tasks
Setting Up Users
Creating users: ZPM users can either be users created through WordPress or through the frontend manager option, which allows you ...
Teams & Users
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 ...
Tasks
Overview
Projects are the main blocks of project management and allows you to group tasks together, follow progress, discuss project related ...
ProjectsOverview
Tasks are the main form of actions in Zephyr Project Manager and represent the essential actions that need to be ...
Tasks
Dashboard
The Dashboard allows you to see and follow projects that are important to you and see the progress at a ...
Getting StartedTeams & Members
The Teams and Members page can be found under Zephyr Project Manager > Teams and Memebers and provides an overview of all ...
Teams & UsersPermissions & Roles
Custom User Roles There are four custom Zephyr WordPress roles added when installed and the roles can be set from ...
Teams & UsersCreating a Task
You can create a new task by: In addition to the method outlined above, you can also create a new ...
TasksDeleting a Task
You can delete a task by clicking on the options button when viewing a task in the Tasks page and selecting the ...
TasksConverting 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 ...
TasksSubtasks
Subtasks allow you to further branch out tasks into more organized, multi-step actions. You can create Subtasks when viewing any particular ...
TasksExporting & Importing Tasks
You can export and import tasks to and from CSV/JSON files. To export tasks, you can either export specific tasks ...
TasksFiltering Tasks
You can filter tasks in the Tasks page by clicking on the filter icon at the top of the list and selecting ...
TasksPrinting a Task
You can print a task by clicking on the Print option in the task options (the option icon in the task view ...
TasksEditing a Project
You can edit projects by going to the Projects page and clicking on the title of one of the projects in the ...
ProjectsDeleting a Project
You can delete a project by going to the Projects page and clicking on the options icon of the project you want ...
ProjectsCopying a Project
You can copy a project by opening the project options dropdown in the Projects page and selecting the Copy Project option. This will open ...
ProjectsProject Discussions
You can add or join a discussion of a project by going to the Project View page, which you can ...
ProjectsExporting & Importing Projects
You can export and import projects to and from CSV/JSON files. To export projects, you can hover over the Export Project option ...
ProjectsAdding Projects to the Dashboard
You can add projects to the dashboard to easier keep an eye on important projects at a glance by opening ...
ProjectsProject Status
You can add a text status for the project as well as a status colour (either red, green, or yellow) ...
ProjectsEditing a Task
You can edit and change task details by clicking on a task to view the details and pressing on the Edit ...
TasksCreating Users
ZPM users can either be users created through WordPress or through the frontend manager option, which allows you to create ...
Teams & Users