The Zoabase guide
A field guide to your calm new workspace.
Nine short chapters, each opening with a picture you’ll remember and ending with the exact clicks. The examples follow Northwind Studio — Priya, Arjun and Maya — through a real week, and every step works the same for a school, a clinic, a software team or a charity.
Path
Winning and keeping clients
All chapters
- 01
Start here
Getting started with Zoabase
Set up your workspace, find your way around, and bring your team into one place for conversations, customers, delivery, and support.
Read · 6 min
- 02
Team chat
Chat, channels, and messages
Organize conversations in channels and DMs, then turn every message into a durable, searchable piece of teamwork.
Read · 4 min
- 03
Calls together
Huddles and meetings
Start an impromptu team call or schedule a meeting with an agenda, RSVP, shared notes, and follow-up work.
Read · 7 min
- 04
Delivery work
Projects, issues, and sprints
Give every delivery its own project key, team, issue system, planning rhythm, channel, and overview.
Read · 5 min
- 05
Visual workflow
Boards and cards
Shape shared kanban boards around the way your team sells and delivers, while preserving reliable statuses underneath.
Read · 5 min
- 06
Shared thinking
Docs and artifacts
Docs, whiteboards, spreadsheets, slide decks, kanban boards, forms and custom pages in one live, multipage artifact — all reading the same data.
Read · 13 min
- 07
Customer memory
Organizations, contacts, and follow-ups
Track organizations and the people in them from first conversation to won work — saved views, custom fields, imports, a live timeline, tasks, and reminders.
Read · 7 min
- 08
Customer care
Support, service desks, and the help center
Receive customer requests, guide them through project-specific workflows, and publish a clear self-service help center.
Read · 5 min
- 09
Your account
Plans, billing & your workspace
How workspaces, plans, member and storage limits, upgrades and your help center address work in Zoabase.
Read · 6 min
- 10
Your account
Roles & permissions
Who can do what in your workspace — the owner, built-in and custom roles, and how to change someone's access.
Read · 3 min