WorkZappy Questions

Showing 1 - 20 of 38 questions

Q: Create Notes

Can I create notes outside of tasks?

hjacob27PLUSJul 21, 2025
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Founder Team
Ryan_WorkZappy

Ryan_WorkZappy

Jul 21, 2025

A: 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/

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Q: Hi, guest user count againts the user limits?

LFDLWPLUSJul 17, 2025
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Founder Team
Ryan_WorkZappy

Ryan_WorkZappy

Jul 18, 2025

A: 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

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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.

neposedaPLUSJul 11, 2025
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Founder Team
Ryan_WorkZappy

Ryan_WorkZappy

Jul 11, 2025

A: 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

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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.

ctevnPLUSJul 10, 2025
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Founder Team
Ryan_WorkZappy

Ryan_WorkZappy

Jul 10, 2025

A: 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?

SolarBangPLUSJul 7, 2025
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Founder Team
Ryan_WorkZappy

Ryan_WorkZappy

Jul 7, 2025

A: Hi SolarBang,

Just to confirm, are you requesting custom domain name?

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