How Tos

Learn how the various features of Orgzit work.

Pavan Verma (CTO - Orgzit) avatar Nitin Verma (CEO-Orgzit) avatar Aakriti Khanna avatar +1
81 articles in this collection
Written by Pavan Verma (CTO - Orgzit), Nitin Verma (CEO-Orgzit), Aakriti Khanna and 1 other

How to Add a New User to a Workspace?

This article describes the process of adding new users to a workspace.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to set up Stage Transition Rules?

This article describes the process to set stage level access permissions.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to set Data Field or Column Level Access Permissions?

This article describes how to set Data Field or Column Level Access Permissions.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to Bulk Update Records by CSV Upload?

This article describes the process to update records in bulk by CSV upload.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to download your Orgzit data in an Excel sheet?

This article describes the process to download your Orgzit data in an Excel sheet.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to change your company domain in Orgzit?

This article describes how can you get your company domain changed in Orgzit.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to understand which plan suits your business?

This article guides you to understand which plan suits your business.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to set up Webhook Integrations?

This article describes the process to set up webhook integrations.
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Written by Shivangi Malaviya
Updated over a week ago

How to set up Slack Integration?

This article describes the process to set up an integration with slack.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to implement Field Conditions?

This article gives an overview of the field conditions feature in Orgzit.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to Validate, Clone, Reset, or Delete the Workspace?

This article describes what happens when you validate, clone, reset or delete a workspace.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How do Webforms work?

This article describes the process to set up webforms.
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Written by Shivangi Malaviya
Updated over a week ago

How to integrate with Google Calendar using Zapier?

This article describes the process to integrate with Google Calendar using Zapier.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to set up the Table Details?

This article describes how to set up the Table Details.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to Validate, Clone, Reset, or Delete Table?

This article describes what happens when you validate, clone, reset or delete a table.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to set up Table Fields?

This article describes the process to set up table fields.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How does the Lock/Unlock button for dashboard widgets work?

This article describes how does the lock/unlock button work for dashboard widgets.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

What does a list of account widgets show?

This article describes the list of account widgets.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to set up Permissions?

This article describes how to set up permissions.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to use Filter Subscriptions?

This article describes how to use Filter Subscriptions.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to set up a Table?

This article describes the process to set up a table in your Orgzit workspace.
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Written by Shivangi Malaviya
Updated over a week ago

How to Add a New Widget?

This article describes the process of adding new widgets.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

What are the different report buttons used for?

This article describes the use of different report buttons.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to set Table Attributes?

This article describes the process to set Table Attributes
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to set the Workspace Access Level?

This article describes the process of setting up workspace access level.
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Written by Shivangi Malaviya
Updated over a week ago

How to create Custom Tabular Views?

This article describes the process to set up custom tabular views in the Orgzit workspace.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to manage Field Sections?

This article describes how to manage field sections in Orgzit.
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Written by Shivangi Malaviya
Updated over a week ago

How to Remove Users from Workspace?

This article describes the process of Removing Users from a Workspace.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to use Inline Filters?

This article describes the process to apply inline filters in Orgzit.
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Written by Shivangi Malaviya
Updated over a week ago

How to manage different Roles?

This article describes the process of managing different roles in Orgzit.
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Written by Shivangi Malaviya
Updated over a week ago

How to Add a New User to your Orgzit Account?

This article describes the process of adding new users to an Orgzit account.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How do Saved Filters work?

This article describes Saved Filters in Orgzit.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to integrate with your Gmail account?

This article describes the process of integration with Gmail.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to customize PDF template?

This article describes the process of customizing PDF templates in Orgzit.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to add a new data field?

This article describes the process of adding new data fields/columns in Orgzit.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to set up a Pre Save Edit Record Action Config?

This article describes the use and implementation of the Pre-Save Edit Record Feature in Orgzit.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to customize email templates?

This article describes the process to customize email templates in Orgzit.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to automatically email PDF documents?

This article describes the process to automatically email PDF documents.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to attach documents to email attachments?

This article describes the process of attaching documents to emails.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to Bulk Edit Records?

This article describes the process the bulk editing records in Orgzit
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to trigger emails based on a condition?

This article describes the process to send emails triggered by workflows in Orgzit.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to generate PDFs based on conditions?

This article describes the process to generate PDFs based on conditions.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to Bulk Create New Records by CSV Upload?

This article describes the process of creating new records in bulk by uploading a CSV.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to set up a User Access Control System?

This article describes all access control features in Orgzit.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to set up a Custom Action?

This article describes the process of setting up a custom action in Orgzit.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to Send Emails Manually using Custom Action buttons?

This article describes the process to send emails manually in Orgzit by using custom action buttons.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to setup WhatsApp integration?

This article describes the process of integrating your workspace at Orgzit with WhatsApp.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to customize SMS template?

This article describes the process to customize SMS templates in Orgzit.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to trigger SMS based on a condition?

This article describes the process to send SMSs triggered by workflows in Orgzit.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to send SMS manually in Orgzit?

This article describes the process to manually send SMSs from your workspace at Orgzit.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

How to create a new table using CSV upload?

This article describes how to create a new table at Orgzit by uploading a CSV.
Shivangi Malaviya avatar
Written by Shivangi Malaviya
Updated over a week ago

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 App Email (InMail) work?

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

How to use multiple dashboards.

Use multiple dashboards on Orgzit to easily access your report widgets to help you stay focused.
Aakriti Khanna avatar
Written by Aakriti Khanna
Updated over a week ago

How to change the layout of the dashboard on Orgzit.

Change the layout of your dashboard as per your requirement to neatly arrange your business reports as per your liking.
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 using 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

Does the system work offline?

This article describes if Orgzit works offline.
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

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 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

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

Step by step guide on how to customize your workflows and database in Orgzit
Pavan Verma (CTO - Orgzit) avatar
Written by Pavan Verma (CTO - Orgzit)
Updated over a week ago

How to Generate 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