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

Import Excel, CSV files

2018-04-08 09:16:04
Renee
694
Last edited by Renee on 2018-11-27 16:01:28

1. Import Excel

Importing Excel files is the feature in ZenTao Pro. You can import Story, Task, Bug, and Case, and you can add/edit it. You can export Excel files in ZenTao, and you choose from .xls and .xlsx. Here are two ways for you to export files in ZenTao:

  - Go to QA->Case-> Export, and choose Export Template. Enter your data and save it in the template exported.

  - Go to QA->Case-> Export, and choose Export Data. Edit/Add data to the file that is exported from ZenTao and save it.

 


Differences between Excel and CSV

  - Excel has a better look than CSV, because Excel has style.

  - In Excel, there is a drop-down menu for fields like Module, Priority, and it is handy for users to enter data.


Notes for data entering

  - Required field is a must. Or it will be ignored.

    Required field of Story by default: Name, Module

    Required field of Task by default: Type, Name

    Required field of Bug by default: Build, Title, Module

    Required field of Case by default: Type, Title


  - Rules for entering case steps

    When you enter Steps and Expectations, break the lin for each step. For example.

      1. QA Step One        1. Expectation One

      2. QA Step Two        2.

      3. QA Step Three     3. Expectation Three

    If there is no steps, no expectations. If one step has no expectation, leave it blank. In this way, ZenTao can get the steps and the corresponding expectations.


  - Data format: y-m-d, e.g: 2014-03-01 and the cell format is “text”.

  - Data that can be imported for editing

    Story: Name, Module, Plan, Source, Priority, estimated man-hour, tags, description, acceptance
    Task: Name, Module, plaN, source, priority, type: estimation, est begin, deadline, description
    Bug: Title, Module, Project, Story, priority, tags, build, Retro Steps, Type/Severity, System/Browser
    Case: Title, Module, Story, priority, type, status, frequency, stage, prerequisite, steps, expectations


If the template file is imported, all records are new. If a template is not used, a record has a number, this record has existed. Otherwise, it is a newly added one.


2. Import CSV

Import CSV is a feature of ZenTao Open Source. Currently, it is to import cases and to add/edit it. You can export Excel files in ZenTao, and you choose from .xls and .xlsx. Here are two ways for you to export files in ZenTao:

  - Go to QA->Case-> Export, and choose Export Template. Enter your data and save it in the template exported.

  - Go to QA->Case-> Export, and choose Export Data. Edit/Add data to the file that is exported from ZenTao and save it.


Notes for data entering


    Required field of Story by default: Name, Module

    Required field of Task by default: Type, Name

    Required field of Bug by default: Build, Title, Module

    Required field of Case by default: Type, Title


  - Rules for entering case steps

    When you enter Steps and Expectations, break the lin for each step. For example.

      1. QA Step One        1. Expectation One

      2. QA Step Two        2.

      3. QA Step Three     3. Expectation Three

    If there is no steps, no expectations. If one step has no expectation, leave it blank. In this way, ZenTao can get the steps and the corresponding expectations.


  - Data that can be imported for editing include case title, module, related story, priority, case type, status, frequency, stage, prerequisite, expectation.

  - Required field is a must, such as Case Type, Title. Or it will be ignored.


SCREENSHOT


Choose the right encoding for your case file imported, or it might cause problems. If the template file is imported, all records are new. If a template is not used, a record has a number, this record has existed. Otherwise, it is a newly added one.


SCREENSHOT



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