Getting started with ZenTao: The Basic Steps

Create new accounts for team members
Create a new program
Create a product
Create new software requirements
Create a new project
Create a new Iteration
Manage the execution team
Linked Software Requirements
Task decomposition
Bugs

Create new accounts for team members

Select Admin > Member > User in the navigation.
To add people to your team, select Add User, and edit the new user information.

As a admin, you can edit your team member's

User Type
Department
Account
Password
Repeat Password
Version Type
Role
Privilege Group
Email
SVN/GIT Account
Gender

Select Save.

Tips: select Delete User to remove a person from your team.

Create a new program

Select Program > Program List in the navigation.
Select Create Program and edit the relevant program information.

As a user, you can edit your program's

Parent Program
Program Name
Manager
Budget
Plan Duration
Description
ACL (Access Control List)
Whitelist

Select Save.

Tips: To change program information, select Program > Program List in the navigation and select Edit Program in the Action column.

Create a product

Select Product > Product List in the navigation.
Select Create Product and edit the relevant product information.

As a user, you can edit your product's

Program
Product Name
Code
Product Owner
QA Manager
Release Manager
Feedback Manager
Ticket Manager
Reviewer
Type
Description
ACL (Access Control List)
Whitelist

Select Save.

Tips: If you tick the Non-product-based checkbox when creating a project, you will not be able to create products under this project.

Create new software requirements

Select Product > Product List in the navigation.
Select the name of the product you want to add software requirements to.
From the product navigation at the top of the page, select Software Requirement.
Select Create Story and edit the relevant software requirement information.

As a user, you can edit your software requirement's

Product
Module
Plan
Assign To
From
Note
Review By
User Requirement
Parent Software Requirement
Title
Category
Priority
Estimation
Description
Acceptance
Files
Mail To
Tags

Select Save.

Tips: A module is a collection of requirements that have the same function. In other words, requirements can be classified according to different modules (functions). For example, the requirements of IPhone product can be divided into the following modules: Phone, Messages, Camera, Wallet, Settings, etc.

Create a new project

Select Project > Project List or Program > Program List in the navigation.
Select Create Project.
Select Management Type: Scrum, Waterfall, or Kanban.

Edit the relevant project information:

As a user, you can edit your product's

Parent Program
Project Name
Code
Multi Iteration (If you tick the No with multi iteration checkbox, you will not be able to create iterations under this project.)
Type (If you tick the Non-product-based checkbox, you will not be able to create executions/iterations under this project.)
Manager
Budget
Plan Duration
Days
Manage Product
Linked Plan
Description
ACL (Access Control List)
Whitelist
Privileges

Select Save.

Create a new Iteration

Select Execution > Execution List in the navigation, or from the Project navigation at the top of the page, select Iteration.
Select Create Execution in execution list or select Create Iteration in project > one specific project > iteration and edit the relevant iteration information.

As a user, you can edit your iteration's

Project
Execution Name
Execution Code
Plan Duration
Days
Execution Type
Linked Products
Linked Plan
Team Name
Copy Team
Owner (Iteration owner, Test manager, Iteration manager, Release manager)
Members
Description
Access Control
Whitelist

Select Save.

Tips: If you tick the No with multi iteration checkbox when creating a project, you will not be able to create executions/iterations under this project.

Manage the execution team

Select Execution > Execution List in the navigation
Select the name of the execution you want to add team members to.
From the execution navigation at the top of the page, select Settings > Team.
Select Manage Team and edit the relevant information of your team members.

As a user, you can edit your team member's

User Name
Role
Available Working Days
Available Working Hours/Day
Limited User
Action (add members or delete members)

Select Save.

Linked Software Requirements

Select Execution > Execution List in the navigation
Select the name of the execution you want to link software requirement to.
From the execution navigation at the top of the page, select Software Requirement.
Select Link Story and tick the checkbox in front of the story ID.
Select Save.

Task decomposition

Select Execution > Execution List in the navigation
Select the name of the execution you want to decompose software requirements into tasks.
From the execution navigation at the top of the page, select Task.
Select Create Task and edit the relevant task information.

As a user, you can edit your tasks'

Iteration
Task Type
Module
Assign To
Story
Task Name
Priority
Estimation
Description
Files
Time Frame
Mail To
Next

Select Save.

Tips: If you tick the No with multi iteration checkbox when creating a project, you will be able to create tasks via Project < Project List < One specific project < Task < Create Task.