7 Simple Tips to Get More Out of Zenput

Dana Farese
Published On:
Sep 27, 2021

During our recent inaugural user conference, Zenput's Customer Support & Success team led two different sessions titled "10 Simple Tips to Get More Out of Zenput" (20 total tips!), which you can still view on-demand here. To help customers gain more value from the platform - which is always our goal - we've highlighted seven of the top tips from those sessions here, so you can easily share them with your team and implement them in Zenput.

1. Announcements 

  • What is it?
    • Zenput customers can write an announcement and send it to any/all stores and field members to ensure that important messages/news are read
  • Why is it useful?
    • Helpful in aligning your organization
    • Schedule announcements to pass on communications to team members
    • Monitor which users have opened your Announcement and follow - up with those who haven't
  • Use cases:
    • Product Recalls 
    • Inventory Updates
    • Employee Recognition
    • Crisis Management
    • Promotional or LTO Updates
    • Reminders for Completing Tasks
    • Company Policy Changes

2. Commenting on Tasks

  • What is it? 
    • When a store completes a task, their district manager or other team members can comment on that task to ask clarifying questions or get more info
  • Why is it useful?
    • Centralize communication between organizational leaders and stores
    • Helps leadership to engage at the store level
    • Provides a simple way to create dialogue about a task within that task
  • Use cases: 
    • Daily opening checklist
    • Weekly safety audit
    • Brand compliance checklist
screenshot of a task in zenput
Zenput Simple Tip: Commenting on tasks

3. Gallery View on Mobile and Web

  • What is it? 
    • See a gallery of all of the photos that have been taken/submitted on tasks for that store
  • Why is it useful?
    • Provides visibility into stores
    • Users are able to export/distribute photos
    • Assists with accountability, consistency, and transparency
    • Filter photos based on specific questions or fields
  • Use cases:
    • Product quality photos
    • Cleanliness audit
    • Midweek checklist


gallery view in zenput on mobile
Zenput Simple Tip: Gallery View (Mobile)
gallery web view in zenput
Zenput Simple Tip: Gallery View (Web)

4. Built-in Reporting to Identify Trends

  • What is it? 
    • Pre-built reports in the Zenput platform that can be accessed from the web app clicking on "reports"
  • Why is it useful? 
    • Built-in Report Types:
      • Exception Reporting
        • Yes/no roll-up is an exception report that highlights key issues at specific stores and taking action without having to be there
      • Completion Reporting
        • Recap with failures and project recap and snapshot report (real-time) - useful during adoption and beneficial to help track performance at locations
      • Form-Based Reporting
        • Form-based reporting allows you to see multiple submissions on one report and having them sent to you
      • KPI Reporting
        • KPI report is great for forms with scoring. Great for brand assessments, audits, and quarterly audits
  • Use cases:
    •  Reports for each store, district, or operation-wide
zenput reporting
Zenput Simple Tip: Built-In Reporting to Identify Trends

5. Scheduled Reporting 

  • What is it?
    • Automatically generate and receive reports that you want to see, via email
  • Why is it useful?
    • Automatically distribute key data to external users on a recurring basis
    • Saves time and clicks
    • Able to export and send to external users
      • Helpful when you have outside teams that need to be up to date on the overview of how the locations are performing.
  • Use cases: 
    • Weekly project completion recap report
    • Maintenance requests 
scheduling a report in zenput
Zenput Simple Tip: Scheduled Reporting

6. Filtering Data on Reports 

  • What is it?
    • Allows you to customize reports to focus on key information
      • Sometimes you only need specific questions exported for your reports, so you're only looking at data for relevant information
  • Why is it useful?
    • More efficient reporting
    • Filter by MetaData - (location, time to complete, etc.)
  • Use cases:
    • Any Zenput-generated report 

​​​7. Form Distribution and Visibility

  • What is it? 
    • Dictates who has access to the form after submission vs. who can submit the form
  • Why is it useful? 
    • Helps manage access and visibility of forms to users
    • Can give managers the ability to edit submissions for locations on their team
  • Use cases:
    • ​​​​​​​Incident reports
    • HR forms
Zenput form distribution and visibility
Zenput Simple Tip: Form Distribution and Visibility

These are just a few simple examples of how to maximize Zenput to have a greater impact on your business. To learn more tips, view the full session on-demand here or visit the Zenput Knowledge Base.

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