- Getting Started
- Invite Teammates
- Create Collaboration Spaces
- My Space
- Kanban View
- My Favourites View
- Calendar View
Find the answers to the most frequent general questions about Kezmo!
What is Kezmo?
Kezmo is a collaboration and organizational tool. It’s ideal to manage both personal and team projects. It’s as easy to use as any chat, but powered with the ability to assign tasks, share files, and manage different teams in one place, while keeping control of all the knowledge generated within the organization.
What kind of projects is Kezmo for?
Kezmo provides solutions for anyone that finds benefit in collaboration. You can use Kezmo to organize:
- Marketing teams
- Project management
- Business operations
- Professional services
Can I use Kezmo when I’m offline?
Yes. All changes will be saved and synchronized as soon as you get back online, and notifications will be sent to your e-mail to check out later.
When you sign in to Kezmo for the first time, you will be guided through a series of steps. Here’s a quick walk through of how to complete them and the first things you need to know when you’re getting started.
Add profile picture
Click on the icon with your initials and select the picture you want to upload from your computer.
Click “Get Started” to continue.
Create your first collaboration space
The next step as you’re getting started is to create your first collaboration space.
Simply click on the icon to upload a picture to represent it, then write the name of your space and a brief description.
Click “Create” to continue to the next step.
Invite members to your new space
Right after you create your first collaboration space, you are given the option to invite members to share it with.
Click “Invite” and type your collaborators’ e-mail addresses, along with a personalized message.
As an alternative, select the “Link” tab and click “Copy link”, then paste it on any social media platform to share your space.
Click “Send invitations” and “Done” to proceed.
Don’t forget to tell your collaborators to check their e-mails for the registration link! They won’t be able to access your space unless they register on Kezmo too!
Change your background image
Add some colour to your dashboard by changing its background!
Click […] on the top right corner, and choose one of the default images and colours to have as your background.
You can also upload any image you want from your computer.
Check out your new space
You’ll get a notification every time one of the teammates you invited registers on Kezmo.
Click it and you’ll access your space, or simply click the name of your space under “Spaces” on the left-hand panel.
You can start chatting straight away. Type [@] and the name of a collaborator to send them a notification. You can also type [@all] to send a notification to all members of the space.
Contact the support team
You can contact the support team any time! We love to answer doubts, take on suggestions, and get feedback, so don’t hesitate to drop us a line.
To access the support space, simply click on the icon with a [?] inside a speech bubble, and start chatting away.
Kezmo is currently available in five languages: English, Spanish, Portuguese, French and Catalan.
To change the language, click on your profile image or icon and select “My Profile”.
Click the “Account” tab and select the language you desire from the drop-down menu.
Kezmo is a platform built for collaboration! Learn how to invite your teammates to Kezmo with these simple steps.
Invite teammates to collaborate
You can invite teammates to collaborate in Kezmo, without necessarily having to add them to a collaboration space.
Simply click [+] next to “People” in the left-hand panel, and type their e-mails and a personal message.
Click “Send invitations”. You’ll get a notification as soon as the teammates you invited register on Kezmo.
You can chat directly with any of your teammates by clicking on their names under “People” on the left-hand panel.
A 1on1 space works the same way as any other collaboration space, with the difference that it is private between you two.
Create a collaboration space to share ideas, files and images with your teammates. You can also create notes and assign tasks to each other, taking your organization skills to the next level!
Create a collaboration space
Create a collaboration space by clicking [+] next to “Spaces”.
Name your space and write a brief description.
You can upload a picture to represent it by clicking on the icon above the space’s name.
Click “Create” to go to the next step.
Add existing members to your new space
You can add any teammate that has already registered to Kezmo by clicking on [+] next to their name.
You can choose the role of “Administrator” to give them full control of the space, “Collaborator” to only allow them to post, share and create content, or “Reader” which has no access to management or posting but can view the space’s contents.
Invite new teammates to your space
If you want to invite teammates that haven’t registered on Kezmo yet, or that aren’t connected to you, simply click on “Invite” and input their e-mail addresses, along with a personal message.
As an alternative, you can click the “Link” tab and “Copy link”, to paste it on any form of social media as an agile way for people to access your space.
Click “Send invitations” and then “Done”.
Check out your new space
You’ll get a notification as soon as any of the teammates you invited registers on Kezmo.
Click it to access your space, or simply click on your space’s name under “Spaces” in the left-hand panel.
Kezmo counts with an enriched chat, from where you can create and share a great variety of content such as files, images, polls, notes, and tasks.
You can use [@] and a teammate’s name to send them a notification, so they pay more attention to the new message in the space’s chat.
You can also type [@all] to send a notification to all members of the space.
Share files easily by clicking the paperclip icon, and selecting “Upload file”.
Choose the file you wish to upload; you can change its name and add a brief note.
You’ll be able to access the file from the chat and from the “Documents” container on the left-hand panel.
Share images easily by clicking the paperclip icon, and selecting “Upload image”.
Choose the image you wish to upload; you can change its name and add a brief note.
You’ll be able to access the image from the chat and from the “Images” container on the left-hand panel.
Create a poll
Create a poll to settle decision-making in your team.
Click [>] next to the chat box and select “Poll”.
Input your question, and add as many answers as you’d like.
Click “Done” and see your poll appear in the chat. People can vote by simply clicking on the option they choose.
Create a note
Create a note in an agile way straight from the chat.
Click [>] next to the chat box and select “Note”.
Fill in the options and type [enter].
The note will appear in the chat and people can click it to view it.
You can access all notes in the “Notes” container on the left-hand panel.
Create a task
Create a task in an agile way straight from the chat, or better yet, transform an already sent message into a task!
Click on the tick next to the message you want to transform and select “Edit”.
Click [>], select “Task”, and click [Save]. The message will transform into a task, which everyone can view by simply clicking it on the chat.
You can access all tasks in the “Tasks” container on the left-hand panel.
Edit a task
Click on the “Tasks” container on the left-hand panel to access all tasks in the collaboration space.
Click on the task you want to edit, then on […] and select “Edit”.
Make the necessary changes, input more information, assign the task to one of your space members, or set a due date.
Click [Save] and [<] to return to the chat.
My Space is a space designed so you can save ideas, reminders, links, documents, images, notes, issues and tasks that are personal to you. You can rest assured that no one will read your private material; you can’t even add collaborators by mistake because this space doesn’t have the ability to add anyone.
Access My Space
Click “My Space” on the left-hand panel to access it.
You can use it in the same way as you use any collaboration space, with the difference that this space is private and exclusive to you!
Kanban is a popular methodology of Japanese origin, implemented in agile teams all over the world. In very general terms, Kanban is a visual tool to represent tasks by their state of completion. These states are “Not Started”, for tasks that you haven’t even started to think about, “Waiting” for tasks that can be started as soon as the ones “In Progress” are finished, “Completed”, and “Deferred”.
Create a new task
Create a new task in the Kanban View of your main page by clicking [+] on the top-right corner.
Select a space to assign a task to, and fill out the rest of the form. Add a due date to get a notification reminding you of the task, and for it to appear in your calendar.
You’ll see the task appear in your Kanban. You can also see it in the “Tasks” container on the left-hand panel of the space you assign the task to.
Change a task’s completion status
The Kanban methodology allows you to divide tasks by their status of completion.
Simply drag-and-drop tasks to change their status.
A good idea is to mark tasks you are doing during the day as “In Progress”, and tasks that should be done during that week as “Waiting”. According to the Kanban methodology, you should aim to have less than five tasks “In Progress”.
View a task in its collaboration space
You know which space each task is assigned to because they have the space’s icon on the task card.
Click the space where the task you want to view is, and then click “Tasks” on the left-hand panel.
You will see how any changes you make in either view are synchronized
Edit a task
Click on a task, then […] on the top-right corner of the task, and then “Edit”.
Make the necessary changes to the task’s form, and click “Save”.
You will see how any changes you make in either your main Kanban view or the spaces’ “Tasks” are synchronized.
“My Favourites” is the name for Kezmo’s customizable visual map. You can create your own visual map with the most important spaces, nodes, and people in your Kezmo, so that they are easily available in your main page.
Add elements to the dashboard
Click on “My Favourites” tab in your main screen to access a dashboard where you can create your own Kezmo visual map.
Drag-and-drop spaces and people into your visual map.
You can also create nodes by clicking [+] on the top-right corner.
Hover on a node, space or person and a small [+] will appear on their side; drag it and an arrow will appear. Drop the arrow on another node, space, or person to join them in the visual map.
Drag-and-drop the items to organize them visually, you can also zoom in or out with your mouse’s center wheel.
Delete an element from the dashboard
To delete any element from the visual map, simply drag-and-drop it to the bottom of the screen.
A trashcan icon will appear and you can drop the element anywhere on the icon’s area to delete it.
Use the filtered search feature
Hover over a node, a space or a person and you’ll see a magnifying glass icon appear.
Click on the magnifying glass icon to do a refined search inside the node, space or person.
Learn how to make the most out of the easy-to-use calendar in Kezmo. Organize your tasks and appointments by due date and get a notification on that day to remind you of what you need to do.
Change a task’s due date in the calendar
Access the calendar view by clicking the dashboard icon on the top-right corner, and selecting “Calendar”.
Drag a task and drop it into any day of the calendar to change its due date.
Click on the card and see how the due date synchronizes automatically.
Change a task’s due date in its form
Click on a task to view it.
Click […] and select “Edit”.
You can edit anything in the form, for example selecting a new due date.
Click [Save]. You can see how the task changes date automatically in the calendar.
If there are a lot of tasks in one day, simply click “show more” on the day to see them all.
Complete a task
Click on a task to view it.
Click […] and select “Edit”.
Change the task’s status to “Completed” on the form and click [Save].
See how the task disappears in the calendar.
Create a new task
Hover over any day on the calendar and a small [+] will appear on the top-right corner.
Click it to create a new task due on that date.
See how the task appears in the calendar.
Assign a task to the calendar
On the left-hand panel of the Calendar View, you will see all tasks that haven’t been assigned a due date.
Simply drag-and-drop a task from the left-hand panel to a day on the calendar to assign it that due date.
Click on the task and you will see that the form has been updated with the due date.