Quick summary
Coda buttons let you automate task creation by triggering pre-configured actions — like adding a row to a table — with a single click. This tutorial walks you through building a fully functional automation button in a Coda document, from setup to confirmation.
Steps
- Navigate to your Coda document to get started.
- Add a new task to your workflow to track work that needs to be completed.
- Select Button to create an interactive element that will automatically add tasks with pre-filled information.
- Define what happens when someone clicks your button by setting up the automation action using the Add row option.
- Choose which table will receive the new task data — buttons can affect any table in your doc, enabling flexible workflows.
- Customize your button's appearance with text that clearly communicates its purpose.
- Confirm everything looks correct and verify your button is ready to streamline task creation.
