HOW TO Collaborate with other users

01

CHOOSE WHAT TO SHARE AND SEND INVIT

Collaborating with other users is done at the list or folder level. Look for the Add Member button (it’s under Access in a folder’s properties window for example) – click this, then type the person’s username or email address. If they’re already a user, they should appear in the list. Click their name to add them; if they don’t, use the link to send an invitation.

03

MONITOR UPDATES

If you’ve subscribed to folder or list updates, you’ll be notified every time a team member makes a change. Look for the notification (bell) icon, both at the top of the screen and next to specific lists. Click one to review a list of changes. Click Read to mark it as read, then click Status to filter the list so only unread items are shown.

02

ALLOCATE TASKS

Once a list or folder has been shared, click a task and you’ll see a new option has been added to it in the Edit pane: Assigned to. Click this and you can allocate responsibility for completing the task to a specific member (or members). The person’s name will then appear next to the task, but any member can still edit it or mark the task as being complete.

04

CHAT VIA COMMENTS

Select Comments in the Edit pane window to open a dialogue with other team members. Click @ next to the Send button to directly address a specific member, who can then reply via the Conversations button at the top of the main Zenkit To Do window as well from within the specific task (you’ll be alerted via a pop-up notification).