Buttons: Difference between revisions
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Planfix allows users to add additional buttons to objects (tasks), contacts, and workspaces to perform various operations. There are several types of buttons available: | Planfix allows users to add additional buttons to [[Objects|objects (tasks)]], [[Contacts|contacts]], and [[Workspaces|workspaces]] to perform various operations. There are several types of buttons available: | ||
*[[Object buttons|Buttons in Objects (Tasks)]] | *[[Object buttons|Buttons in Objects (Tasks)]] | ||
*[[Contact process buttons|Buttons in Contacts]] | *[[Contact process buttons|Buttons in Contacts]] | ||
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*Use the "Do not notify" option when configuring buttons to avoid distracting employees from their current work, such as when changing the task assignees: | *Use the "Do not notify" option when configuring buttons to avoid distracting employees from their current work, such as when changing the task assignees: | ||
https://s.pfx.so/pf/IB/MMbuHh.jpg | |||
== Training Materials == | == Training Materials == | ||
Buttons are covered in the following Planfix Academy courses: | '''Buttons''' are covered in the following '''Planfix Academy''' courses: | ||
[https://academy.planfix.com/auth/sign/in Basic course] | *[https://academy.planfix.com/auth/sign/in Basic course] | ||
== Go To == | == Go To == | ||
*[[Feature Description]] | *[[Feature Description]] | ||
Latest revision as of 12:55, 11 July 2024
Planfix allows users to add additional buttons to objects (tasks), contacts, and workspaces to perform various operations. There are several types of buttons available:
- Buttons in Objects (Tasks)
- Buttons in Contacts
- Buttons for changing task status
- Buttons in workspaces
- Button groups
Additional Information
- The interval restriction for pressing the same button in the same task is 1 minute.
- Buttons are available only to users on the Business and Enterprise plans. For specific button limits, refer to the plan options table.
- Buttons that are disabled or not displayed based on conditions can still be pressed via an automated script. Pressing a button in a script executes its actions without checking the button's conditions.
- Use the "Do not notify" option when configuring buttons to avoid distracting employees from their current work, such as when changing the task assignees:
Training Materials
Buttons are covered in the following Planfix Academy courses: