Zenkit

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

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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 11

• 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 9

• Guide to Formulas and Aggregations
• Formula fields
• Aggregations
• Subitems field
• Date fields and reminders

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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

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Collaboration 14

• Managing workspace members
• Managing collection members
• User roles and permissions
• Assigning an item to a member
• Moving collections between workspaces

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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

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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

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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

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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 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

Getting Started 6

• Welcome to Zenkit Projects
• Creating a project
• Creating a task
• Creating a new folder
• The Homescreen

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Collaboration 8

• Managing Folder Members
• Managing Project Members
• Activities
• Assigning a task to a member
• Comments

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Views 10

• Switching between Views
• Kanban View
• Table View
• Hierarchy View
• Gantt View

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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

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Customizing Zenkit Projects 8

• Customizing your projects
• Project Add-Ons
• Using the Archives
• Filtering tasks
• Notifications

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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

Getting Started 7

• Introduction to To Do
• Creating a list
• Creating a folder
• Hide or show completed tasks
• Quick Add

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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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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

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Zenkit Profile Settings 6

• Your Zenkit Profile
• Installed Products
• Authentication
• Integrations
• Deleting your account

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Organizations 9

• Creating and managing an organization
• Users
• Groups
• Managing activities and accesses in your organization
• Authentication

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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