1. QuickStart
1.1. QuickStart of ZenTao 12 series
1.1.1 Document management
1.1.2 How to check whether a user has product and project access permission
1.1.3 Annual summany and reports in ZenTao
1.2. ZenTao 12 series Starter
1.2.1 Manage personal issues in ZenTao
1.3. ZenTao 12 series Advanced
1.3.1. Process overview
1.3.1.1 ZenTao project management flow chart
1.3.2. Personal issues management
1.3.2.1 Manage personal issues in ToDo
1.3.2.2 Focus on the tasks, stories, and bugs assigned to me
1.3.2.3 Check or change my information in my profile
1.3.3. Product manager
1.3.3.1 Manage product
1.3.3.2 Manage product line
1.3.3.3 Create and review stories
1.3.3.4 Change story and review story
1.3.3.5 Story status and development stages
1.3.3.6 Notes of the Story
1.3.3.7 Manage product module
1.3.3.8 Create plans
1.3.3.9 Create releases
1.3.3.10 Roadmaps
1.3.3.11 Document management
1.3.3.12 Product planning meeting
1.3.3.13 Participate in project management, demostrations, and summaries
1.3.3.14 Basic statistical reports of stories
1.3.4. Project manager
1.3.4.1 Create a project
1.3.4.2 Set up the project team
1.3.4.3 Determaine the story list in a project
1.3.4.4 Task Breakdown
1.3.4.5 Daily standup meetings
1.3.4.6 Track the progress of projects via Burndown chart
1.3.4.7 Track the progress of projects via various lists
1.3.4.8 The review meeting and retrospective meeting
1.3.4.9 Basic statistical reports for project tasks
1.3.5. Development team
1.3.5.1 Participate in project planning meeting and decompose tasks
1.3.5.2 Create build
1.4. QuickStart of ZenTao Biz 12 series
1.4.1 Gantt Chart

Workflow Overview

2024-09-05 14:19:55
Kelsea
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Last edited by Hongyan on 2024-09-05 14:19:55
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Starting from version ZenTao Biz 3.5.alpha, a new workflow module has been introduced, allowing for extensive customization of ZenTao.

The built-in workflows can be customized not only by modifying the fields, actions, interfaces, and data information, but also by extending and rewriting those processes.

Additionally, you can create personalized workflows tailored to actual usage needs.

1. Built-in Processes

Currently, the workflow includes 13 built-in processes based on ZenTao's usage patterns, functional modules, and customization requirements. These processes are: Product View, Product Planning, Release, Requirements, Project View, Version, Task, Bug, Test Case, Test Request, Test Suite, Test Case Library, and Feedback.

The built-in processes do not support tags, sub-processes, or detailed forms, and they cannot be deleted.

The default display for processes is in card format, but you can switch to a list view by clicking the icon in the upper right corner of the page.

You can edit and design the built-in processes as needed.

In ZenTao Biz 3.5.alpha, the workflow also offers a feature for viewing processes by tag classification.

You can filter the built-in processes using labels such as All, Product, Project, QA, and Feedback.

2. Data Sources

Data sources primarily record the source information corresponding to the process database. These sources can be used for fields and are typically employed to generate dropdown list data.

You can call system functions, custom SQL, option lists, and system languages.

3. Validation Rules for Processes

Validation rules can be applied to fields and forms, and they require the use of regular expressions for verification (regex).

Learn more about the regular expressions for verification.

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