1 Download and Upgrade to 15.0+ Series
2 New Features of ZenTao 15 Series
3 Interface Changes of 15 Series
4 Update to the Latest Version
5 Quick Start of 15 Series
6. Basic Application of Version 15
6.1 Beginner
6.2 Add Integrally
6.3 API Library
7. Base On The Roles
7.1. Admin
7.1.1 Edit Departments and Team Members
7.1.2 Edit Users
7.1.3 Edit Privilege
7.2. Program Leader
7.2.1 Create a Program
7.2.2 Link to Products
7.2.3 Create a Project
7.2.4 Manage Staffs
7.2.5 Add a Program Stakeholder
7.3. Product Owner
7.3.1 Create a Product
7.3.2 Edit Modules
7.3.3 Product Multi-branch/Platform Management
7.3.4 Edit Plans
7.3.5 Edit Stories
7.3.6 Review a Story
7.3.7 Create a Release
7.3.8 Tracking Progress
7.4. Project Manager
7.4.1 Edit Projects and Execution
7.4.2 Edit Teams
7.4.3 Link to Stories
7.4.4 Split Tasks
7.4.5 Tracking Progress
7.4.6 Waterfall Project
7.4.7 Kanban Project
7.5. Development Team
7.5.1 Apply for Tasks and Bugs
7.5.2 Update Status
7.5.3 Complete Tasks and Bugs
7.5.4 Submit Codes
7.5.5 The General Kanban, Story Kanban, Bug Kanban, and Task Kanban
7.6. Test Team
7.6.1 Edit Users' Case
7.6.2 Execute Users' Case
7.6.3 Submit a Bug
7.6.4 Test and Close a Bug
8. DevOps Features
8.1 Git/SVN Repository Management and Viewing Code
8.2. Integrate GitLab
8.2.1 Integrate GitLab, Bind Users, Link to Issues and Create a Build
8.2.2 Integrate GitLab and Submit the Merge Requests
8.2.3 GitLab Privilege in ZenTao
8.3 Integrate Jenkins and Create a Build
8.4 Integrate SonarQube
9 General Kanban
10. Backstage Settings of Version 15
10.1 Desktop
10.2 Model
10.3 Custom
10.4. Message
10.4.1 Mail
10.4.2 Webhook
10.4.3 Browser
10.4.4 Settings
10.5 Extension
10.6 Secondary Development
10.7 System
10.8 Import Jira Data
10.9 Registration Menu and Privilege
11. Privileges Management and Access Control of Version 15
11.1 Privileges Management and Access Control for Programs
11.2 Privileges Management and Access Control for Products
11.3 Privileges Management and Access Control for Projects
11.4 Privileges Management and Access Control for Executions
11.5 Access Control and Data Relationships for Projects and Executions

Quick Start of 15 Series

2022-01-24 09:57:26
Last edited by Hongyan on 2022-03-21 11:16:36
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Quick Start Guide

We are going to introduce the Quick Start Guide of ZenTao 15 series in this article.

  • Managing users by Administrator
  • Create a Program
  • Create a Product and submit Requirement
  • Create a Project and link to Products
  • Create a Sprint/Iteration, link to Requirement, and split to Tasks
  • Record Effort (man-hour) and resolve bugs
  • Create Build and create Release

Managing users by Administrator

The Administrator can add users in the Admin--Member--User. Managing the user's department structure and assigning Privilege to them.

You can add internal users and external users in ZenTao 15 series, and the external users can be used for Stakeholder management.

Assign Privilege to Users:

Check the Privilege you want to assign and click Save.

Create a Program

Click the Create Program button on the right top corner of the Program List:

You will go to the Create Program Page:

After you create a program successfully:

Create a Product and submit Requirement

Click the Create Product button on the right top corner of the Product List:

You will go to the Create Product Page:

Now you can create stories/software requirements after creating products successfully.

Click the button Create Story/Create Software Requirement to add requirements.

Next, create a development plan to link to the requirements.

After the Plan is successfully linked to the Story:

Create a Project and link to Products

Click the button Create Project to add projects.

You can select the Parent Program that the project belongs to, and link the Products and Plans to the project.

 If you didn't choose the Parent Program, the system will create a product with the same name as the project by default and link to the project.

 After the project is created successfully, you can view the relationship between Project, Product, Program through the Program that the Project belongs to.

Create a Sprint/Iteration, link to Requirement, and split to Tasks

Click the Create Sprint/Iteration button on the right top corner of the Project--Sprint Page.

You will go to this page and you can link the product associated with the project.

After you linked the Product Plan, the requirement in the Plan can be linked to the Sprint/Iteration.


After the Sprint/Iteration is successfully created:

Click the Sprint Name to go to the Sprint/Iteration under the Execution view.

Set the team members first:

Next, Split the software requirement into tasks.

Tasks are assigned to developers:

Update the Effort (man-hour) record and resolve bugs

The development team will develop the tasks and update the record of the Start, Effort, Finish in Execution--Task.

Check, Confirm, and Resolve bugs in Test--Bug.

Create Build and create Release

The task development is completed and the bugs are resolved. Now you can create a build in Execution--Build, link with the developed requirements and the resolved bugs and then submit to test.

Click the Create Build button in Execute--Build.

The page of Create Build:

Now you can link the Finished Software Requirement and Resolved Bugs to the build.

You can release the build after it passed the test.

Click the button of Create Release on the page of Product--Release.

Select the build created before and click Save to release a build.

The process of releasing a build is kind of the Quick Start Guide of ZenTao 15 series.

Concerning more features of each module, you can still refer to the manual of ZenTao Open-Source 12 Series.

ZenTao Open-Source 12 Series Manual: https://www.zentao.pm/book/zentaomanual/free-open-source-project-management-software-zentao-8.html


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