Zen does

  • Team Management
  • Task tracking
  • Timesheets
  • Remote Access
  • Reporting and Analysis

Quick Start Guide

The three most common actions you use in ZEN are recording your time, creating a project, and creating a task.

This Quick Start Guide provides you with basic instructions on how to utilise these actions.

1Logging into ZEN

Open your Internet browser and go the address for Zen.

Your address for Zen is: http://yourcompany.getzen.co.nz/ (unless otherwise specified)

Enter your login name and password into the appropriate fields and click Login.

2Recording your time

Click the Timesheet link on the top menu; this will bring up your timesheet.

Add Time Entry

Edit Time fields

To enter your time, select the Work Type from the drop down menu. This is the sort of work you do on a particular task (eg Design, Planning). Some Work Types are not related to a particular task (eg Break). If a time entry is associated with a task, then select the task from the Assigned Task drop down menu. Alternatively, you can use the Task Tree in the left menu to select the task.

The Worked From and the Worked To entry fields are used to log the amount of time you spend on a particular task. Click Update Time to add the time entry.

There are other options available for entering your time and those details can be found in the User Guide on our website.

Edit Time Entry

To edit a time entry, locate the time on your timesheet and click the Edit icon ( ) in the Actions column. Make the desired adjustments to your time entry and then click Update Time, which will amend your time.

Delete Time Entry

To delete a time entry, locate the time on your timesheet and click the Delete icon ( ) from the Actions column. You will be prompted for confirmation before the time entry is deleted.

3Create new project

Click the Projects link on the top menu to bring up a list of existing projects.

To create a new project, click Add Project on the left menu. Now specify the values for the various fields.

Add New Project fields

For a description of all the fields, please see the User Guide on the our website.

Project Number

Identifies this project by way of a project number. The project number can be a combination of letters and numbers and must be unique.

Client

The drop down allows you to select any existing client (in this case, the course the project is associated with).

Team Members

Ensure your name is the only one highlighted so other students don’t have your project on their task list.

Once you have entered all the details, click Save.

4Adding a task

At least one task must be allocated to the project before time can be assigned to a project.

To create a task, click the Add Task link on the left menu in the Project View.

Add Task to Project fields

Enter a name and description for the task and select the type of task.

Select your name as the team member assigned to the task.

Once you have finished filling in the fields, click Save.


This document is also available in a printable version here:
Quick Start Guide (600Kb PDF).

Beagle Software   18 Beresford Square // PO Box 3340, Auckland 1140, New Zealand
Phone: +64 9 300 3155   Fax: +64 9 302 3349   Email: sales@getzen.co.nz
©2006-2007 Beagle Software Ltd. All rights reserved.