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How Tos
Learn how the various features of Orgzit work.
89 articles in this collection
Written by
Pavan Verma (CTO - Orgzit)
and
Aakriti Khanna
How to Add a New User to a Workspace?
This article describes the process of adding new users to a workspace.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to transfer data from a disabled user to a new user?
This article describes the process to transfer data from a disabled user to a new user.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to set up SMS Action Config?
This article describes the process to create SMS Action Configs in Orgzit.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
API Integration: How to Update Records?
This article describes the process to update records in Orgzit through API.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to set up Automated Reminders?
This article describes how to set up automated reminders.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
API Integration: How to Create Records?
This article describes the process to create a record in Orgzit through API.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to set up Stage Transition Rules?
This article describes the process to set stage level access permissions.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
API Integration: How to Fetch Records?
This article describes how to fetch records using API.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to Access your API Key?
This article describes the process to access your API Key.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to create Prefilled Webforms?
This article will help you create prefilled webforms.
Written by
Pavan Verma (CTO - Orgzit)
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.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to create and manage email templates?
This article describe how to create and manage email templates in Orgzit.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to disable and enable User from a Workspace?
This article describes the method to disable and enable a Workspace User.
Written by
Pavan Verma (CTO - Orgzit)
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.
Written by
Pavan Verma (CTO - Orgzit)
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.
Written by
Pavan Verma (CTO - Orgzit)
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.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to understand which plan suits your business?
This article guides you to understand which plan suits your business.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to set up Webhook Integrations?
This article describes the process to set up webhook integrations.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to set up Slack Integration?
This article describes the process to set up an integration with slack.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to implement Field Conditions?
This article gives an overview of the field conditions feature in Orgzit.
Written by
Pavan Verma (CTO - Orgzit)
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.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How do Webforms work?
This article describes the process to set up webforms.
Written by
Pavan Verma (CTO - Orgzit)
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.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to set up the Table Details?
This article describes how to set up the Table Details.
Written by
Pavan Verma (CTO - Orgzit)
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.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to set up Table Fields?
This article describes the process to set up table fields.
Written by
Pavan Verma (CTO - Orgzit)
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.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to manage Account Widgets for all Users?
This article describes the list of account widgets and how an admin can manage widgets for other users.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to set up Role Based Workspace Level Access Permissions?
This article describes how to set up role based access permissions.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to use Filter Subscriptions?
This article describes how to use Filter Subscriptions.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to set up a new Table?
This article describes the process to set up a table in your Orgzit workspace.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to Add a New Widget?
This article describes the process of adding new widgets.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
What are the different report buttons used for?
This article describes the use of different report buttons.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to set Table Attributes?
This article describes the process to set Table Attributes
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to set the Workspace Access Level?
This article describes the process of setting up workspace access level.
Written by
Pavan Verma (CTO - Orgzit)
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.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to manage Field Sections?
This article describes how to manage field sections in Orgzit.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to Remove Users from your Orgzit Account or Orgzit Workspace?
This article describes the process of Removing Users from an Orgzit Account or Orgzit Worksspace.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to use Inline Filters?
This article describes the process to apply inline filters in Orgzit.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to manage different Roles in a Workspace?
This article describes the process of managing different roles in an Orgzit Workspace.
Written by
Pavan Verma (CTO - Orgzit)
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.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How do Saved Filters work?
This article describes Saved Filters in Orgzit.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to integrate with your Gmail account?
This article describes the process of integration with Gmail.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to customize PDF template?
This article describes the process of customizing PDF templates in Orgzit.
Written by
Pavan Verma (CTO - Orgzit)
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.
Written by
Pavan Verma (CTO - Orgzit)
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.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to Customize Email Templates in Email Action Config?
This article describes the process to customize email templates in Orgzit.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to automatically generate and email PDF documents?
This article describes the process to automatically email PDF documents.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to attach documents to email attachments?
This article describes the process of attaching documents to emails.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to Bulk Edit Records?
This article describes the process the bulk editing records in Orgzit
Written by
Pavan Verma (CTO - Orgzit)
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.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to generate PDFs based on conditions?
This article describes the process to generate PDFs based on conditions.
Written by
Pavan Verma (CTO - Orgzit)
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.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to set up a User Access Control System?
This article describes all access control features in Orgzit.
Written by
Pavan Verma (CTO - Orgzit)
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.
Written by
Pavan Verma (CTO - Orgzit)
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.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to set up WhatsApp integration?
This article describes the process of connecting your workspace at Orgzit with WhatsApp.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to customize SMS template?
This article describes the process to customize SMS templates in Orgzit.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to trigger an SMS based on a condition?
This article describes the process to send SMSs triggered by workflows in Orgzit.
Written by
Pavan Verma (CTO - Orgzit)
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.
Written by
Pavan Verma (CTO - Orgzit)
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.
Written by
Pavan Verma (CTO - Orgzit)
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.
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
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.
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.
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
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to create professional PDFs in Orgzit?
This article describes how to generate professional PDFs in 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
How to expand a record to a full-page detail view?
Visualize your data the way the you with Orgzit's custom views.
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
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
Written by
Aakriti Khanna
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
Does the system work offline?
This article describes if Orgzit works offline.
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
How to upgrade the Pricing Plan after the trial period or from Super Teams to Premium?
This articles describes how to upgrade your usage plan on 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
Business Intelligence Capabilities in Orgzit using Dashboard Widgets
Create multiple dashboards and widgets to see summarized information for making quick and well informed decisions.
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.
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
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
Adding, editing, and deleting records
Easily Add, Edit and Remove Records from Tables
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.
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
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
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago
How to Generate Reports?
Generate reports on your data to make insightful decisions.
Written by
Pavan Verma (CTO - Orgzit)
Updated over a week ago