- 1 Introduction
- 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
- 5 Quick Start
- 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
- 6.19 Annual Work Summary
- 7 Advanced Application
- 7.1 Workflow
- 7.1.1 ZenTao Workflow
- 7.2 Individual management
- 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 Task 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
- 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
- 8.2.13 Integrate Jenkins
- 9 Customization
- 9.1 Introduction
- 9.2 Directory
- 9.3 Find Codes
- 9.4 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 Extension Editor
- 9.11 Feature Limitation
- 9.12 ZenTao Packaging Standards 1.1
- 10 Misc
After creating the stories, all the key factors in a project have been touched, including lifecycle, resources, and stories. Now what you have to do is to do WBS (
Work Breakdown Structure) for each story and generate all the tasks required to finish this story.
Notes: It is to finish all the tasks of the story, including but are not limited to design, development and test tasks.
1.Stories of a Project
- On the page of the story list, you can easily decompose a story to tasks.
- You can also check the number of tasks decomposed.
2. Decompose/break down a story
Click the Decompose button of a story to create tasks for it.
You can choose the story to link when creating tasks.
The link to the linked story can also be provided.
3. Multiple and child tasks
Since ZenTao 9.6+, multi-user task and child task have been added.
3.1 Multiple tasks
When creating a task, you can check "Multiple" in the Assignee column, if you want to assign this task to multiple team members. Once it is checked, a "Team" button will show for you to click and select your team.
When selecting a team and team members, fill in man-hours correspondently. You can drag the username to order it.
After you choose multiple assignees, the names will show in the Assignee column and the total man-hour will be calculated.
3.2 Child Tasks
Choose a task to create child task on the task list.
The page to add child tasks is batch create tasks page. Fill in the required fields and click Save.
Then you can check child tasks on the task list page. Click to hide/show child tasks. The default setting is to show child tasks.
- After child tasks are created, the estimate, cost and left hours of the parent task is the subtotal of that of all child tasks.
- When creating a parent task, man-hour is set. After creating its child tasks, the total man-hour of child tasks will override that of the parent one.
- Multiple tasks and tasks done by multiple users, cannot have child tasks.
- All the stories should be decomposed into tasks, including design, test, design, even machine procurement, and test environment deployment.
- The decomposition should be as small as possible. For example, a task can be finished within several man hours.
- If a task needs several members to finish, then it should be further decomposed.
- You can batch assign tasks, if the type of tasks is routine work. For example, a routine work is to ask every team member to write a project summary. In this case, you can select the type as routine work and then assign it to all team members.
- The type of tasks should be set carefully, since it will affect automatic calculations in development stories. We will explain this later.
- The tasks are best to be claimed voluntarily, since this will boost team members' enthusiasm to the utmost extent.