You can automate tasks using buttons in Coda to perform actions like adding rows, deleting rows, sending emails, updating values, and more. Here's how to set it up:
- Navigate to your Coda document.
- Add a new task to your workflow to track work that needs to be completed.
- Select 'Button' to create an interactive button that will automatically add tasks with pre-filled information.
- Define what happens when someone clicks your button. This is where we set up the automation action.
- Choose which table will receive the new task data. Buttons can affect any table in your doc, creating flexible workflows.
- Customize your button's appearance with text that communicates its purpose.
- Take a moment to confirm that everything looks right. Your button should be ready to streamline your task creation process.
