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Action Buttons

Action buttons are configurable buttons that appear on work items or on the project board. Each button triggers a specific workflow when clicked, giving your team a simple one-click way to start automation without navigating to the workflow panel.

Where action buttons appear

  • Work item buttons — Appear in the action menu or detail panel of individual work items. The workflow receives the triggering work item as context.
  • Project buttons — Appear on the project board or backlog header. These are not tied to a specific work item and are useful for project-wide actions such as generating a status report or syncing data from an external tool.

Creating an action button

  1. Go to Project Settings > Action Buttons and select New Button.
  2. Enter a label for the button. This is what users will see.
  3. Select the scope: Work Item or Project.
  4. Choose the workflow to trigger. Only workflows with a compatible trigger type will appear in the list.
  5. Optionally add a confirmation message that is shown to the user before the workflow runs.
  6. Select Save. The button will appear immediately in the relevant UI.

Controlling who can see a button

You can restrict a button to specific roles. For example, a "Deploy to Staging" button might be limited to project admins while a "Request Review" button is available to all members.

Confirmation prompts

For actions that are hard to undo — such as closing all open items or triggering a deployment — enable the confirmation prompt on the button. The user will be asked to confirm before the workflow starts.

Editing and removing buttons

Buttons can be edited or deleted at any time from Project Settings > Action Buttons. Removing a button does not affect any workflow runs that were already triggered by it.

Next steps

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