ZenTao ManualBook Info
1 Introduction
1.1 About ZenTao
1.2 Technical Support
2 How to Install ZenTao
2.1 Choose the best installation
2.2 ZenTao Cloud
2.3 One-click Installation for Windows (Recommended)
2.4 One-click Installation Package for Linux
2.5 Source Code Installation (for all Systems)
2.6 Set up Virtualbox for ZenTao
2.7 Softaculous service
3 Upgrade ZenTao
3.1 Upgrade ZenTao
3.2 Upgrade by source codes ( 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 an 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 Decompose Tasks
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 To-dos
7.2.2 My Task, Story and Bug
7.2.3 My Profile
7.3 Product Owner
7.3.1 Manage a Product
7.3.2 Create and Review a Story
7.3.3 Change and Review a Story
7.3.4 Story Status
7.3.5 Notes for Writing a Story
7.3.6 Product Module
7.3.7 Release Plan
7.3.8 Create a Release
7.3.9 Roadmap
7.3.10 Manage Documents
7.3.11 Product Meetings
7.3.12 Project Management, Presentation and Summary
7.3.13 Story Reports
7.4 Project Manager
7.4.1 Create a Project
7.4.2 Set up a Team
7.4.3 Confirm Stories to be done
7.4.4 Decompose Tasks for Stories
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 Presentation and Summary Meetings
7.4.9 Basic reports of Tasks
7.5 Development Team
7.5.1 Project planning meeting and decompose tasks
7.5.2 Claim and update Tasks
7.5.3 Create a Build
7.5.4 Test Task
7.5.5 Resolve a Bug
7.5.6 Manage Documents
7.5.7 Confirm Bugs
7.6 QA Team
7.6.1 Bug Management
7.6.2 Submit a Bug
7.6.3 Confim 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 a Test Case
7.6.8 Manage a Test Task
7.6.9 Execute Cases and Report Bugs
7.6.10 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
8.2 Deploy ZenTao
8.2.1 Guest Login
8.2.2 Configure Email Notification
8.2.3 Set Super Admin
8.2.4 Configure Static Access
8.2.5 Delete "zentao" from your address
8.2.6 Integrate ZenTao with SVN
8.2.7 Integrate ZenTao with Git
8.3 Import other systems
8.3.1 Import data from bugfree
9 Custom Development
9.1 ZenTao Mechanism of Developing
9.2 ZenTao Directory
9.3 Modify files
9.4 ZenTao Database
9.5 Common Modules
9.6 Add features to navigation bar
9.7 Examples: Modify Language Prompt
9.8 Examples: set priority when creating bugs
9.9 Web Editor
9.10 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
azalea
1325
Last edited by Max on 2017-07-17 10:52:11
ZenTao has the basic built-in document management which can work as a complementary to cover processes that is not recorded in ZenTao. There are three types of document library in ZenTao, product document library, project document library and customized 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 customized document library to save documents like knowledge base and company management standards.

1. Manage Category

1.1 Go to Document(Doc) 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, text and url. If choose url, there will be a box to add url.
  • You can have an attachment uploaded at the same time.
  • Rich text editor is enabled in ZenTao.

3. View documents

After adding a document, you can view the document lists in the library. You can also check all the documents under 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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