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Knowledge base
Zenkit Base
Welcome!
3
Welcome to Zenkit!
Zenkit Structure
Quick start guide to Zenkit Base
Workspaces
3
Creating a new workspace
Renaming your workspace
Deleting a workspace
Collections
11
Creating a new collection
Using templates to create a new collection
Duplicating an existing collection
See all 11 articles
Items
11
Creating a new item
Copying items
Expanding items
See all 11 articles
Views
10
An introduction to views
Guide to list view
Guide to Kanban view
See all 10 articles
Fields
10
Guide to basic fields
Guide to the primary field
Customizing and converting fields
See all 10 articles
Advanced field types & workflows
9
Guide to Formulas and Aggregations
Formula fields
Aggregations
See all 9 articles
Using references to link collections
1
Reference fields
Zenkit Base Add-Ons
12
What are add-ons?
My Calendar
My Favorites
See all 12 articles
Collaboration
15
Managing workspace members
Managing collection members
User roles and permissions
See all 15 articles
Connecting Zenkit Base to other services
9
Collection Connectors
Connecting Zenkit to Trello
Connecting Zenkit to Asana
See all 9 articles
Exporting your data
4
Exporting a collection as a CSV file
Printing a collection
Exporting a collection as JSON file
See all 4 articles
Importing & adding data
6
Importing a board from Trello
Importing a project from Asana
Creating a new collection via CSV/spreadsheet import
See all 6 articles
Activity history & restoring archives
2
The activities feed
Restoring archived items
Tips & tricks
11
Add a label using #
Copy and paste
Keyboard shortcuts
See all 11 articles
Miscellaneous
6
Offline Storage
Zenkit technical requirements
Allow pop ups
See all 6 articles
Access Control for Zenkit Base
5
Password Protected Access
Setting up Access Control
Access Control - Only Show Items That are Assigned To the Member
See all 5 articles
Your Organizations
1
Managing and viewing organizations, you are part of
Zenkit Projects
Getting Started
6
Welcome to Zenkit Projects
Creating a project
Creating a task
See all 6 articles
Collaboration
8
Managing Folder Members
Managing Project Members
Activities
See all 8 articles
Views
8
Switching between Views
Kanban View
Table View
See all 8 articles
Smart Views
9
Introduction to Smart Views
Introduction to the global task list
Introduction to global Kanban
See all 9 articles
Customizing Zenkit Projects
8
Customizing your projects
Project Add-Ons
Using the Archives
See all 8 articles
Exporting and importing your data
4
Exporting a project as a CSV file
Exporting a project as JSON file
Creating a new project via CSV import
See all 4 articles
Fields
5
Subtasks field
Field Properties
Custom fields
See all 5 articles
Access Control for Projects
5
Setting up Access Control for your Projects
Password Protected Access for Projects
Access Control - Only show selected tasks
See all 5 articles
Zenkit To Do
Getting Started
7
Introduction to To Do
Creating a list
Creating a folder
See all 7 articles
Importing from other apps
3
Importing from Wunderlist
Importing from Microsoft To Do
Importing from Asana
Collaborating
5
Adding a member to a list
Adding a member to a folder
Assigning Tasks
See all 5 articles
Mastering To Do
13
Using Smart Lists
Getting notifications
Reminders
See all 13 articles
To Do app settings
7
To Do app settings VS Zenkit Profile settings
General
Theme
See all 7 articles
List and Folder settings and actions
9
List settings
Folder settings
List Actions
See all 9 articles
List Add-ons
3
List themes
iCalendar Subscription
Email to List
Zenkit To Do FAQs
28
How do I move multiple tasks at once?
If I've exported my lists from To Do, can I import them back in?
How can I export my lists/folders?
See all 28 articles
Access Control in Zenkit To Do
5
Creating Password Protected Accesses for Lists
Setting up Access Control for Lists
Access Control - Only Show Tasks That are Assigned to the Member
See all 5 articles
Zenchat
Getting started with Zenchat
8
Meet Zenchat
Creating your account
Adding a new chat contact
See all 8 articles
Working with Tasks
7
Enable task creation in a chat
Create a task from a message
View the chat task list
See all 7 articles
Zenchat App Settings
7
General
Theme
Notifications
See all 7 articles
Hypernotes
Getting Started
5
The structure of Hypernotes
Creating a new notebook and notebook settings
Creating a new page
See all 5 articles
Mastering Hypernotes
15
Shortcuts and help menu
Referencing
Tasks
See all 15 articles
Zenkit Suite
2
Zenkit Suite
Removing Users from your Account
Exporting
4
Exporting Notebooks as JSON File
Exporting Notebooks as PDF
Exporting Notebooks in Markdown
See all 4 articles
Importing to Hypernotes
1
Importing into Hypernotes
Zenforms
Getting Started
4
Creating a new Form
The Different Control Types
Forms and Collections
See all 4 articles
Managing Forms
7
The Form Settings
Collaborating on Forms
Publishing your Forms
See all 7 articles
Collection Settings
3
Adding and Managing Form Fields
Forms and Add Ons
Archived Responses
Advanced Form Settings
8
Creating Subforms
Introduction to Duplicate Check
Creating forms in different languages
See all 8 articles
Zenkit Suite
Connecting Zenkit Products
6
Using the Zenkit Suite
Example: Connecting To Do with Base (and vice versa)
Removing a connection
See all 6 articles
Zenkit Profile Settings
6
Your Zenkit Profile
Installed Products
Authentication
See all 6 articles
Organizations
9
Creating and managing an organization
Users
Groups
See all 9 articles
SSO & Provisioning for Identity Providers
4
Provisioning
Setting up custom SAML in Azure AD
Provisioning in Azure AD
See all 4 articles
Zenkit for Developers
1
Zenkit API documentation
Subscriptions and Payment
4
Purchase a subscription for any Zenkit product
Managing your subscription
View your product usage
See all 4 articles
