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Does your work save automatically?

How saving works, what the saved indicator means, and the save-and-next shortcut.

Written by Tim Lea

Short answer: Yes, everything you enter in the portal saves automatically as you go, there is no Save button to press.


How autosave works

Most fields in the portal save themselves a short moment after you stop typing, usually less than a second. You don't need to click anywhere or find a Save button, because there isn't one.

Note: If a field fails to save, you'll see a toast notification telling you something went wrong, and the portal will re-fetch the latest version from the server so you're never looking at a false "saved" state.

In Journey Builder (used for Client Journey and Team Rhythm), you'll see a small saved indicator near your changes instead of a toast. It cycles through:

  • Saving… while your change is being sent

  • All changes saved once it's confirmed

  • Couldn't save, retrying if something went wrong (it will keep trying in the background)

Journey Builder chip reading "All changes saved" next to a meeting card.

Did you lose your answers if you closed the tab?

If you were mid-type when you closed the tab, the portal doesn't warn you before you leave, and it doesn't detect if you've gone offline. That means the last few keystrokes in a field, if they hadn't been saved yet, may not have made it through.

Tip: If you're navigating away from a page inside the portal (rather than closing the tab entirely), any pending changes are flushed before you move on, so normal in-app navigation is safe.

If you're ever unsure whether something saved, refresh the page and check the field. If it shows what you expected, it saved.

Is there a save shortcut?

In a few specific forms, you can press Cmd+Enter (or Ctrl+Enter on Windows) to submit, rather than clicking the on-screen button. This is a shortcut for submitting that form, not a separate save action, since your entries are already saving in the background as you type.

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