Instructions for setting up projects using zen portfolios

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  • 1. Instructions for setting up projects using ZENPortfolios.ca groups feature
  • 2. 2.
    1.
    Go to zenportfolios.ca and log-in
    Click on Groups
    Alternatively, you can log-in to your e-portfolio
    and click on Groups on top menu on right hand side
  • 3. 3.
    4.
    3. Click on My Groups
    4. Click on your Team’s Group
  • 4. 5. Click on the Projects tab
    (if there isn’t a Projects or Calendar tab, you will need to ask the group administrator
    To click on Admin then Projects then enable projects and enable calendar).
  • 5. 6.
    7.
    6. Click on arrow on right hand side to create a new project
    7. Add project name and description and then click Submit
  • 6. 8. Click on Project Name (i.e. BSYS 1000 Project 1)
  • 7. Click on down arrow on top right hand side to add a Task List
    Enter a task list name such as Planning, enter a description and then click Submit
    Repeat this, add another task list but this time call the Task list “Execution”
  • 8. 12. Click on the Planning Task list
  • 9. 13. Click on down arrow on right hand side of the Add Task area
    14. Enter tasks (one by one).
    Notice: You can assign tasks to all the people in your group
  • 10. Once tasks are entered, they will display on your team calendar
    As well, you will receive email confirmation via email.
    The task will also appear on the person’s e-portfolio in the calendar section .