ZenTao ManualBook Info
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 all Systems)
2.7 Set up Virtualbox for ZenTao
2.8 Softaculous service
2.9 Integrate Zdoo
2.10 Install Ioncube
3 Upgrade
3.1 Upgrade ZenTao
3.2 Upgrade by source code (for all systems)
3.3 Upgrade for one-click installation for Windows (xampp)
3.4 Upgrade for one-click installation package 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 Individual Task 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 Task Breakdown
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 Customize Required Field
6.18 Access Control
7 Advanced Application
7.1 Workflow
7.1.1 ZenTao Workflow
7.2 Personal 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 Story Status
7.3.6 Notes for Writing a Story
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 Task
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 Tasks
7.6.10 Execute Cases and Report Bugs
7.6.11 Reports
8 Configuration
8.1 Maintain ZenTao
8.1.1 Initialize scripts
8.1.2 Back up ZenTao
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 Delete "zentao" from URL
8.2.6 Integrate ZenTao with SVN
8.2.7 Integrate ZenTao with Git
8.2.8 Integrate webhook
8.2.9 Integrate Xuan.im
8.2.10 Integrate Zdoo
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 Web Editor
9.11 ZenTao Packaging Standards 1.1
10 Relevant Issues
10.1 About third-party code
10.2 Support ZenTao
10.3 ZenTao Commercial Service
10.4 Acknowledgement

Create a Project

2015-09-11 13:27:29
azalea
3041
Last edited by Renee on 2018-11-15 09:15:33

Relations between products and projects in ZenTao are often asked. As clarified in Chapter 6.3 Zentao and Scrum, a project is what sprint is in Agile development.


1. Create a Project

1.1 Go to Project and click Add Project.


1.2 The page of adding a project will pop out.

On this page, you can set project name, alias, start and end date, assigned team, and descriptions. You don't have to link it to a product.

Notes:
  • Project alias is an abbreviation that is known and understood by the teams. For example, ZenTao once used “open sesame" as the project alias.
  • The name of your teams can be customized, e.g. ZenTao Development Team.
  • When adding projects, you can choose products to link, so you can link related stories later.
  • The project has its own access control, including Default, Private or Whitelist.
  • Go to Admin->Custom->Flow to choose among three ways to display, including Product-Project, Product-Sprint, and Project-Sprint. It is the display name that is different, and the workflows stay the same.
    Comment List
    MG 2017-12-08 13:54:25
    Hello,

    I have a difficulty how to set status in project to closed. In database I can see closedDate parameter for projects. How I can set status "closed" to a project? I was able to set status "done" but it did not fill a parameter closedDate or closedBy.

    Thanks for help!
    Yves 2017-12-11 09:27:13
    Go to Project->Overview and close it there. I have sent you detailed steps via Email. Feel free to contact us at renee@cnezsoft.com if you have more questions.
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