Zenkit

Welcome! 2

• Welcome to Zenkit!
• Zenkit Structure

Folder 5

• Creating a new folder
• Renaming folder
• Deleting a folder
• Creating subfolders
• Folder organization

Lists and list types 15

• Creating a new list
• Using templates to create a new list
• Duplicating an existing list
• Renaming your list
• Moving a list

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Items 11

• Creating a new item
• Copying items
• Expanding items
• Navigating between items
• Finding an item

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Views 12

• An introduction to views
• Guide to list view
• Guide to Kanban view
• Guide to table view
• Guide to calendar view

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Fields 10

• Guide to basic fields
• Guide to the primary field
• Customizing and converting fields
• Adding a field
• Adding a field description

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Advanced field types & workflows 10

• Guide to Formulas and Aggregations
• Formula fields
• Aggregations
• Subitems field
• Formulas for texts and labels

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Zenkit Base Add-Ons 6

• What are add-ons?
• Project Themes
• Calendar Synchronization
• iCalendar Subscription
• Colored Items and Tasks

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Collaboration 13

• Managing folder members
• Managing list members
• User roles and permissions
• Assigning an item to a member
• Moving lists between folders

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Connecting Zenkit to other services 9

• List Connectors
• Connecting Zenkit to Trello
• Connecting Zenkit to Asana
• Integrating Zenkit with PomoDoneApp
• Connecting to other file storage apps

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Exporting your data 4

• Exporting a list as a CSV file
• Printing a list
• Exporting a list as JSON file
• Exporting files as ZIP

Importing & adding data 6

• Importing a board from Trello
• Importing a project from Asana
• Creating a new list via CSV/spreadsheet import
• Importing a spreadsheet from Excel or Google Sheets
• Importing a Microsoft Access database

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Tips & tricks 10

• Add a label using #
• Copy and paste
• Keyboard shortcuts
• Find and replace
• Using panels

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Miscellaneous 6

• Offline Storage
• Zenkit technical requirements
• Allow pop ups
• Refresh for updates
• Zenkit version number

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Access Control for Zenkit 5

• Password Protected Access
• Setting up Access Control
• Access Control - Only Show Items That are Assigned To the Member
• Access Control - Show Selected Fields
• Access Control - Display Items from a Certain Period

Your Organizations 2

• Managing and viewing organizations, you are part of
• Switching between Organisations

Personal Views 9

• Introduction to Personal Views
• Introduction to "All Tasks"
• Introduction to "All tasks as Kanban"
• Introduction to Calendar
• Introduction to Resource Planning

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Dashboard and Homescreen 5

• Charts on your Dashboard
• Lists on your Dashboard
• Calendar Widgets on your dashboard
• Sticky Notes and Rich Texts for Dashboards
• The Start Screen

Chats 5

• Opening and closing chats in Zenkit
• Chatting in Zenkit
• Hiding Chats
• Chat Settings
• Searching chats

Settings 8

• My Favorites
• Customizing Zenkit
• Accessing the archive
• Zenkit Profile Settings
• Notification settings

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Navigation Panel 4

• Recently used lists
• Navigating between lists using the panel
• Introduction to the Inbox
• Viewing and commenting on activities

Portfolios 5

• Introduction to Protfolios
• Creating and setting up a new portfolio
• Sorting, Filtering, and Grouping in Portfolios
• Enhancing Collaboration with Zenkit Portfolios
• How to Personalize Portfolios in Zenkit

SSO & Provisioning for Identity Providers 4

• Provisioning
• Setting up custom SAML in Azure AD
• Provisioning in Azure AD
• Single Sign-On (SSO)

Dashboards 5

• Introduction to dashboards
• Charts on your dashboard
• Lists for your dashboard
• Calendar widgets
• Sticky Notes and Rich Text for your dashboard

Getting Started 6

• Introduction to To Do
• Creating a list
• Creating a folder
• Hide or show completed tasks
• Due Dates

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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
• Member Permissions
• Commenting and @mentions

Mastering To Do 13

• Using Smart Lists
• Getting notifications
• Reminders
• Repeaters / Recurring Tasks
• Subtasks

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To Do app settings 7

• To Do app settings VS Zenkit Profile settings
• General
• Theme
• Notifications
• Smart Lists

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List and Folder settings and actions 9

• List settings
• Folder settings
• List Actions
• Access
• Archive

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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?
• What is the difference between the profile settings and the app settings?
• How do I disconnect my Zenkit To Do list from Zenkit Base?

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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
• Access Control - Only Show Selected Fields
• Access Control - Display Items from a Certain Period

Getting started with Zenchat 9

• Meet Zenchat
• Creating your account
• Adding a new chat contact
• 1:1 Chats
• Group Chats

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Working with Tasks 7

• Enable task creation in a chat
• Create a task from a message
• View the chat task list
• View and edit tasks
• Viewing tasks in other Zenkit products

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Zenchat App Settings 7

• General
• Theme
• Notifications
• Chat Settings
• Zenkit Profile settings

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Getting Started 5

• The structure of Hypernotes
• Creating a new notebook and notebook settings
• Creating a new page
• Pages and Blocks
• Organizing Notebooks in Folders

Mastering Hypernotes 15

• Shortcuts and help menu
• Referencing
• Tasks
• Favorites
• Previewing the Table of Contents

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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
• Exporting Pages

Importing to Hypernotes 1

• Importing into Hypernotes

Getting Started 4

• Creating a new Form
• The Different Control Types
• Forms and Collections
• Anonymously vs. Publicly Editing Forms

Managing Forms 7

• The Form Settings
• Collaborating on Forms
• Publishing your Forms
• Home Screen
• Connecting Forms via the Zenkit Suite

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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
• How to Modify the Success Page
• Embedding Videos, Images, Links and more

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