Documentation Index
Fetch the complete documentation index at: https://support.affinity.co/llms.txt
Use this file to discover all available pages before exploring further.
Immediate Value
After this tutorial, you’ll navigate Affinity using keyboard shortcuts, copy entries between lists efficiently, and have a cheat sheet of the most useful shortcuts.Prerequisites
- Tutorial 1: Your First List
- Tutorial 3: Search and Discovery
Quick-Start Roadmap
- Learn the essential keyboard shortcuts
- Practice search navigation (Cmd+K / Alt+K)
- Copy entries between lists
- Build your shortcut muscle memory
Task 1: Essential Keyboard Shortcuts
Context
Keyboard shortcuts speed up common actions. These cover most daily workflows.Action
Learn these shortcuts (practice each one now):| Action | Mac | Windows/Linux |
|---|---|---|
| Global Search | Cmd+K | Alt+K |
| Filter list | Cmd+Shift+F | Ctrl+Shift+F |
| Sort list | Cmd+Shift+S | Ctrl+Shift+S |
| Add new entry | Cmd+E | Ctrl+E |
| Undo last action | Cmd+Z | Ctrl+Z |
| Bold text (in notes) | Cmd+B | Ctrl+B |
| Italic text (in notes) | Cmd+I | Ctrl+I |
Expected Outcome
You’ve practiced each shortcut at least once and can use Cmd+K / Alt+K without thinking.📚 Help Center
Task 2: Search-First Navigation Workflow
Context
Using global search is often faster than clicking through menus, especially when you know the name of the list, company, or person you want to reach.Action
Practice this workflow:- Press Cmd+K (Mac) / Alt+K (Windows)
- Type the first few letters of a list name, company, or person
- Press Enter on the top result
- You’re there — no clicking through the sidebar
Expected Outcome
Search-first navigation feels natural. You instinctively reach for Cmd+K / Alt+K.Task 3: Copy Entries Between Lists
Context
When a deal progresses from a Sourcing list to a Pipeline list, copy the entry rather than recreating it. This preserves all profile data and history.Action
- Open the source list (e.g., Sourcing)
- Select the entry (or entries) you want to copy
- Click “Copy to List” in the toolbar
- In the modal, “Select or create a list” as the destination (e.g., “Deal Pipeline”)
- Click “Add to List”
Expected Outcome
The entry appears in the destination list with shared (🔵 blue) data intact and new list-specific (⚫ black) fields ready to fill.📚 Help Center
Task 4: Build Your Shortcut Muscle Memory
Context
Shortcuts only save time once they’re automatic. This exercise builds the habits.Action
5-minute daily drill:- Cmd+K / Alt+K → Navigate to a list
- Cmd+Shift+F / Ctrl+Shift+F → Add a filter
- Cmd+Shift+S / Ctrl+Shift+S → Sort the results
- Cmd+E / Ctrl+E → Start adding an entry (cancel if you don’t want to add one)
- Cmd+K / Alt+K → Navigate somewhere else Repeat for several days until the shortcuts feel automatic.
Expected Outcome
After a few days of practice, you use shortcuts without conscious thought.Common Questions
Where can I see all available shortcuts?
Where can I see all available shortcuts?
Go to Settings → Keyboard Shortcuts to see the full list, or check the Keyboard Shortcuts help article.
Can I customize keyboard shortcuts?
Can I customize keyboard shortcuts?
Not currently. Affinity uses a fixed set of shortcuts.
Do shortcuts work in all views?
Do shortcuts work in all views?
Most shortcuts work across views. Cmd+K / Alt+K (search) works everywhere. Filter and Sort shortcuts are specific to list views.
Where to Go Next
- Next tutorial: Tutorial 9: Building Your Pipeline
- 🗺️ Learning Paths: New Admin Setup (Step 3)
- 📖 Help Center: Keyboard Shortcuts