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Getting startedWorkspace organizationWorking with tasks & docsTemplates, import & exportCommunication toolsAutomations & AIViews in detailSettings & billing

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Reference

1. Getting started

Learn the basics of Zavimo—what it is, how workspaces are structured, and how roles and access levels work across the platform.

2. Workspace organization

Understand how teams, projects, and folders function together, and how views and custom fields help you organize work visually and structurally.

3. Working with tasks & docs

Explore how to create, manage, and collaborate on tasks, docs, forms, and whiteboards to keep your workflows streamlined and centralized.

4. Templates, import & export

Learn how to save reusable templates, import structured projects from CSV, and export your data when needed.

5. Communication tools

Communicate with your team using built-in chat, channels, and notifications—all tightly integrated with your projects and tasks.

6. Automations & AI

Automate repetitive work and use AI features to speed up planning, writing, and decision-making across projects and docs.

7. Views in detail

Dive deeper into filtering, grouping, and customizing views to visualize and manage your work effectively.

8. Settings & billing

Configure your account, workspace settings, and billing preferences to personalize and manage your Zavimo experience.

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