Zenkit
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Knowledge base
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
14
Creating a new list
Using templates to create a new list
Duplicating an existing list
Renaming your list
Moving a list
View all 14
Items
11
Creating a new item
Copying items
Expanding items
Navigating between items
Finding an item
View all 11
Views
12
An introduction to views
Guide to list view
Guide to Kanban view
Guide to table view
Guide to calendar view
View all 12
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
10
Guide to Formulas and Aggregations
Formula fields
Aggregations
Subitems field
Formulas for texts and labels
View all 10
Zenkit Base Add-Ons
6
What are add-ons?
Project Themes
Calendar Synchronization
iCalendar Subscription
Colored Items and Tasks
View all 6
Collaboration
12
Managing folder members
Managing list members
User roles and permissions
Assigning an item to a member
Moving lists between folders
View all 12
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
View all 9
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
View all 6
Tips & tricks
10
Add a label using #
Copy and paste
Keyboard shortcuts
Find and replace
Using panels
View all 10
Miscellaneous
6
Offline Storage
Zenkit technical requirements
Allow pop ups
Refresh for updates
Zenkit version number
View all 6
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
View all 9
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
View all 8
Navigation Panel
4
Recently used lists
Navigating between lists using the panel
Introduction to the Inbox
Viewing and commenting on activities
Zenkit Projects
Dashboards
5
Introduction to dashboards
Charts on your dashboard
Lists for your dashboard
Calendar widgets
Sticky Notes and Rich Text for your dashboard
Zenkit To Do
Getting Started
6
Introduction to To Do
Creating a list
Creating a folder
Hide or show completed tasks
Due Dates
View all 6
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
SSO & Provisioning for Identity Providers
4
Provisioning
Setting up custom SAML in Azure AD
Provisioning in Azure AD
Single Sign-On (SSO)