Action Buttons
C
Cliente
Create the possibility to create buttons, config them (size, color, letters, etc... and associated the button to an action, it can be an automation, a code (php, python, etc) a link, etc...
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Gurminder Dhami
Zach There can be multiple use cases;
It can be used as trigger for automating something relating to a particular task
Example 1: a button named "Update Client" can be created. And an automation can be created when this button is clicked send an email;
Example 2: a button named "Emergency" can be created; And an automation can be created when this button is clicked assignee and watchers are alerted;
Example 3: Let's say there is a list created for Website development for a Client, and in that list there are multiple task and each task is for devlopment of a particular page of the website; Now, if I can create a button named "Report Bug" and create an automation that when client / any team member clicks that button, automatically a sub-task is created, due date is assigned and relevant persons are notified.
The Possibilities are endless!
Jordan Ringo
If it's helpful, another way to use this would be similar to how Monday.com has their button feature set up. I can add a column that is Button, and when you click said button it kicks off whatever action you set with that button (e.g., when you click Button titled "Inbox" (a custom name), it will do xyz to the task.
I would use the button to add a task/subtask to another list because the current process to get there is excruciating.
Zach
Cliente can you give me an example of how you'd use this in a workflow? Thanks!
C
Cliente
Zach: basically buttons, can be used fo several usages: For example. 1 - I can add a link (URL) to a link and open any website or external tools, using a button. 2 - I can add a button to any task or sub-task for example as an "approval" for that specific task and then associate to the button the approval process. 3 - I can add a button to a dashboard in order to switch between different dashboard view or even apply a sort of filters, using a single click. 4 - Using a button to run a code (python, php, etc...) 5 - Use a button to apply any template to a dashboard, task, sub task,, automation, etc.... In summary there are a lot of applications.