Let’s say you want to alert your team, start the time tracking column, or move anything quickly. The Button Column will then be able to assist you in completing that task on your board. By including this column in your workflow, you can easily complete these tasks with only one button click.

How to add it

To include the Button Column, access the addition of columns feature by selecting the plus sign situated on the rightmost section of your board, then opt for “more columns”.

After accessing the column center, navigate to the list of available columns and locate the “Button” option by scrolling through the list or utilizing the search bar.

How it works

As soon as you add the column, you’ll be prompted to configure an action that will take place instantly when the button is clicked on.

To set up a particular action, select the “Set up” button in blue from the image shown. This will take you to the configuration page for custom automations, where you can specify the action you want to activate whenever you or your colleagues click the button.

You must set up the corresponding parameters based on the selected action. In the example below, we have set up the button to generate a new item each time it’s clicked. For further information on how to set up custom automations, you can refer to this resource.

 After the setup process, the custom automation for the Button Column will be added to the board’s automation center.

Customizing your button

Customize as you wish from here!

 Note: Any team member who has access to the board can activate the action by clicking on the button. However, only the board owners and the individuals who set up the Button Column can modify it, much like automation.

Deleting or editing the Button Column automation

To modify or remove the Button Column automation, follow the same process used to edit other automation. Click on the “Automation” button located on the top right of the board to access your Automation Center.

From the Automation Center, you can make any necessary modifications or deletions to the automation action triggered by clicking the button. To gain further knowledge on automation, refer to this resource.

Alternatively, you can delete or modify the automation directly from the column settings.

For further questions, please visit our Knowledge Center.  To view the Knowledge Center, click the Home Page icon the top right of your page, then select “Support” and make you way to “Help Center” in the bottom left.  If you have additional questions, please feel free to contact our team by selecting the blue “Contact Us” button.