Zdoo ManualBook Info
1 About Zdoo
1.1 About Zdoo
1.2 Zdoo Features
1.3 Technical Support
1.4 Zdoo License
2 Installation and upgrade
2.1 Source Code Package Installation (for all systems)
2.2 One-click Installation Package for Windows (Recommended)
2.3 One-click Installation Package for Linux
2.4 Upgrade Zdoo
2.5 Zdoo Cloud
2.6 Remove ranzhi from the address
2.7 Data Backup
2.8 Install Ioncube
2.9 Install php-zip
3 CRM
3.1 Basic Workflow
3.2 Add Product
3.3 Add Customer
3.4 Create Order
3.5 Sign Contract
3.6 Manage Contacts
3.7 Manage Lists
3.8 Manage Supplier
3.9 CRM Settings
3.10 CRM Reports
4 OA
4.1 Todo
4.2 Review
4.3 Announcement
4.4 Attendance
4.5 Leave
4.6 Makeup
4.7 Overtime
4.8 Business Trip
4.9 Reimbursement
4.10 Lieu
4.11 Egress
4.12 Holiday
4.13 Settings
5 Cashflow(Cash)
5.1 Introduction
5.2 Basic Settings
5.3 Add Bank Account
5.4 Manage Account
5.5 Keep Account
5.6 Batch keep accounts and import
5.7 Reconciliation
5.8 Report
6 Project (Proj)
6.1 Project Workflow
6.2 Create Project
6.3 Create Task
6.4 Actions in a project
6.5 Action Views
6.6 Actions in a task
7 Document(Doc)
7.1 Introduction
7.2 Create Document Library
7.3 Create Document
8 TEAM
8.1 Introduction
8.2 Settings
8.3 Modules
9 Administration
9.1 Settings
9.2 User
9.3 Privileges
9.4 Apps
9.5 Email settings
10 Integration(ips)
10.1 Introduction
10.2 Integrate ZenTao
11 Customization
11.1 Get Ready
11.2 Zdoo Directory
11.3 Find the Code
11.4 Database Structure

Create Project

2019-08-12 13:52:04
Renee
150
Last edited by Renee on 2019-08-13 13:33:28

Zdoo 4.0+ has separate Project as a module, so it would be more convenient for users to manage projects in Zdoo.


1. Create a project

Log in Zdoo, click "Project"->"Project"->"Create Project".


If there is no project in Zdoo yet, you will see a page pop out for you to create a project automatically.


Note

  • You have to set a manager when creating a project.
  • You can add more than one members to your team. Search members by their real names and add them to your team.
  • You can set a time frame for your project.
  • You can set who can view your project by checking boxes of the Whitelist.


2. Set up your team

Click the triangle and choose Team from the drop-down.


Or click Project->Team in the project list.


Users can be added in Admin->User->Add User. When managing your team, you have to pay attention to the privilege settings, including Default, Manager, and Limited User.


3. Project Document

When you create a project, a document library for the project will be created automatically. Click Document in the menu, and enter the document library. 


You can also create a library for the project.


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