Buttons

Many of our workflows include small routine tasks like making a meeting agenda or changing the status of tasks. With a button, you can accomplish a lot of repetitive tasks with the click of a button.

To create a button:

• Type / and search for Button

• Label the button and add an emoji

• Add steps and click Done

Insert any text above or below the button. Any content blocks (like checkboxes, bullets, toggle lists, etc.) that you can use on a page, you can include in this text box.

• Add a step and select Insert blocks

• Use the text box to create a template for what you’d like to appear when the button is clicked.

• Click Done or Add another step

Add a page row to a selected database with any selected properties.

• Add a step and select Add pages to...

• Choose the database you’d like to add a page to and if you'd like to use a template

• Add a name

• Add any properties to edit

• Click Done or Add another step

Edit pages in a selected database. You can choose to edit all pages or certain pages based on a filter.

• Add a step and select Edit pages in...

• Choose the database you’d like to edit

• Select Edit all pages in the database or create a filter to find the right pages

• Add any properties to edit

• Click Done or Add another step

Prompt a small confirmation screen anytime someone clicks the button. Include these anytime you want to ensure a page or database is not being changed accidentally.

• Add a step and select Show confirmation

• Edit the confirmation message and buttons if needed

• Click Done or Add another step

This will open a selected page upon clicking the button. This could be a existing page or a page that was created within the button itself.

• Add a step and select Open page

• Select the page you’d like to open and in what view to open it

• Click Done or Add another step

• Hover over your button and click ⋮⋮ in the left margin. Or click the ••• icon that appears to the right. You can also right click. All of these actions will bring up the same menu.

• Click Delete to remove your button entirely. You'll have to remake it to bring it back.