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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
Renaming your collection
Moving a collection
View all 11
Items
11
Creating a new item
Copying items
Expanding items
Navigating between items
Finding an item
View all 11
Views
11
An introduction to views
Guide to list view
Guide to Kanban view
Guide to table view
Guide to calendar view
View all 11
Fields
10
Guide to basic fields
Guide to the primary field
Customizing and converting fields
Adding a field
Adding a field description
View all 10
Advanced field types & workflows
9
Guide to Formulas and Aggregations
Formula fields
Aggregations
Subitems field
Date fields and reminders
View all 9
Using references to link collections
1
Reference fields
Zenkit Base Add-Ons
12
What are add-ons?
My Calendar
My Favorites
My Team
Recent collections
View all 12
Collaboration
14
Managing workspace members
Managing collection members
User roles and permissions
Assigning an item to a member
Moving collections between workspaces
View all 14
Connecting Zenkit Base to other services
9
Collection Connectors
Connecting Zenkit to Trello
Connecting Zenkit to Asana
Connecting Zenkit to Microsoft Teams
Integrating Zenkit with PomoDoneApp
View all 9
Exporting your data
4
Exporting a collection as a CSV file
Printing a collection
Exporting a collection as JSON file
Exporting files as ZIP
Importing & adding data
6
Importing a board from Trello
Importing a project from Asana
Creating a new collection via CSV/spreadsheet import
Importing a spreadsheet from Excel or Google Sheets
Importing a Microsoft Access database
View all 6
Activity history & restoring archives
2
The activities feed
Restoring archived items
Tips & tricks
11
Add a label using #
Copy and paste
Keyboard shortcuts
Find and replace
Customizing Zenkit
View all 11
Miscellaneous
6
Offline Storage
Zenkit technical requirements
Allow pop ups
Refresh for updates
Zenkit version number
View all 6
Access Control for Zenkit Base
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
1
Managing and viewing organizations, you are part of
Zenkit Projects
Getting Started
6
Welcome to Zenkit Projects
Creating a project
Creating a task
Creating a new folder
The Homescreen
View all 6
Collaboration
8
Managing Folder Members
Managing Project Members
Activities
Assigning a task to a member
Comments
View all 8
Views
10
Switching between Views
Kanban View
Table View
Hierarchy View
Gantt View
View all 10
Smart Views
9
Introduction to Smart Views
Introduction to the global task list
Introduction to global Kanban
Introduction to Global Calendar
Introduction to Resource Planning
View all 9
Customizing Zenkit Projects
8
Customizing your projects
Project Add-Ons
Using the Archives
Filtering tasks
Notifications
View all 8
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
Exporting your projects' files as ZIP
Fields
5
Subtasks field
Field Properties
Custom fields
Reference fields
Recurring Tasks
Access Control for Projects
5
Setting up Access Control for your Projects
Password Protected Access for Projects
Access Control - Only show selected tasks
Access Control - Only Show Selected Project Fields
Access Control - Display Tasks From Certain Time Periods
Your Organizations
1
Organizations - Managing and viewing them
Dashboards
5
Introduction to dashboards
Charts on your dashboard
Lists for your dashboard
Calendar widgets
Sticky Notes and Rich Text for your dashboard
Automations
3
Setting up automations
Creating custom automations
Filter as trigger for automations
Zenkit To Do
Getting Started
7
Introduction to To Do
Creating a list
Creating a folder
Hide or show completed tasks
Quick Add
View all 7
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
View all 13
To Do app settings
7
To Do app settings VS Zenkit Profile settings
General
Theme
Notifications
Smart Lists
View all 7
List and Folder settings and actions
9
List settings
Folder settings
List Actions
Access
Archive
View all 9
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?
View all 28
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
Zenchat
Getting started with Zenchat
9
Meet Zenchat
Creating your account
Adding a new chat contact
1:1 Chats
Group Chats
View all 9
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
View all 7
Zenchat App Settings
7
General
Theme
Notifications
Chat Settings
Zenkit Profile settings
View all 7
Hypernotes
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
View all 15
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
Zenforms
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
View all 7
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
View all 8
Zenkit Suite
Connecting Zenkit Products
6
Using the Zenkit Suite
Example: Connecting To Do with Base (and vice versa)
Removing a connection
Installing another Zenkit product
Uninstalling a product from the Zenkit Suite
View all 6
Zenkit Profile Settings
6
Your Zenkit Profile
Installed Products
Authentication
Integrations
Deleting your account
View all 6
Organizations
9
Creating and managing an organization
Users
Groups
Managing activities and accesses in your organization
Authentication
View all 9
SSO & Provisioning for Identity Providers
4
Provisioning
Setting up custom SAML in Azure AD
Provisioning in Azure AD
Single Sign-On (SSO)
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
Subscription Troubleshooting