Buttons: Difference between revisions

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:

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:

Basic course

Go To

Feature Description

@@ Line 1: / Line 1: @@
-Planfix lets you add additional buttons to tasks and contacts for completing sets of operations.
+{{#seo:
+|title=Buttons
+|titlemode=append
+|keywords=Planfix, task, statuses, changing, task statuses
+|description=Task
+}}
+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)]]
+*[[Contact process buttons|Buttons in Contacts]]
+*[[Buttons for changing task statuses|Buttons for changing task status]]
+*[[Displaying buttons in workspaces|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 [https://planfix.com/prices/ 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:
-== Setting up buttons ==
+https://s.pfx.so/pf/IB/MMbuHh.jpg
-Buttons are set up in the Account management section. In each task and contact process, there is a Button subsection:
+== Training Materials ==
+'''Buttons''' are covered in the following '''Planfix Academy''' courses:
+*[https://academy.planfix.com/auth/sign/in Basic course]
-https://pic.planfix.ru/pf/8V/B3ZOmm.png
+== Go To ==
+*[[Feature Description]]