This document introduces the most straightforward workflow for using Sanplex.

1. Administrators manage users.
2. Create a program.
3. Create a product and submit stories.
4. Create a project and link the product.
5. Create a sprint/iteration, link stories, and break down tasks.
6. Log task effort and resolve bugs.
7. Create a build, submit for testing, execute test cases, track bugs, and generate test reports.
8. Create a release to deliver the product or its new version.

(Video introduction is available for the simplest workflow in Sanplex.)

【视频介绍】

1. Administrators Manage Users

Administrators can go to Company -> Users to add users, manage the department structure, and assign privileges.

Sanplex supports adding both internal and external users (external users are typically used for stakeholder management).

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To assign privileges to users:

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Check the required privilege boxes and click Save.

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2. Create a Program

Click the Create Program button at the top right of the program list page to enter the creation form.

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Program creation page:

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After the program is successfully created:

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3. Create a Product and Submit Stories

Click the Create Product button at the top right of the product list to enter the creation page.

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Product creation page:

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Once the product is created, you can start adding stories.

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Click the Create Story button to add stories.

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Next, create a product plan and link the stories to be developed.

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After successfully linking stories to the plan:

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4. Create a Project and Link the Product

Click the Create Project button on the project list page.

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Sanplex provides two project models: Product-driven and Project-driven.

• A Product-driven project revolves around the continuous development and delivery of a specific product. It usually covers the entire product lifecycle—from conceptual design to market release, as well as subsequent maintenance and updates.
• A Project-driven project is a temporary endeavor aimed at specific tasks or goals, typically with clear start and end dates to complete specific deliverables.

When creating a project, you can select a parent program and link the products and plans under it. If you do not select a parent program, Sanplex will default to creating a product with the same name as the project and link it automatically.

Note: Product-driven projects must be linked to a product. You can link an existing product or create a new one based on your needs.

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Once created, you can view the relationships among the program, product, and project.

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5. Create a Sprint/Iteration, Link Stories, and Break Down Tasks

Go to the Project -> Sprint/Iteration page and click the Create Sprint/Iteration button at the top right.

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When creating a sprint/iteration, you can link it to the product associated with the project.

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After linking the product plan, you can link the stories from that plan into the sprint/iteration.

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After the sprint/iteration is successfully created:

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Click the sprint/iteration name to enter its Execution view. First, manage the team:

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Next, break the stories down into actionable tasks.

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Once broken down, assign tasks to the development team:

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6. Log Task Effort and Resolve Bugs

The development team executes tasks, logs their effort under Execution -> Task, and marks tasks as completed.

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Developers can go to Test -> Bug to view, confirm, and resolve bugs.

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7. Create a Build, Submit for Testing, Execute Cases, Track Bugs, and Generate Reports

Once tasks are developed and bugs are resolved, go to Execution -> Build to create a build. Link the completed stories and resolved bugs, then submit it for testing.

Click the Create Build button on the build page.

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Build creation page:

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After creation, link the completed stories and resolved bugs.

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Submit the build for testing to generate a test task. Click the Submit Test button in the action column of the build list.

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Test task creation page:

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After the test task is successfully created, testers can link test cases to it. Click the Link Case button in the action column to link the test cases related to the stories and resolved bugs.

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Once linked, click the Execute button in the action column of the case list to run the tests.

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During execution, failed cases can be directly converted into bugs by clicking the To Bug button.

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Bug creation page:

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Once the bug is created, it can be tracked and managed under Test -> Bug. After developers resolve the bug, testers can perform regression testing and update the bug's status.

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After the test task is completed, click the Test Report button in the action column of the test task list to generate a report.

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Test report generation page:

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8. Create a Release and Deliver the Product

Once the test task is completed and meets the release standards (i.e., the submitted build passes testing), the product is ready to be released to the public.

Go to Product -> Release and click the Create Release button.

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When creating a release, select the previously created build and click Save.

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