Summary

  • Copy a project with the workflow configuration and tasks including checklists; create projects as templates and make copies for execution of these projects
  • Setup tasks as templates with a checklist and copy for re-use
  • Display your brand in the invites sent out to members, guests (clients/customers) you invite to Zapty
  • Configure how you want invited guests to use Zapty; hide/unhide sidebar options as needed, decide if they should get emails or not

Copy a project

Now use the Copy Project option to replicate an entire project; very useful for structured projects with repetitive actions (tasks). We have an article which explains a use case for administrative work to be conducted every year for a course. Read here.

Details of the copy project option; include or exclude tasks.

The copied project.

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Copy a task

Setup tasks with title, notes and extensive checklist; and use them as templates; use Copy Task option to replicate multiple times. Read more here.

Display your brand in invites to guests

Now customize the email footer to display your brand with signature on emails sent to guests (vendors/customers) to invite them to the organization. Option available under Organization settings > Branding (available for Enterprise plan organization)

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Configure guest settings

Configure how you want invited guests to use Zapty; hide/unhide sidebar options as needed, decide if they should get emails or not. Option available under Organization settings > Guest Settings (available for Enterprise plan organization). Read more.

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