Zdoo Manual More
Zdoo ManualBook Info
1 Introduction
1.1  About Zdoo
1.2  Zdoo Features
1.3  Technical Support
1.4  Zdoo License
2 Install and Upgrade
2.1  ZDOO 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 zdoo from the address
2.7  Data Backup
2.8  Install Ioncube
2.9  Install php-zip
3 CRM
3.1  CRM Workflow
3.2  Add Product
3.3  Add Customer
3.4  Create Order
3.5  Sign Contract
3.6  Manage Contact
3.7  Manage List
3.8  Manage Supplier
3.9  CRM Settings
3.10  CRM Report
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 Inventory(PSI)
9.1  Workflow
9.2  Sales
9.3  Inventory
9.4  Product
9.5  Settings
10 Flow
10.1  Introduction
10.2  Built-in Flows
10.3  Features
10.4  Examples
11 Ameba
11.1  Amoeba Management
11.2  Start Ameba
11.3  Ameba Category
11.4  Ameba Department
11.5  Expense Distribution Rules
11.6  Income Distribution Rules
11.7  Ameba Budget
11.8  Ameba Trade
11.9  Ameba Report
12 Administration
12.1  Settings
12.2  User
12.3  Privileges
12.4  Apps
12.5  Email settings
13 Integration
13.1  Introduction
13.2  Integrate ZenTao
14 Customization
14.1  Get Ready
14.2  Zdoo Directory
14.3  Find the Code
14.4  Database Structure

Create Project

2019-08-12 13:52:04
Renee
3160
Last edited by MCFEY on 2020-05-13 10:14:18

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".


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 on the details page of a project.


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 click "+" to create a library for the project.



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