How Tos

Learn how the various features of Orgzit work.

Nitin Verma avatar Pavan Verma avatar
15 articles in this collection
Written by Nitin Verma and Pavan Verma

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
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Written by Nitin Verma
Updated over a week ago

Custom views: Full-page record view

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

Dashboard Widgets

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

How to rename a Workspace

Only Workspace Administrators are allowed to change the name of the workspace
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Written by Pavan Verma
Updated over a week ago

Adding, editing, and deleting records

Easily Add, Edit and Remove Records from Tables
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Written by Pavan Verma
Updated over a week ago

How to delete a Workspace

Organize your business with Workspaces. Delete the unused workspaces with ease.
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Written by Pavan Verma
Updated over a week ago

Custom views: tabular view and split view

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Written by Pavan Verma
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.
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Written by Pavan Verma
Updated over a week ago

Applying filters and sorting records

Sort and Filter your data just the way you do in spreadsheets.
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Written by Pavan Verma
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
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Written by Pavan Verma
Updated over a week ago

How to manage, modify, or delete Tables

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Written by Pavan Verma
Updated over a week ago

How to Generating reports

Generate reports on your data to make insightful decisions.
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Written by Pavan Verma
Updated over a week ago