Welcome!

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.

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.

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.

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.

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.

Account security Protect the login that can see every workspace you belong to. Workspace permissions How owner, admin, manager, member, and guest roles control modules and settings. Data privacy How SANZE treats the files and project data you store.

Common questions Short answers to the questions teams ask most often. Contact support Reach Lotus System for demos, billing, onboarding, or technical issues.

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.