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How Tos
How Tos
Learn how the various features of Orgzit work.
30 articles in this collection
Written by
Aakriti Khanna,
Nitin Verma,
and
Pavan Verma
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.
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
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
Written by
Nitin Verma
Updated over a week ago
How to create professional PDFs from Orgzit
This article describes how to generate professional PDFs fro Orgzit
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
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.
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
Written by
Pavan Verma
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
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.
Written by
Pavan Verma
Updated over a week ago
How to search in Orgzit?
This articles describes how to search in Orgzit
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.
Written by
Aakriti Khanna
Updated over a week ago
Does the system work offline?
This article describes if Orgzit works offline.
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
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
Written by
Aakriti Khanna
Updated over a week ago
How to login in your account?
This article facilitates the smooth login process into Orgzit.
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.
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
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.
Written by
Aakriti Khanna
Updated over a week ago
What about data protection
This article describes the data security features of Orgzit
Written by
Aakriti Khanna
Updated over a week ago
How to show/hide fields?
This article describes how to show/hide fields in Orgzit
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.
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.
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
Written by
Pavan Verma
Updated over a week ago
Adding, editing, and deleting records
Easily Add, Edit and Remove Records from Tables
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.
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.
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.
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
Written by
Pavan Verma
Updated over a week ago
How to manage, modify, or delete Tables
Written by
Pavan Verma
Updated over a week ago
How to Generating reports
Generate reports on your data to make insightful decisions.
Written by
Pavan Verma
Updated over a week ago