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Guides

All guides

Getting Started

  • Invite your team
  • Create your first task list
  • Require photo proof and sign-off
  • Organize your work by customer

Task Lists

  • Set up recurring work
  • Use templates

People & Teams

  • Set up teams

Projects

  • Track a project from start to finish
Guides

Guides

Step-by-step walkthroughs of real Ziptask workflows. Watch the video or follow the written steps — whichever suits. New to Ziptask? Start at the top and work down.

Invite your team

Add teammates one at a time, bring in a whole crew from a spreadsheet, and resend invites to anyone who hasn't joined yet.

~2 min

Create your first task list

Set up a job, put it in your team's hands, and watch the items get checked off — the core of how Ziptask works.

~1 min

Require photo proof and sign-off

Make an item impossible to close without a photo, and approve it yourself before it counts as done.

~90 sec

Set up recurring work

Set a list to repeat on a schedule, and Ziptask creates a fresh copy each cycle — with its own photo record every time.

~90 sec

Use templates

Save a checklist as a reusable blueprint, then spin up a ready-to-go list from it in one tap — instead of rebuilding it every time.

~90 sec

Set up teams

Group members into teams so you can assign a whole list to a crew and filter your work by team.

~90 sec

Track a project from start to finish

Group a job's phases under one project and see how far along it is — and roughly where the value stands — without asking anyone.

~2 min

Organize your work by customer

Attach a customer to your lists as you create them, add or import your whole roster, and open any customer to see every job you have done for them.

~1 min
Ziptask

Team tasks, made simple.

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