejRdJEq5X/blobs/vz1kdNIv7TYl29cSacun/Screenshot%202025%2011%2017%20at%201.26.14%E2%80%AFam.png)

### Send SMS

![Send SMS](https://content.gitbook.com/content/qzoPnlIGiL5ejRdJEq5X/blobs/08TDrOXSwIOn2D1SBoie/Screenshot%202025%2011%2017%20at%201.26.50%E2%80%AFam.png)

Send a text message to any contact with a mobile number on file — see [Sending a Text Message](/households/sending-a-text-message.md) for the full walkthrough.

### Launch Workflow

![Launch Workflow](https://content.gitbook.com/content/qzoPnlIGiL5ejRdJEq5X/blobs/Y1Ky5NOqUydtCDc21ZVv/Screenshot%202025%2011%2017%20at%201.28.45%E2%80%AFam.png)

{% stepper %}
{% step %}

#### Select Household

Choose the Household you want the workflow to run for.
{% endstep %}

{% step %}

#### Select Workflow (Job Template)

Pick the workflow (job template) you wish to launch.
{% endstep %}

{% step %}

#### Confirm

Confirm the selection to start the workflow.
{% endstep %}
{% endstepper %}