Online Documentation

Comprehensive guide to all you can do with Zapty

Teja Shah avatar Neeraj Hora avatar Avinash Patil avatar +1
111 articles in this collection
Written by Teja Shah, Neeraj Hora, and Avinash Patil and 1 other
Setting up

Signing up with Zapty

Teja Shah avatar
Written by Teja Shah
Updated over a week ago

Profile & Preferences

Teja Shah avatar
Written by Teja Shah
Updated over a week ago

Inviting Members, Guests to the Organization

Invite to organization using an email ID; Members are typically employees, colleagues; Guests are external vendors, contractors, clients
Neeraj Hora avatar
Written by Neeraj Hora
Updated over a week ago

Guests

What will your guests experience?
Neeraj Hora avatar
Written by Neeraj Hora
Updated over a week ago

Guest Settings

Configure how you want invited guests (vendors/customers) to use Zapty
Neeraj Hora avatar
Written by Neeraj Hora
Updated over a week ago

Organization Settings

As an Admin you can set this up
Neeraj Hora avatar
Written by Neeraj Hora
Updated over a week ago

Customization of Sidebar for Enterprise Plan Users

Use predefined themes or manually choose colours for customizing sidebar
Avinash Patil avatar
Written by Avinash Patil
Updated over a week ago

Branding

Use your own logo
Neeraj Hora avatar
Written by Neeraj Hora
Updated over a week ago

Branding in invites to Guests, Members

Display your brand in the invites sent out to members, guests(clients/customers) you invite to Zapty
Neeraj Hora avatar
Written by Neeraj Hora
Updated over a week ago

Subscription - Trials and Paid Plans

Plans, free trials, subscriptions, upgrades, adding users
Neeraj Hora avatar
Written by Neeraj Hora
Updated over a week ago

Change views

When in Inbox, messages, tasks or threads use the drop down arrow to change views
Neeraj Hora avatar
Written by Neeraj Hora
Updated over a week ago

Context menu

On any screen which has a drop down arrow you can view the context menu for that screen / pane
Neeraj Hora avatar
Written by Neeraj Hora
Updated over a week ago

Change default setting to receive tasks overdue reminders via email

Choose to receive email and mobile notifications by changing the appropriate setting
Avinash Patil avatar
Written by Avinash Patil
Updated over a week ago

Drag and Drop entities under Projects, Discussions, People in the sidebar

Arrange entities under Projects, Discussions and People in the sidebar to ensure a better hierarchy and organization
Avinash Patil avatar
Written by Avinash Patil
Updated over a week ago

Improved usability with the '+' and '-' icons in the sidebar

Improved usability with the '+' and '-' icons in the sidebar to expand collapse items
Avinash Patil avatar
Written by Avinash Patil
Updated over a week ago
Task Management

Task Creation

Teja Shah avatar
Written by Teja Shah
Updated over a week ago

Accountability with Task planning

Teja Shah avatar
Written by Teja Shah
Updated over a week ago

Task views

Different views available for tasks
Teja Shah avatar
Written by Teja Shah
Updated over a week ago

The Task List explained

Task list categories for planned tasks On it, Unplanned, Overdue, Today, Tomorrow, Later this week, Weekend, Next Week, Beyond
Neeraj Hora avatar
Written by Neeraj Hora
Updated over a week ago

Task Details

Hierarchy, notes in tasks, adding followers to tasks
Teja Shah avatar
Written by Teja Shah
Updated over a week ago

Audit alerts on planned date, deadline for the task, Escalation to Admins

Get an audit trail within the task if task has missed plan date or missed deadline
Neeraj Hora avatar
Written by Neeraj Hora
Updated over a week ago

Format of audit trail messages while adding followers to a task context

Multiple audit trail messages shown in threaded format
Avinash Patil avatar
Written by Avinash Patil
Updated over a week ago

Format of audit trail messages for updates to Notes in a task

Multiple audit trail messages shown in threaded format
Avinash Patil avatar
Written by Avinash Patil
Updated over a week ago

Assigning work

Assigning task to others, groups ( pick pattern vs group pattern)
Teja Shah avatar
Written by Teja Shah
Updated over a week ago

All about Checklists

Checklists in tasks, arranging checklists, linked tasks
Neeraj Hora avatar
Written by Neeraj Hora
Updated over a week ago

Subtasks

Breakdown large assignments into smaller tasks
Neeraj Hora avatar
Written by Neeraj Hora
Updated over a week ago

Copy a Task

Copy tasks with title, notes and checklist
Neeraj Hora avatar
Written by Neeraj Hora
Updated over a week ago

Duplicating a task

Working with repetitive tasks is easier with task duplication
Neeraj Hora avatar
Written by Neeraj Hora
Updated over a week ago

Recurring Tasks

Find out how you can add recurrence to tasks
Neeraj Hora avatar
Written by Neeraj Hora
Updated over a week ago

Format of audit trail messages for recurrence notifications

Multiple audit trail messages shown in threaded format
Avinash Patil avatar
Written by Avinash Patil
Updated over a week ago

Moving tasks

Move tasks from one project to another or from a team to project
Neeraj Hora avatar
Written by Neeraj Hora
Updated over a week ago

Remove assignee from tasks

Remove yourself from tasks or remove others from tasks as needed
Neeraj Hora avatar
Written by Neeraj Hora
Updated over a week ago

Search tasks using context and filter tasks using additional options

Use context and view tasks using deadline, plan date and completed tasks
Avinash Patil avatar
Written by Avinash Patil
Updated over a week ago

Use Overflow menu for tasks in the tasks tab

Use the overflow to quickly label tasks
Avinash Patil avatar
Written by Avinash Patil
Updated over a week ago

View tasks by priority in the Tasks view

View and arrange tasks by priority by dragging and dropping tasks in this view (default for project tasks and subtasks)
Avinash Patil avatar
Written by Avinash Patil
Updated over a week ago

All tasks for Person in full screen view

A quick guide on using 'All tasks for person' to view tasks assigned to a particular member
Avinash Patil avatar
Written by Avinash Patil
Updated over a week ago

Task creation via email using #Task

Add tasks to any context via emails using the phrase #Task at the beginning of the email
Neeraj Hora avatar
Written by Neeraj Hora
Updated over a week ago

Make use of Calendar view for better task management

A comprehensive guide on using the calendar under any task view
Avinash Patil avatar
Written by Avinash Patil
Updated over a week ago

Move critically important tasks to the top under Tasks - Priority view

Avinash Patil avatar
Written by Avinash Patil
Updated over a week ago

Export tasks to MS Excel for all task views

Exporting task list for analysis, other integrations
Avinash Patil avatar
Written by Avinash Patil
Updated over a week ago

Deadline Escalation Reminders

A comprehensive article on deadline escalation reminder in case of missed tasks
Avinash Patil avatar
Written by Avinash Patil
Updated over a week ago

Copy bookmark and maximising task pane for details

Use the copy bookmark and maximize task window to view task details
Avinash Patil avatar
Written by Avinash Patil
Updated over a week ago

Saving of filters in Tasks view

Make use of saved filters for future viewing
Avinash Patil avatar
Written by Avinash Patil
Updated over a week ago
Projects and Workflows

What is a Project in Zapty?

Teja Shah avatar
Written by Teja Shah
Updated over a week ago

Using Zapty templates to create projects

Take advantage of templates to create projects in no time
Neeraj Hora avatar
Written by Neeraj Hora
Updated over a week ago

Search existing project folders while creating a new project

Use the folder creation creation bar to search existing folders
Avinash Patil avatar
Written by Avinash Patil
Updated over a week ago

Project Stages and Filters

A visual guide on project stages and filters
Avinash Patil avatar
Written by Avinash Patil
Updated over a week ago

Project Settings

Learn about your project permissions, adding and removing members, changing folders
Teja Shah avatar
Written by Teja Shah
Updated over a week ago

Add tasks to a project

Creating tasks in the blue color stage of a project
Neeraj Hora avatar
Written by Neeraj Hora
Updated over a week ago

All tasks view for projects

Project tasks can be viewed without the segregation of stages
Neeraj Hora avatar
Written by Neeraj Hora
Updated over a week ago

Project tasks - viewing completed tasks

Select how far back do you want to review completed tasks, export completed tasks
Neeraj Hora avatar
Written by Neeraj Hora
Updated over a week ago

Projects - tasks auto completed

Configure your project workflow to mark tasks as completed on moving to the green color or done stage
Neeraj Hora avatar
Written by Neeraj Hora
Updated over a week ago

Search project tasks using ‘Under folder’ filter in Tasks view

Ease task search using the 'Under folder' filter
Avinash Patil avatar
Written by Avinash Patil
Updated over a week ago

Add Project tasks by email

Add tasks to your projects by forwarding work by email to any blue stage of the project
Neeraj Hora avatar
Written by Neeraj Hora
Updated over a week ago

Project Calendar

A calendar for all project tasks, giving information on tasks status, with option to filter by resource, re-plan
Neeraj Hora avatar
Written by Neeraj Hora
Updated over a week ago

Online Project Dashboard- Tasks by Planned date and Deadline

Use project dashboard to view status of tasks by planned date and deadline
Avinash Patil avatar
Written by Avinash Patil
Updated over a week ago

Dashboard charts for tasks by Stage, type and average duration of tasks by stage

A comprehensive guide to learn the usability and functions of the three new dashboard charts
Avinash Patil avatar
Written by Avinash Patil
Updated over a week ago

Drill down options for dashboard charts

Use drill down option for Tasks by Planned date and Deadline date charts
Avinash Patil avatar
Written by Avinash Patil
Updated over a week ago

Drill down option for Tasks by Stage (Aging)

Make use of drill down options for detailed task info
Avinash Patil avatar
Written by Avinash Patil
Updated over a week ago

Make use of the drill down options in Tasks by Type(Pie chart)

Learn the usability and the drill down features of the 'Tasks by Type' chart
Avinash Patil avatar
Written by Avinash Patil
Updated over a week ago

Offline Project Dashboard

A downloadable MS Excel file with 'Livedata' and charts, customize the dashboard
Neeraj Hora avatar
Written by Neeraj Hora
Updated over a week ago

Copy a Project

Create a project as a template or use an existing project to make a copy for execution
Neeraj Hora avatar
Written by Neeraj Hora
Updated over a week ago

Project Deletion

Deleting projects you do not need anymore
Teja Shah avatar
Written by Teja Shah
Updated over a week ago

Organizing your project list

How to setup a project folder structure that works for you
Neeraj Hora avatar
Written by Neeraj Hora
Updated over a week ago

View folder name in threads for Project distinction

View folder name in case of project update messages in thread
Avinash Patil avatar
Written by Avinash Patil
Updated over a week ago

Configure chart view for all members of the project by applying chart settings

Use chart settings to implement better chart views for project members
Avinash Patil avatar
Written by Avinash Patil
Updated over a week ago

Rename existing project folders from the sidebar

Make use of rename/search feature to ease project folder woes
Avinash Patil avatar
Written by Avinash Patil
Updated over a week ago

Format of audit trail messages when a user is added/removed from a project, team or discussion

Multiple audit trail messages shown in threaded format
Avinash Patil avatar
Written by Avinash Patil
Updated over a week ago

Resume work from the last project stage before quitting

Continue from where last project stage where you left off
Avinash Patil avatar
Written by Avinash Patil
Updated over a week ago