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)