Buttons: Difference between revisions

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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:

Revision as of 12:29, 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:

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:

MMbuHh.jpg

Training Materials

Buttons are covered in the following Planfix Academy courses:

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