Quick link portlets

Quick links are pre-defined links to HCL® Marketing Software products. Some quick links enable users to perform basic actions in the HCL Marketing Software product within the dashboard, without navigating to the product. You can configure portlets that contain a set of quick links that you choose.

Quick links for HCL Marketing Software products are installed when the product is installed. As of the 9.0.0 release, only Marketing Operations provides quick links. The same security considerations apply for quick links as for pre-defined portlets.

To add a quick links portlet to one of your dashboards, click Manage Portlets > Create Quick Link Portlet and select the quick links you want to include.

The following table describes the quick links available when Marketing Operations is installed.

Table 1. List of quick link portlets

Quicklink	Function
Create New Project Request	Opens up a popup window where you can choose a project template to create a Project Request. You can also click Continue to open the Project Request wizard in the application.
Create New Project	Opens up a popup window where you can choose a Project template to create a Project. You can also click Continue to open the Project wizard in the application.
Add Invoice	Opens the Add Invoice wizard in the application.
Projects	Opens the Project List page in the application.
Reports	Opens the Analytics > Operational Analytics page.
Resource Library	Opens the Asset Library page in the application.
Approvals	Opens the Approvals List page in the application.