My Shortcuts
The My Shortcuts plugin lets you define configurable URLs that appear as menu items throughout Project Notes. URLs can contain variable placeholders that are automatically filled in from the current project data when the menu item is invoked.
How It Works
Each shortcut defines a menu item name, a sub-menu, an optional data context, and a URL. When you click the menu item, the URL's variables are replaced with values from the current project and the link is opened in your default browser.
Shortcuts can appear in two places:
- Plugins menu — for shortcuts that don't depend on a specific data type
- Right-click context menu — for shortcuts tied to a specific data type (e.g., projects, people, meeting_attendees)
Variable Substitution
The URL field supports variable placeholders that Project Notes replaces at runtime. Common variables include:
| Variable | Description |
|---|---|
[$projects.project_number.1] |
The project number for row 1 of the XML. |
[$projets.project_name.2] |
The project name for row 2 of the XML. |
[$people.name.1] |
The name of the right-clicked person or attendee |
[$people.email.1] |
The email of the right-clicked person |
See Project Notes XML for the complete list of available XML fields that can be used as variables.
Configuring My Shortcuts
To open the My Shortcuts settings:
- From the Plugins menu choose Settings > My Shortcuts.
Each row in the shortcuts table defines one menu item:
| Column | Description |
|---|---|
| Menu | The label shown in the menu. |
| Submenu | An optional submenu group name to organize shortcuts. |
| Data Type | The table name this shortcut applies to (e.g., projects, people). Leave blank for a global shortcut with no data context. See Data Types for a complete list and explanation of how data types relate to application views. |
| URL | The URL to open. May contain variable placeholders. |
To add a shortcut:
- Open Settings > My Shortcuts.
- Add a new row to the table.
- Fill in the Menu, Submenu, Data Type, and URL.
- Click OK to save.
The new menu item will appear the next time Project Notes loads the plugin, or after a plugin reload.