Buttons

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: Basic course

Go To

• Feature Description