Buttons: Difference between revisions
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== Additional Information == | == Additional Information == | ||
*The interval restriction for pressing the same button in the same task is 1 minute. | *The interval restriction for pressing the same button in the same task is 1 minute. | ||
*Buttons are available only to users on the | *Buttons are available only to users on the '''Business''' and '''Corporate''' 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. | *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: | *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 == | == Training Materials == | ||
Buttons are covered in the following Planfix Academy courses: | Buttons are covered in the following Planfix Academy courses: | ||
Revision as of 11:57, 10 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 Corporate 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