You can create a custom work type called "Notes" specifically for this purpose. Simply remove all other fields and keep only the Title and Description.
You can follow this guide to set it up:: https://guide.workzappy.com/project/settings/worktype/
For external users who don't need to actively take part in the project and only require read-only access, you can share boards with them without using up a license. Guest users like these do not count against your user limits.
You can follow this guide to share boards with them: https://guide.workzappy.com/project/board/share-board
I have read in comments that clients (to be able to comment tasks and create tickets or other request) should be registered as members. BUT. What about permissions? There's only one limited permissions role for members, but I don't want to give my clients the same permissions as team. And I don't want to limit team member permissions to client. But extra role creating requires enterprise plan. Well, it's weird... Could you create a standard role for clients? (in my case they should be able to view projects they are added to, create tasks (including by email), edit or delete tasks they have created, comment any task (including by email) and receive notifications about their own tasks and comments they are tagged or replies.
For your use case, you can use the “Project Collaborator” role, which is specifically designed for external users like clients. This role helps keep client access scoped and secure, without compromising your internal team’s permissions.
More details here: https://guide.workzappy.com/project/settings/members/project-collaborator
great, I have not seen it in organization. Now I have found it in project.
The only issue is that the invite my "client" receives:
"Thank you so much for purchasing WorkZappy on AppSumo!
We're absolutely thrilled to have you on board and can't wait for you to experience all the ways our tool can help you streamline workflows and prevent project delays.
Perfect timing! We're updating the content of the invite email, and the new version will be live by next week.
Q: APP ... ???
Ok great tool but think we missed something, as can't find where to download your iOS Apple app, or android version, as right now is ok for people sitting at a computer, but its totally useless when people leave on the office or are in the field.
Q: Create Notes
Can I create notes outside of tasks?
Ryan_WorkZappy
Jul 21, 2025A: Hi hjacob27,
You can create a custom work type called "Notes" specifically for this purpose. Simply remove all other fields and keep only the Title and Description.
You can follow this guide to set it up:: https://guide.workzappy.com/project/settings/worktype/
Share WorkZappy
Q: Hi, guest user count againts the user limits?
Ryan_WorkZappy
Jul 18, 2025A: Hi LFDLW,
For external users who don't need to actively take part in the project and only require read-only access, you can share boards with them without using up a license. Guest users like these do not count against your user limits.
You can follow this guide to share boards with them: https://guide.workzappy.com/project/board/share-board
Share WorkZappy
Q: Roles and permissions
I have read in comments that clients (to be able to comment tasks and create tickets or other request) should be registered as members. BUT. What about permissions? There's only one limited permissions role for members, but I don't want to give my clients the same permissions as team. And I don't want to limit team member permissions to client. But extra role creating requires enterprise plan. Well, it's weird... Could you create a standard role for clients? (in my case they should be able to view projects they are added to, create tasks (including by email), edit or delete tasks they have created, comment any task (including by email) and receive notifications about their own tasks and comments they are tagged or replies.
Ryan_WorkZappy
Jul 11, 2025A: H neposeda,
For your use case, you can use the “Project Collaborator” role, which is specifically designed for external users like clients. This role helps keep client access scoped and secure, without compromising your internal team’s permissions.
More details here: https://guide.workzappy.com/project/settings/members/project-collaborator
Share WorkZappy
Verified purchaser
great, I have not seen it in organization. Now I have found it in project.
The only issue is that the invite my "client" receives:
"Thank you so much for purchasing WorkZappy on AppSumo!
We're absolutely thrilled to have you on board and can't wait for you to experience all the ways our tool can help you streamline workflows and prevent project delays.
To get started,..."
Oops.
Perfect timing! We're updating the content of the invite email, and the new version will be live by next week.
Q: APP ... ???
Ok great tool but think we missed something, as can't find where to download your iOS Apple app, or android version, as right now is ok for people sitting at a computer, but its totally useless when people leave on the office or are in the field.
Ryan_WorkZappy
Jul 10, 2025A: Hi ctevn,
Thanks for the feedback, we really appreciate it!
WorkZappy is fully optimized for mobile browsers and works on both iOS and Android devices.
The feature request to build native apps is already on our roadmap. Please stay tuned for updates.
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Q: can we get cname?
can we get cname?
Ryan_WorkZappy
Jul 7, 2025A: Hi SolarBang,
Just to confirm, are you requesting custom domain name?
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Verified purchaser
Yeah
Thanks for clarifying, it has been added to the roadmap as a feature request.