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Getting Started
Getting started with SANZE
Create your account, complete your profile, and take a first tour of the left-hand modules.
Workspaces and members
How workspaces hold your data, how to switch between them, and how to invite people.
Personal vs team workspace
When to stay in a personal workspace and when to move work into a team.
Module overview
What each item in the left menu is for, in the order most people use them.
Home dashboard
Use Home to see recent work and jump into Schedule, Project, Document, PDF, and Todo.
Account, language, and time zone
Set your name, language, and time zone so schedules, todos, and reminders show the correct local time.
Notifications
Stay informed about assignments, comments, shares, and reminders without leaving SANZE.
Projects
Creating a project
Create a project from the Project module, optionally from a template, and land on its task list.
Project folders and list views
Organize projects in folders and switch Favorites, All, Recent, Trash, list, and dashboard views.
Managing tasks and issues
Inside a project, create tasks, assign people, set dates and status, comment, and attach files.
Board, Gantt, cost, and project dashboard
Track the same tasks on a Kanban board, Gantt chart, cost sheet, and project dashboard.
Project files, wiki, and members
Store files on the project, write a wiki, and manage who belongs to the project.
Project permissions
Workspace roles and project roles together decide who can view, edit, or delete a project.
Project templates
Start from a template to copy structure instead of building every project from scratch.
Trash and restore
Soft-delete projects and tasks, restore them, or delete them permanently from Trash.
Work reports and workload
Review logged time and how work is spread across people and projects.
Schedules
Schedule overview
Open Schedule from the left menu to plan personal time and, on a team, see colleagues' calendars.
Schedule views (day, week, month, year)
Switch calendar tabs to see the right level of detail for you or the whole team.
Creating events
Add a meeting or reminder from an empty slot or the create action, then set time, people, and alerts.
Recurring events and reminders
Repeat stand-ups and reviews automatically instead of creating each occurrence by hand.
Team calendars
See shared team calendars, filter by member, and understand who can view which events.
Calendar sync (Google and Microsoft)
Connect Google Calendar or Microsoft Outlook on a personal workspace so events stay in one place.
Documents & PDF Editor
Document management
Store files in Document (file management) with a folder tree, uploads, and version-aware collaboration.
Folders — shared, recent, and starred
Jump to files shared with you, recent files, and starred items instead of walking the whole tree.
PDF library
Upload, tag, and find PDFs before you open the editor.
PDF collaboration
Comment, share, and run stamp/approval workflows on a PDF with your team.
PDF editor tools
Annotate, draw, type, measure, and lock markup without leaving SANZE.
Stamps and signatures
Design stamps, keep personal signatures, and apply them during PDF review.
File permissions
Control who can view, edit, download, or share files and PDFs.
Billing & Plans
Plans and pricing
Compare Free, Pro, Team, and Enterprise — seats, storage, projects, and unlocked modules.
Upgrade and Pro trial
Start a trial or upgrade when a feature is locked (Gantt, measure, shared todo, extra projects).
Manage your subscription
Change seats, storage add-ons, payment, and download invoices from Billing.
Security & Permissions
FAQ
Todo
Todo overview
Use Todo for personal checklists and shared tasks with list, board, and completed views.
Create and manage todos
Add todos, sub-tasks, due dates, priority, and progress — and complete or delete them.
Share todos
Assign a todo to teammates (Pro and above) so several people can work from the same item.