Boost Your Workflow with eZ — Tips & TrickseZ is a lightweight, flexible tool that can simplify repetitive tasks, organize information, and speed up everyday workflows. Whether you’re an individual creator, a small team, or part of a larger organization, eZ offers features that — when used intentionally — can reduce friction and free up time for higher-value work. This article explains practical tips and tricks to get the most out of eZ, organized around setup, daily use, integration, collaboration, and scaling.
Getting started: set up for productivity
Before trying advanced techniques, make sure your eZ workspace is optimized for your work style.
- Create a clear folder and naming structure. Use consistent prefixes or dates (e.g., 2025-08_ProjectName) so files and items sort predictably.
- Limit top-level folders — prefer deep, purposeful nesting over many shallow categories. This reduces decision fatigue when saving or finding items.
- Configure defaults (templates, tags, or views) so common actions require fewer clicks. The fewer times you choose the same option, the more time you save.
Practical example: create templates for three common item types (meeting notes, project brief, and task log). Each template pre-fills metadata fields like owner, due date, and tags.
Speed up daily tasks with keyboard shortcuts and templates
- Learn and use keyboard shortcuts. Even a few can cut minutes off repeated actions across the day.
- Build templates for recurring item types and workflows. Templates reduce cognitive load and ensure consistency.
- Use quick actions or macros where available to chain frequent steps (e.g., create item → assign owner → set due date).
Tip: Map 5–7 shortcuts for actions you use dozens of times weekly (new item, search, toggle favorite, add tag, archive).
Smarter search and tagging
- Adopt a tagging convention: use project codes, status (todo, in-progress, done), and context (design, finance). Short, consistent tags make filtering powerful.
- Use saved searches or smart filters for recurring queries (e.g., “My overdue tasks” or “Open design tickets”).
- Keep tag counts manageable — merge near-duplicates and periodically prune unused tags.
Example saved search: status:in-progress AND assignee:@me AND due: Automation idea: when a new client form is submitted, automatically create a project folder, populate it with a brief template, and add an onboarding checklist of tasks. Example: link eZ tasks to calendar events so blocked time appears automatically when a task is started. Handoff template: summary, current status, next actions, blockers, owner, due date. Example structure: Conclusion Applying these tips will make eZ feel less like a tool you use and more like a system that works for you. Start with small changes — consistent naming, two templates, one automation — then expand what’s working. Over time those habits compound into significant time savings and fewer workflow headaches.
Automate repetitive work
Integrations: make eZ part of your toolchain
Collaboration and handoffs
Organize meetings and notes effectively
Monitor performance and iterate
Advanced tips: power-user features
Security and backup practices
Common mistakes to avoid