Displaying buttons in workspaces

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You can manage which buttons are displayed in various sections of a workspace. To do this, select the Button display tab in the settings panel: ZBvfLW.png


Sections where you can configure button display:

  • Tasks
  • Contacts
  • Projects
  • Reports

Each section contains objects with their own button sets. For example, when you click Viewing task you see a list of available buttons: SNlBFq.png


Here's how they look in a task card: Wx8ohj.png


Click the light bulb to remove a button as needed: mlIoH2.png


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