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

Inbox and Notifications 3

• Introduction to the Inbox
• Notification settings
• Managing subscriptions and corresponding notifications