Work Zappy
  • About WorkZappy
  • 🎯Quick Start
    • For Everyone
    • For Project Managers
    • For Product Owners
    • For Admins
  • ✨AI FEATURES
    • AI Assistant
    • Generate Subtasks
    • Summarize Comments
    • Screen Recording
  • 💡Projects
    • Create and Manage Projects
      • Create a Project
      • Custom Templates
      • Manage Projects
    • Create Work
      • Tags
      • Dependency
      • Subtasks
      • Attachment & Comments
      • Use Markdown Syntax to format rich text
    • Screen Recording
    • Project Board
      • Phase Tracking
      • Kanban
      • Share Your Project Board
      • Save Kanban to Dashboard
    • Work Table
      • Update Work Items
      • Hierarchical Tree View
      • Filter Work Items
      • Multi-Level Sorting
      • Column Settings
      • Import Work Items
        • Import Comments
      • Export Work Items
    • Project Overview
    • Workload Estimates
    • Automation
      • Add Automation
      • Manage Automation
      • Automation Recommend
        • General
        • Cross-Project Collaboration
    • Project Settings
      • Project Members
        • Project Collaborator
      • Work Type
        • Custom Fields
      • Workflow
      • Features
      • Automation
      • Webhook
        • Webhook Custom Template Overview
        • Webhook Custom Template Variables
      • Audit Logs
        • Automation Usage
        • External-Sharing Logs
      • Tags
    • Notifications
    • Global Search and Hotkeys
  • 🖇️Cross Project
    • Gantt
      • Project Gantt
      • Project List
    • Dashboard
      • Widgets
  • 🛠️System Settings
    • OpenAPI
    • Field Management
    • Workday Settings
  • 🗃️Organization
    • Organization Information
    • Members Management
      • Groups
      • Invite Members
      • Add Members in Bulk
      • Invite New Members by Email
      • Share Team Link to Invite New Members
    • Permissions
  • 📍Personal Center
    • Personal Info
    • Notifications Settings
      • WorkZappy Weekly Report
    • My API Keys
    • Email Integration
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On this page
  • Welcome to WorkZappy!
  • 1. Creating New Work
  • 2. Finding My Work
  • 3. Ways to Collaborate
  • 4. Set Up Notifications
  • 5. Invite Members
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  1. Quick Start

For Everyone

PreviousAbout WorkZappyNextFor Project Managers

Last updated 2 months ago

Welcome to WorkZappy!

Follow the quick start guide below to get started with WorkZappy right away.

1. Creating New Work

“Work” is the basic unit for recording, communicating, and advancing your project.

You can use work to keep track of a requirement, a user story, a bug, or feedback.

Click the ‘+’ button in the lower right corner of your screen to create a new work item.

2. Finding My Work

You can easily view all the work assigned to you using:

3. Ways to Collaborate

4. Set Up Notifications

Want to stay on top of important changes, but don't want to be overwhelmed with emails or messages?

Choose what events you want to keep your eyes on, and pick your preferred method of notification (email, or directly in the WorkZappy app).

Make collaboration easier and smoother by inviting your teammates or colleagues to WorkZappy!

They’ll appreciate it.

If you are not in any projects, to learn how to create your own project.

/. Filter by Assignee and view your work in the project.

Update Work Status. Check off subtasks to mark them as done. the work across columns in Kanban to update the status. Your teammates will see these changes reflected instantly when they view the Kanban board.

and @someone to ask a question. Simply @someone in the comments of a work item to notify them of any updates or changes. Anyone in that project can see your comments and any responses. This gives the whole team a single source of truth and a clear history of all updates and discussions around that work item.

. Show your teammates what you mean instead of describing it at length. You can instantly screen record videos to express your ideas faster and in your own words. AI will transcribe your voice into the work description so it’s searchable in the future.

and select the events you want to be notified of in your account settings.

5.

Click the icon in the lower left corner to invite new members to collaborate with you in WorkZappy.

🎯
click here
Kanban
Phase Tracking
Share your ideas through video
>> Can WorkZappy send notifications by email?
>> How do I use WorkZappy Automation to customize notifications?
Invite Members
>> Can I create work in bulk?
>> How do I create different types of work?
>> How do I customize the work detail panel?
Add a comment
Manage your Notification preference
Drag and drop