Help and guides

What Zetadeck is and how the pieces fit together.

From signup to a working workspace in a few minutes.

The setup wizard: modules, team invites, imports, and integrations.

Adding teammates, seats, and what happens on Free vs Pro.

Install Zetadeck as a desktop app for Windows. Currently in beta.

What each plan includes and when to upgrade.

Jump between pages, create things, and search without touching the mouse.

Vitals, priorities, nudges, and quick actions on one screen.

Everything assigned to you across the workspace, on one page.

The admin-only activity panel on the Command Center: what it counts and over what window.

Copy an item in one click or grab a direct link to share.

See recent product updates from inside the app.

Kanban columns, assignees, subtasks, dependencies, and saved views.

Stages, MRR, contacts, activity, and follow-ups.

Trigger and action rules that fire on pipeline events.

Forward or BCC emails to your workspace address to log them on a client.

Collaborative docs, folders, templates, and spreadsheets.

Connecting a bank, syncing, and what each sync recalculates.

Exactly how runway is calculated, and why each rule is there.

Commitments, pausing versus archiving, and upcoming payments.

Founder vesting schedules and the vested split.

Categories, one-offs, and linking payments to commitments.

Bring bank transactions into Finance from a CSV export when your bank cannot connect through Mercury or Plaid.

Storing credentials and secrets with per-item access.

Chat, staged proposals, and the floating dock.

What the assistant can see and how access is controlled.

Describe it in a sentence; the form fills itself.

The co-pilot saves durable facts as memory: company facts for the whole workspace and your own preferences just for you. View and delete them on the AI context page.

One timeline for task due dates, client follow-ups, finance reminders, and your own events, with recurring events, reminders, and colors.

Quarterly objectives with measurable key results.

A short narrative of your week, generated every Monday.

Workspace admins can preview and download reports on finance, work, customers, security, and the team as a PDF or a CSV file.

Follow tasks you care about and quiet notifications on your schedule.

Pause email and push on a schedule, or snooze everything for a few hours.

Work through your notification inbox without touching the mouse.

Get notified on your device even when Zetadeck is closed.

Alerts, detection rules, sessions, and the audit trail.

Admins, members, custom roles, and preview-as-role.

Restricting where your workspace can be accessed from.

Suspend or restore a member's access to this workspace without touching their account.

Add a second factor and require it for everyone in your workspace.

Connect Claude, Cursor, or any MCP client to your workspace by adding one URL and logging in.

Read and write your workspace data over HTTP with a workspace API key.

Deliver workspace events (tasks, CRM, documents, security) to your own endpoints as signed JSON.

The bell, the Inbox page, and the delivery matrix.

Passwordless sign-in with your device.

Self-serve reset and admin resets.

Guides, tickets, and where to ask.

CSV round-trips and the full workspace export.

Deleted tasks, documents, and CRM records are kept for 30 days.

Seats, plan changes, payment method, and invoices.

A batch of small improvements across tasks, notifications, and security.