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78 articles found

  • How do I Work with Clients in zipBoard?

    When creating digital content for clients, it’s important to focus on sharing only the relevant details to avoid overwhelming them with unnecessary project information. Clients typically aren’t

  • Getting Started with the zipBoard Outlook Plugin

    Managing tasks and projects can be challenging, especially when you constantly need to switch between different applications. This fragmentation often leads to missed tasks, decreased productivity,

  • Managing the Project Dashboard

    📌 For new updates, please watch this video. The Project Dashboard in zipBoard provides a comprehensive view of your project, enabling you to manage tasks, content, and collaborate with your team

  • How to find the documents and digital assets you need in zipBoard?

    Never waste time hunting for files again! zipBoard's robust search and organization features ensure you can effortlessly locate any document or digital asset within your projects. This guide will

  • Managing Task Types in Your Project

    In zipBoard, efficient task management is critical to ensuring smooth workflows. By managing your task types—whether adding, editing, or deleting them—you can tailor your project structure to your

  • Different Share Link Options

    Easily share files with external stakeholders while maintaining controlled access and efficient collaboration. zipBoard allows you to set custom permissions based on different roles, ensuring a

  • Managing Guest Reviewer Notifications and Access in zipbBoard

    In zipBoard, guest reviewers play a crucial role in providing feedback and insights on projects without needing an account. However, managing their notifications and access can sometimes be

  • How to Use AI-Powered Autotagging for Tasks

    Efficient task management requires consistent tagging for easy organization and quick access. However, manually adding tags can be repetitive, especially when managing multiple projects with numerous

  • How to Auto-Tag Files

    Managing files within projects can become challenging when they pile up and lack clear organization. Finding the right file in the middle of a busy project is crucial, yet manually tagging each one

  • Managing Share Links

    📌 For new updates, please read this help article. So you've shared a file with your external collaborators but can't remember which permission level you sent to who. There's an easy way to manage

  • A Guide to zipBoard's Task List

    zipBoard's task list empowers you to manage your projects efficiently. This comprehensive overview will guide you through adding tasks, organizing your workload, and utilizing filters for a clear

  • Customizing Statuses at the Project Level

    Previously, users were limited to adding and managing task statuses only at the organization level. This constraint often led to a lack of flexibility in adapting statuses to the unique requirements

  • Why We Require Email Validation & How to Complete It

    Understanding Email Validation When you sign up for zipBoard or accept a project invitation, we ask you to verify your email address before continuing. This quick step helps us protect your account

  • Construction Template for Document Reviews

    Managing construction documents across multiple stakeholders—contractors, architects, engineers, and project managers—can be chaotic. Delays in submittals, RFIs, and approvals often lead to cost

  • Creating a Project in zipBoard

    Creating a project in zipBoard is quick and flexible — you can either use a Custom Project Template tailored to your industry, or build your project from scratch. The setup process allows you to add

  • Getting Started as Project Managers

    Managers in the context of zipBoard are key members of an organization responsible for various aspects of project management and coordination. Here are the primary responsibilities and tasks

  • How do I let a client mark up a drawing without making them create an account?

    You can allow a client to mark up a drawing without forcing them to create an account by using "Guest Reviewer" in zipBoard. By sharing a direct link to the content, the client is prompted only to

  • How to Review a PDF via a Share Link

    Reviewing PDFs over email leads to version confusion, missed comments, and slow approvals. With a shared review link, you can review a PDF online, add comments in real time, and collaborate with

  • How Do I Automate Drawing Approval Reminders?

    The easiest way to automate drawing approval reminders is by setting up automated workflow notifications within a centralized, browser-based collaboration platform like zipBoard. By moving your shop

  • How to Invite Clients & Users to Review a Website (No Login Needed)

    When clients and stakeholders have to sign up, create passwords, or learn a new tool just to leave feedback, it slows everything down. With zipBoard, you can invite clients and users to review your

  • Streamlining PDF Collaboration with our Latest Tools!

    Welcome to the future of collaboration with zipBoard! We're committed to empowering users with the latest tools and features designed to enhance your workflow. In the past, users faced challenges

  • What is the Message Feature in zipBoard?

    The message feature in zipBoard is a way to communicate with collaborators, and clients (only for Enterprise plan). Select the project

  • How Secure is zipBoard?

    At zipBoard, we treat your data with the same level of care you do. Our platform is architected to support secure collaboration for teams handling sensitive content, regulated processes, and complex

  • Why do I Need to Integrate zipBoard with LambdaTest?

    zipBoard is an online collaboration, visual feedback and issue tracking tool. While LambdaTest is a cloud-based cross-browser testing platform that helps enterprises run web automation tests at scale

  • Can non-admins use templates once created?

    Different roles in zipBoard have different levels of access and permissions. Answer Yes, non-admins can use templates to create new projects, as long as they have permission to create projects. No,

  • API Authentication and URI Structure

    Welcome to the zipBoard platform REST API reference. This API is essential for connecting remotely with zipBoard, regardless of whether you are building an application, scripting interactions with

  • Workflow of Collaborators

    📌 For new updates, please read Getting Started as a Collaborator. Collaborators in the context of zipBoard are individuals who actively participate in projects and contribute to various

  • Workflow for all zipBoard Users

    📌 For new updates, Complete Workflow for all zipBoard Users In the fast-paced landscape of project management and collaboration, maintaining clarity and efficiency can be a daunting task, especially