Buttons
From Planfix
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