ZenTao ManualBook Info
1 Introduction
1.1 About ZenTao
1.2 Introduction PPT
1.3 Technical Support
1.4 Follow Us
2 How to Install ZenTao
2.1 Choose the best 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
3 Upgrade ZenTao
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 Organization Structure
4.2 Add a User
4.3 Batch Manage Users
4.4 Groups and Privileges
5 Simple Application
5.1 Project and Task Management
5.2 Bug Management
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 Stories
6.9 Story Breakdown
6.10 Report a Bug
6.11 Manage Contacts
6.12 Customization
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 Modules
7.3.8 Release Plan
7.3.9 Create a Release
7.3.10 Roadmap
7.3.11 Manage Documents
7.3.12 Product 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 Stories
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
7.5.3 Kanban and Tree Diagram
7.5.4 Create a Build
7.5.5 Test Task
7.5.6 Resolve a Bug
7.5.7 Manage Documents
7.5.8 Confirm Bugs
7.6 For QA Team
7.6.1 Bug Management
7.6.2 Report a Bug
7.6.3 Confim and Close a Bug
7.6.4 Activate a Bug
7.6.5 Locate a Bug
7.6.6 Test Cases
7.6.7 Create and Review Test Cases
7.6.8 Manage Test Tasks
7.6.9 Test Suites, Public Case Libs and Reports
7.6.10 Manage Test Tasks
7.6.11 Execute Cases and Report Bugs
7.6.12 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 Configure Static Access
8.2.5 Delete "zentao" from the address
8.2.6 Integrate ZenTao with SVN
8.2.7 Integrate ZenTao with Git
8.2.8 Integrate webhook
9 Custom Development
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 Packaging Standards of ZenTao 1.1
10 Other Relevant Issues
10.1 About third-party code
10.2 How to Help ZenTao
10.3 ZenTao Business Service
10.4 Acknowledgement

Manage Documents

2015-09-11 10:13:58
Last edited by Renee on 2018-01-09 17:42:40

ZenTao has the basic document management which function as a complementary to cover processes that is not provided in ZenTao. There are three types of document library in ZenTao, product document library, project document library and custom document library. Product document library can be used to save documents that are generated at the product level; project document library to save documents at the project level, and custom document library to save documents, such as knowledge base and company management norms.

1. Manage Category

1.1 Go to Doc(Document) and you will see all the Doc Libs.

1.2 Click the Doc Library you want to see and click Manage Category to add categories to the Doc Lib.

2. Add a document

Go to DocLib you want to add a doc to, and click “Create” to enter the page of creating a document.

  • There are two types of documents, webpage and url.
  • If choose url, there will be a box to add url.
  • You can upload an attachment, if you choose url as the type of the doc.
  • Use rich text editor to write webpage doc.
  • Access control can be set when adding a doc.

3. View documents

After adding a document, you can view the document lists in the library. You can also check all the documents linked to a product by going to Product->Doc.

    Comment List
    Richard Cooke 2016-11-15 02:58:07
    How is a document update? I added a Sales Brochure to my Product. After a review meeting, I have a new version to replace the existing one.
    tengfei 2016-11-15 09:20:05
    You can just delete the attached file, Sales Brochure, and upload a new one. If this is not answering your questions, please send a screenschot to renee@cnezsoft.com.

    Which version of ZenTao you use? Maybe you can try to upgrade it to the latest version 8.3 (http://www.zentao.pm/download/27.html), which document management has been enhanced.
    Richard Cooke 2016-11-15 21:45:53
    Thank you for the fast response!

    I installed Zen&Tao Version 8.2.2 using Softaculous 4.8.3.

    I was expecting Document history to be tracked, like Subversion or GIT would do? Document changes, when, and who, are as important to a project as story updates!

    I do not want to loose earlier versions of a document either.
    tengfei 2016-11-16 16:45:11
    If your Document is attached,e.g. Word/Excel files, you can upgrade it to ZenTao 8.3, which has version control feature. Please read http://www.zentao.pm/book/zentaomanual/upgradezentao-18.html for how to upgrade ZenTao.

    If your Document is simple text, you can see the detailed change in History. I will send you a screenshot via email later.
    Richard Cooke 2016-11-16 23:44:22
    Thank you so much!

    I think I have to wait for Softaculous to make the upgrade available to me.

    I look forward to testing it!

    Is there a Wiki module available? I need someplace to jot down shared information about projects and the company in general.
    tengfei 2016-11-17 09:08:10
    You can download source code from our website to upgrade. Wiki will be in ZenTao Pro. Markdown is the alternative for now.
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