Teams, projects & folders

Zavimo helps you organize your work with three structural building blocks: Teams, Projects, and Folders. Each has a specific role in how your workspace is organized and how permissions apply.

Projects

Projects are the core unit of work in Zavimo. This is where tasks live, views are created, automations run, and custom fields are managed.

• Supports: Tasks, views, custom fields, forms, automations, templates
• Roles: Full-access, Can edit, Can comment, Can view
• Permissions: Roles can be assigned to individuals, team members, or workspace members

Teams

Teams are groups of projects and documents. They help organize work by department, client, or initiative.

• Supports: Projects, folders, docs, views (excluding forms), custom fields
• Roles: Team owner, Team member
• Permissions:
  • Views and docs are only editable by team members
  • Custom fields added to teams are inherited by all projects inside

Folders

Folders are lightweight containers that help visually organize projects and docs.

• Supports: Views (excluding forms), docs, projects
• Cannot: Have tasks or custom fields
• Permissions:
  • If inside a team, views are editable by team members
  • If at the workspace level, views are editable by all workspace members

Summary table