1 Introduction
1.1 About ZenTao
1.2 Introduction PPT
1.3 Technical Support
1.4 Follow Us
2 Installation
2.1 Choose the Right Installation
2.2 ZenTao Cloud
2.3 One-click Installation for Windows
2.4 One-click Installation for Linux
2.5 Installation with Lampp
2.6 Source Code Installation for macOS
2.7 XAMPP-VM Installation for macOS
2.8 XAMPP Installation for macOS
2.9 Source Code Installation (for all systems)
2.10 Set up Virtualbox for ZenTao
2.11 Softaculous Service
2.12 Integrate Zdoo
2.13 Install Ioncube
3 Update
3.1 Update ZenTao
3.2 Update by Source Code (for all systems)
3.3 Update for One-Click Installation for Windows (xampp)
3.4 Update for One-Click Installation for Linux
4 Users and Groups
4.1 Company Structure
4.2 Add a User
4.3 Batch Manage Users
4.4 Groups and Privileges
5 Quick Start
5.1 Project and Task Management
5.2 Bug Tracking
5.3 Product Management
5.4 Todo Management
6 Basic Application
6.1 Basic Workflow
6.2 Agile and Scrum
6.3 ZenTao and Scrum
6.4 ZenTao Tutorial for Rookies
6.5 Create a Product
6.6 Create a Story
6.7 Create a Project
6.8 Confirm a Story
6.9 Decompose Stories into Tasks
6.10 Report a Bug
6.11 Manage Contacts
6.12 Customization
6.13 Import Excel, CSV Files
6.14 Document Management
6.15 Operation Mode
6.16 Points
6.17 Required Field
6.18 How to check privilege settings in ZenTao
7 Advanced Application
7.1 Workflow
7.1.1 ZenTao Workflow
7.2 Individual management
7.2.1 My Todo
7.2.2 My Task, Story and Bug
7.2.3 My Profile
7.3 For Product Owner
7.3.1 Manage a Product
7.3.2 Manage a Product Line
7.3.3 Create and Review a Story
7.3.4 Change and Review a Story
7.3.5 Status and Phase
7.3.6 Story Writing
7.3.7 Product Module
7.3.8 Release Plan
7.3.9 Create a Release
7.3.10 Roadmap
7.3.11 Documents
7.3.12 Planning Meetings
7.3.13 Daily Scrum, Review and Retrospective Meetings
7.3.14 Story Reports
7.4 For Project Manager
7.4.1 Create a Project
7.4.2 Set up a Team
7.4.3 Confirm a Story
7.4.4 Story Breakdown
7.4.5 Daily Standup Meetings
7.4.6 Check Project Progress via Burndown Chart
7.4.7 Check Project Progress via Lists
7.4.8 Review and Retrospective Meetings
7.4.9 Basic reports on tasks
7.5 For Development Team
7.5.1 Project planning meeting and task breakdown
7.5.2 Claim tasks and update efforts
7.5.3 Kanban and Tree Diagram
7.5.4 Build
7.5.5 Test Request
7.5.6 Resolve a Bug
7.5.7 Documents
7.5.8 Confirm Bugs
7.6 For QA Team
7.6.1 Defect Management
7.6.2 Report a Bug
7.6.3 Verify and Close a Bug
7.6.4 Activate a Bug
7.6.5 Find a Bug
7.6.6 Test Case
7.6.7 Create and Review Test Cases
7.6.8 Test Suites, Public Case Libs and Reports
7.6.9 Manage Test Requests
7.6.10 Run Cases and Report Bugs
7.6.11 Reports
8 Configuration
8.1 Maintain ZenTao
8.1.1 Initialize scripts
8.1.2 Data Backup
8.1.3 Recover the Deleted
8.1.4 Update Burndown Charts
8.1.5 ZenTao Remote Host
8.2 Deploy ZenTao
8.2.1 Guest Login
8.2.2 Email Notification
8.2.3 Set Super Admin
8.2.4 Static Access
8.2.5 Remove "zentao" from URL
8.2.6 Integrate SVN
8.2.7 Integrate Git
8.2.8 Integrate Webhook
8.2.9 Integrate Xuan.im
8.2.10 Integrate Zdoo
8.2.11 Integrate Third-Party Application
8.2.12 Translation Add-on
9 Customization
9.1 ZenTao Customization
9.2 ZenTao Directory
9.3 Locate and Change Files
9.4 ZenTao Database Structure
9.5 Common Modules
9.6 Add Features to Menu
9.7 Set Privileges to Modules
9.8 Examples: modify language prompt
9.9 Examples: set priority when creating bugs
9.10 Editor
9.11 ZenTao Packaging Standards 1.1
9.12 Feature Limitation
10 Misc
10.1 About Third-Party Code
10.2 Support ZenTao
10.3 ZenTao Service
10.4 Acknowledgement

Document Management

2018-04-08 09:16:04
Renee
1520
Last edited by John Ten on 2019-07-01 14:33:40

With ZenTao open source 8.3+, Doc has been optimized and the documentation feature has been enhanced.


1. Doc Home has been added.

On the homepage of Doc, product document library, project document library, and customized document library are listed.


In the project lib of a product doc lib, all the project libs that have been linked to the product are listed.



In product doc lib and project doc lib, a file library is added. All linked files can be seen in files lib. IDs of the linked stories will be shown right after the name of the file. Click it and you will be directed to the page of story details.


2. Dropdown Menu and Doc Lib

You can use the search box to search for documents and check documents that have been DONE in project doc lib.



You can order documents by Drag and Drop in a doc lib. However, project lib and file lib in a product doc lib cannot be ordered, neither can file lib in a project lib be ordered.


3. Access Control in Doc Lib

When you add a doc lib, you can set access control such as Pubic, Custom, or Private. If you set a whitelist, you can set group privilege and choose users who you allow to view.


Note: If a user has the privilege to view all products/projects in a doc lib, s/he can view the doc lib of the products/project.


When you create a doc lib, you can set access control.




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