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Administrator Guide
Last Updated: 2025-11-14
Configure Quick Actions Section

Configure Quick Actions Section

  • Review setup considerations for Hubs.
  • Security: Set Up: Tenant Setup - Hub domain in the System functional area.
Quick actions enable you to customize centralized spaces in Workday Hubs so that users can go directly from the Hub overview page to a task, report, external link, or Workday Extend app.
You can:
  • Add Workday-delivered quick actions.
  • Create custom quick actions.
  • Organize quick actions into sections on the Hub overview page.
  1. Access the
    Maintain Hubs
    task.
  2. On the hub you want to configure, select
    Actions
    View Overview Configuration
     .
  3. Click
    Manage Quick Actions
    .
  4. To add Workday-delivered quick actions, click
    Copy from Workday Actions.
    1. Select the buttons you want to add as quick actions.
    2. (Optional) Enter a label override for an action.
    3. Click
      OK
      .
      The
      Copy from Workday Actions
       button only appears for Hubs that Workday delivered with a default set of buttons.
  5. To configure new quick actions, click
    Create Quick Actions Section
    .
    1. In the
      Section Name
       field, enter a name for the new section.
    2. Click
      OK
      .
  6. From the
    Actions
    menu of your new
    Quick Actions
     section, select
    Edit
    .
    1. Add a row to the
      Quick Actions
       grid.
    2. On the
      Action
      prompt, select
      Create Quick Action
      .
    3. Complete the task:
    Option
    Description
    Label
    Enter the text to display on the button.
    Access
    Select security groups or conditional rules.
    Links
    Select an external link, a task or report, or a dashboard.
  7. Click
    OK
    .
  8. Click
    OK
    .
    You can add up to 10 actions buttons.
  9. To configure Quick Actions on the Hub overview, click
    View Overview Configuration
    .
  10. Click
    Edit
    .
  11. On the
    Content
     section, select
    Customize Sections and Cards
    .
  12. Add rows for Workday-delivered quick actions or any new
    Quick Actions
     sections.
  13. Add cards contained in the new sections.
  14. Click
    OK
    .
Workday displays the configured
Quick Action
 sections on the Hub overview page.