CorZen’s Referral Program rewards users who successfully invite others to the platform. One of those rewards is the ability to gift a free 12-month Team subscription to someone of your choice. This article explains how the gift subscription reward is earned, how to send it, and what the recipient can expect. Getting started Before you…
Before You Begin To create a task card you need an active project open in Plan view. Task cards are added directly to a specific week on the project timeline, so first navigate to the week where you want the task to appear. New tasks can be created in less than a minute. Step-by-Step Instructions Scroll to…
Task cards hold the title, description, status, and assignee for each piece of work in your project. You can update any of these details at any time to reflect new information, add progress notes, or change the details of the task. Lots of people edit the card to note where they stored the output (report,…
The Invite Team Members feature lets a Project Owner add collaborators to any active project in CorZen. Each invitee receives an email with a one-click Accept Invitation link and must have a Free Forever account or higher to join. Anyone can be invited. If they do not yet have a CorZen account, they will be…
CorZen offers three subscription tiers: Free Forever, Team, and Business. Upgrading unlocks additional project collaborators, more active and archived projects, and elevated support priority. Plan Comparison Feature Free Forever Team — $5/person(billed annually) Business — $15/person(billed annually) Collaborators per project 1 (owner only) Up to 5 Up to 20 Active projects 1 Up to 4…
Overview Step 3 of the CorZen Project Intake Process is Your Toolbox. After defining your project mission, this step asks you to tell CorZen which tools you currently have access to. CorZen uses your toolbox to tailor every strategy, recommendation, and task card specifically to the software stack you actually work with — rather than…
Overview The Choose Your Tools step is part of CorZen’s Intake Process workflow. It guides you through a structured asset inventory to identify what you already have, what you still need, and what could benefit from refinement. Completing this step accurately is essential for CorZen to generate the most relevant suggestions and strategies for your…
CorZen gives you two main ways to see your work: the Dashboard (for a view of progress across all projects) and the Projects view (where you can dig into individual initiatives). Here’s how to move between them without getting lost. Dashboard view Projects view Switching from Dashboard to Projects While on your Dashboard, click on…
When you are bootstrapping a business, every dollar counts. CorZen offers two distinct ways to access our project management tools without an upfront financial commitment. Option 1: The ‘Free Forever’ Account The Free Forever tier is designed for individuals or small teams managing a single primary project. This plan allows you to maintain your momentum…
