Getting started with ZenTao: The Basic Steps

2022-08-04 14:52:28
WANG JING
300
Last edited by Yujia Li on 2022-12-06 09:06:48
Share links
Summary : The documentation in this section will help you quickly create and run a project or product in ZenTao.

Create new accounts for team members

  1. Select Admin > Member > User in the navigation.
  2. To add people to your team, select Add User, and edit the new user information.

  As a admin, you can edit your team member's

  • User Type
  • Department
  • Account
  • Password
  • Repeat Password
  • Version Type
  • Role
  • Privilege Group
  • Email
  • SVN/GIT Account
  • Gender
  1. Select Save.

Tips: select Delete User to remove a person from your team.

 


Create a new program

  1. Select Program > Program List in the navigation.
  2. Select Create Program and edit the relevant program information.

  As a user, you can edit your program's

  • Parent Program
  • Program Name
  • Manager
  • Budget
  • Plan Duration
  • Description
  • ACL (Access Control List)
  • Whitelist
  1. Select Save.

Tips: To change program information, select Program > Program List in the navigation and select Edit Program in the Action column.

 

Create a product

  1. Select Product > Product List in the navigation.
  2. Select Create Product and edit the relevant product information.

  As a user, you can edit your product's

  • Program
  • Product Name
  • Code
  • Product Owner
  • QA Manager
  • Release Manager
  • Feedback Manager
  • Ticket Manager
  • Reviewer
  • Type
  • Description
  • ACL (Access Control List)
  • Whitelist
  1. Select Save.

Tips: If you tick the Non-product-based checkbox when creating a project, you will not be able to create products under this project.

 

Create new software requirements

  1. Select Product > Product List in the navigation.

  2. Select the name of the product you want to add software requirements to.

  3. From the product navigation at the top of the page, select Software Requirement.

  4. Select Create Story and edit the relevant software requirement information.

  As a user, you can edit your software requirement's
  • Product
  • Module
  • Plan
  • Assign To
  • From
  • Note
  • Review By
  • User Requirement
  • Parent Software Requirement
  • Title
  • Category
  • Priority
  • Estimation
  • Description
  • Acceptance
  • Files
  • Mail To
  • Tags
  1. Select Save.

Tips: A module is a collection of requirements that have the same function. In other words, requirements can be classified according to different modules (functions). For example, the requirements of IPhone product can be divided into the following modules: Phone, Messages, Camera, Wallet, Settings, etc.

 

Create a new project

  1. Select Project > Project List or Program > Program List in the navigation.
  2. Select Create Project.
  3. Select Management Type: Scrum, Waterfall, or Kanban.


  1. Edit the relevant project information:

  As a user, you can edit your product's

  • Parent Program
  • Project Name
  • Code
  • Multi Iteration (If you tick the No with multi iteration checkbox, you will not be able to create iterations under this project.)
  • Type (If you tick the Non-product-based checkbox, you will not be able to create executions/iterations under this project.)
  • Manager
  • Budget
  • Plan Duration
  • Days
  • Manage Product
  • Linked Plan
  • Description
  • ACL (Access Control List)
  • Whitelist
  • Privileges
  1. Select Save.

 

Create a new Iteration

  1. Select Execution > Execution List in the navigation, or from the Project navigation at the top of the page, select Iteration.
  2. Select Create Execution in execution list or select Create Iteration in project > one specific project > iteration and edit the relevant iteration information.

  As a user, you can edit your iteration's

  • Project
  • Execution Name
  • Execution Code
  • Plan Duration
  • Days
  • Execution Type
  • Linked Products
  • Linked Plan
  • Team Name
  • Copy Team
  • Owner (Iteration owner, Test manager, Iteration manager, Release manager)
  • Members
  • Description
  • Access Control
  • Whitelist
  1. Select Save.

Tips: If you tick the No with multi iteration checkbox when creating a project, you will not be able to create executions/iterations under this project.

 

Manage the execution team

  1. Select Execution > Execution List in the navigation
  2. Select the name of the execution you want to add team members to.
  3. From the execution navigation at the top of the page, select Settings > Team.
  4. Select Manage Team and edit the relevant information of your team members.

  As a user, you can edit your team member's

  • User Name
  • Role
  • Available Working Days
  • Available Working Hours/Day
  • Limited User
  • Action (add members or delete members)
  1. Select Save.

 

Linked Software Requirements

  1. Select Execution > Execution List in the navigation
  2. Select the name of the execution you want to link software requirement to.
  3. From the execution navigation at the top of the page, select Software Requirement.
  4. Select Link Story and tick the checkbox in front of the story ID.
  5. Select Save.


Task decomposition

  1. Select Execution > Execution List in the navigation
  2. Select the name of the execution you want to decompose software requirements into tasks.
  3. From the execution navigation at the top of the page, select Task.
  4. Select Create Task and edit the relevant task information.

  As a user, you can edit your tasks'

  • Iteration
  • Task Type
  • Module
  • Assign To
  • Story
  • Task Name
  • Priority
  • Estimation
  • Description
  • Files
  • Time Frame
  • Mail To
  • Next
  1. Select Save.

Tips: If you tick the No with multi iteration checkbox when creating a project, you will be able to create tasks via Project < Project List < One specific project < Task < Create Task.

 

Bugs

  1. Select QA > Bug in the navigation
  2. Select Report Bug and edit the relevant bug information.

  As a user, you can edit your bugs'

  • Product
  • Module
  • Project
  • Execution
  • Open Build
  • Assign To
  • Deadline
  • Discovered By
  • Discoverer Email
  • Type
  • OS (Operating System)
  • Browser
  • Stage
  • Title
  • Severity
  • Priority
  • Reproduction Steps
  • Story
  • Task
  • Mail To
  • Tags
  • Files
  1. Select Save.

Write a Comment
Comment will be posted after it is reviewed.