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Getting Started

  • Introduction
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Tasks

  • Overview
  • Copying a Task
  • Creating a Task
  • Editing a Task
  • Deleting a Task
  • Converting a Task to a Project
  • Subtasks
  • Exporting & Importing Tasks
  • Filtering Tasks
  • Printing a Task

Projects

  • Overview
  • Editing a Project
  • Deleting a Project
  • Copying a Project
  • Project Discussions
  • Exporting & Importing Projects
  • Adding Projects to the Dashboard
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Categories

  • Overview
  • Overview
  • Creating Categories
  • Editing Categories
  • Deleting Categories
  • Assigning Categories to Projects

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  • Creating Users

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Frontend Project Manager

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Custom Fields

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  • Adding Custom Fields to Tasks
  • Creating Custom Fields
  • Deleting Custom Fields

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Tasks

  • Overview

    Tasks are the main form of actions in Zephyr Project Manager and represent the essential actions that need to be ...

  • Copying a Task

    You can copy a task by clicking on the options button when viewing a task in the Tasks page and selecting the ...

  • Creating a Task

    You can create a new task by: In addition to the method outlined above, you can also create a new ...

  • Editing a Task

    You can edit and change task details by clicking on a task to view the details and pressing on the Edit ...

  • Deleting a Task

    You can delete a task by clicking on the options button when viewing a task in the Tasks page and selecting the ...

  • Converting a Task to a Project

    You can convert a task to a ticket by clicking on the options button when viewing a task in the Tasks page ...

  • Subtasks

    Subtasks allow you to further branch out tasks into more organized, multi-step actions. You can create Subtasks when viewing any particular ...

  • Exporting & Importing Tasks

    You can export and import tasks to and from CSV/JSON files. To export tasks, you can either export specific tasks ...

  • Filtering Tasks

    You can filter tasks in the Tasks page by clicking on the filter icon at the top of the list and selecting ...

  • Printing a Task

    You can print a task by clicking on the Print option in the task options (the option icon in the task view ...