How Tos

Learn how the various features of Orgzit work.

Pavan Verma (CTO - Orgzit) avatar Nitin Verma (CEO-Orgzit) avatar Aakriti Khanna avatar
30 articles in this collection
Written by Pavan Verma (CTO - Orgzit), Nitin Verma (CEO-Orgzit), and Aakriti Khanna

How to set up a workflow to generate professional PDFs by changing the status?

This articles describes how to set up a workflow to generate professional PDFs in Orgzit.
Aakriti Khanna avatar
Written by Aakriti Khanna
Updated over a week ago

How does Orgzit InMail work?

This articles describes what is InMail and how it works in Orgzit
Aakriti Khanna avatar
Written by Aakriti Khanna
Updated over a week ago

How to change your personal information and password in Orgzit

To change the user information including Name, Email Address, Phone Number and Password follow the instructions given in this article
Nitin Verma (CEO-Orgzit) avatar
Written by Nitin Verma (CEO-Orgzit)
Updated over a week ago

How to create professional PDFs from Orgzit

This article describes how to generate professional PDFs fro Orgzit
Aakriti Khanna avatar
Written by Aakriti Khanna
Updated over a week ago

How to create a new record?

This article describes different ways of creating new records in Orgzit
Aakriti Khanna avatar
Written by Aakriti Khanna
Updated over a week ago

Custom views: Full-page record view

Visualize your data the way the you with Orgzit's custom views.
Pavan Verma (CTO - Orgzit) avatar
Written by Pavan Verma (CTO - Orgzit)
Updated over a week ago

Tracking Tasks

Powerful and scalable way to do task management. Set it up the way it works for your team
Pavan Verma (CTO - Orgzit) avatar
Written by Pavan Verma (CTO - Orgzit)
Updated over a week ago

How to add my team to the workspace and how to remove/disable members from the workspace?

This article describes how to add your team to a workspace in Orgzit
Aakriti Khanna avatar
Written by Aakriti Khanna
Updated over a week ago

Creating a new workspace with a Launcher

Make use of ready-to-use Launchers to start your workspaces in no time.
Pavan Verma (CTO - Orgzit) avatar
Written by Pavan Verma (CTO - Orgzit)
Updated over a week ago

How to search in Orgzit?

This articles describes how to search in Orgzit
Aakriti Khanna avatar
Written by Aakriti Khanna
Updated over a week ago

Can I sign in/up multiple accounts using the same email ID?

This article clarifies the usage of multiple account via the same email ID on Orgzit.
Aakriti Khanna avatar
Written by Aakriti Khanna
Updated over a week ago

Does the system work offline?

This article describes if Orgzit works offline.
Aakriti Khanna avatar
Written by Aakriti Khanna
Updated over a week ago

How to upgrade the plan after trial period or from super to premium?

This articles describes how to upgrade your usage plan on Orgzit
Aakriti Khanna avatar
Written by Aakriti Khanna
Updated over a week ago

How can I edit multiple records?

This article describes how to bulk edit records in Orgzit
Aakriti Khanna avatar
Written by Aakriti Khanna
Updated over a week ago

How to login in your account?

This article facilitates the smooth login process into Orgzit.
Aakriti Khanna avatar
Written by Aakriti Khanna
Updated over a week ago

How to edit/delete a record?

This article describes how to edit/delete a record in Orgzit, an all-in-one business solution.
Aakriti Khanna avatar
Written by Aakriti Khanna
Updated over a week ago

Which browser is best for Orgzit

This article helps you figure out which browser is best suited for using Orgzit
Aakriti Khanna avatar
Written by Aakriti Khanna
Updated over a week ago

How to sign up for a new account?

This article facilitates smooth sign up for Orgzit, an all-in-one business solution.
Aakriti Khanna avatar
Written by Aakriti Khanna
Updated over a week ago

What about data protection

This article describes the data security features of Orgzit
Aakriti Khanna avatar
Written by Aakriti Khanna
Updated over a week ago

How to show/hide fields?

This article describes how to show/hide fields in Orgzit
Aakriti Khanna avatar
Written by Aakriti Khanna
Updated over a week ago

Dashboard Widgets

Create multiple dashboards and widgets to see summarized information for making quick and well informed decisions.
Pavan Verma (CTO - Orgzit) avatar
Written by Pavan Verma (CTO - Orgzit)
Updated over a week ago

What field attributes can be used for each data type

Data field attributes help you capture rich datatypes and control data quality and associated workflows.
Pavan Verma (CTO - Orgzit) avatar
Written by Pavan Verma (CTO - Orgzit)
Updated over a week ago

How to rename a Workspace

Only Workspace Administrators are allowed to change the name of the workspace
Pavan Verma (CTO - Orgzit) avatar
Written by Pavan Verma (CTO - Orgzit)
Updated over a week ago

Adding, editing, and deleting records

Easily Add, Edit and Remove Records from Tables
Pavan Verma (CTO - Orgzit) avatar
Written by Pavan Verma (CTO - Orgzit)
Updated over a week ago

How to delete a Workspace

Organize your business with Workspaces. Delete the unused workspaces with ease.
Pavan Verma (CTO - Orgzit) avatar
Written by Pavan Verma (CTO - Orgzit)
Updated over a week ago

How to remove or edit access for Collaborators on a Workspace

Using Orgzit's powerful access control and security permissions you can easily control what users and collaborators can see and work on.
Pavan Verma (CTO - Orgzit) avatar
Written by Pavan Verma (CTO - Orgzit)
Updated over a week ago

Applying filters and sorting records

Sort and Filter your data just the way you do in spreadsheets.
Pavan Verma (CTO - Orgzit) avatar
Written by Pavan Verma (CTO - Orgzit)
Updated over a week ago

How to upload and download your app data

Importing and Exporting data from Orgzit is really easy with use of simple CSV files
Pavan Verma (CTO - Orgzit) avatar
Written by Pavan Verma (CTO - Orgzit)
Updated over a week ago

How to manage, modify, or delete Tables

Pavan Verma (CTO - Orgzit) avatar
Written by Pavan Verma (CTO - Orgzit)
Updated over a week ago

How to Generating reports

Generate reports on your data to make insightful decisions.
Pavan Verma (CTO - Orgzit) avatar
Written by Pavan Verma (CTO - Orgzit)
Updated over a week ago