@ -27,7 +27,7 @@ Click on one of the categories in order to proceed with the configuration.
| [Users and permissions](./users-permissions) | How to manage users, groups and permissions in OpenProject? |
| [Work packages](./manage-work-packages) | How to configure work packages, types, status and workflows? |
| [Custom fields](./custom-fields) | Set custom fields for work packages, Spent time, projects, versions, users, groups and more. |
| [Attribute help texts](/attribute-help-texts) | Add help texts to explain attributes (including custom fields) in projects and work packages. |
| [Attribute help texts](./attribute-help-texts) | Add help texts to explain attributes (including custom fields) in projects and work packages. |
| [Enumerations](./enumerations) | Set enumerations, e.g. work package priorities, time tracking activities, document categories, and more. |
| [System settings](./system-settings) | Configure your system settings, e.g. a welcome text block on the landing page, display settings, repositories, and more. |
| [Email](./email) | Configure email settings in OpenProject. How to configure email notifications and your email provider? How to set up incoming email? |
The new Boards are tightly integrated with all other project management functionalities in OpenProject, i.e. [work packages](#work-pages) or [Gantt charts](#gantt-charts). This makes it so easy and practical to include the Boards in your daily project management routines and to gain a much quicker overview of important topics in your project.
@ -20,10 +20,11 @@ The **Gantt chart** in OpenProject displays the work packages in a timeline. You
| [Activate the Gantt chart](#activate-the-gantt-chart) | How to activate the Gantt chart in OpenProject? |
| [Create a new element](#create-a-new-element-in-the-gantt-chart) | How to add a new item to the Gantt chart? |
| [Relations in the Gantt chart](#relations-in-the-gantt-chart) | Create and display dependencies in the Gantt chart. |
| [Understanding the colours and lines in the Gantt chart](#understanding-the-colours-and-lines-in-the-gantt-chart) | What do the clamps, lines and symbols in the Gantt chart mean? |
| [Gantt chart configuration](#gantt-chart-configuration) | How to configure the view of your Gantt chart, e.g. add labels? |
| [Synchronize data from OpenProject to Excel](#synchronize-data-from-openproject-to-excel) | How to synchronize data from OpenProject to Excel? |
| [Synchronize data between OpenProject and Excel](#synchronize-data-between-openproject-an-excel) | How to synchronize data from OpenProject to Excel? |
| [Gantt chart views](#gantt-chart-views) | How to zoom in and out and activate the Zen mode? |
| [Understanding the colours and lines in the Gantt chart](#Understanding-the-colours-and-lines-in-the-Gantt-chart) | What do the clamps, lines and symbols in the Gantt chart mean? |
| [Automatic scheduling mode](#automatic-scheduling-mode) | What happens to work packages, when you connect them in automatic scheduling mode? |
| [Manual scheduling mode](#manualscheduling-mode) | What happens to work packages, when you connect them in manual scheduling mode? |
| [Manual scheduling mode](#manual-scheduling-mode) | What happens to work packages, when you connect them in manual scheduling mode? |
| [Changing modes](#changing-modes) | How can I change between manual and automatic scheduling mode? |
@ -31,7 +31,7 @@ The automatic scheduling mode is generally set as **the default mode** for new w
- A work package's start date is automatically determined by the start date of its earliest starting child.
- A work package's finish date is automatically determined by the finish date of its latest ending child.
- When you move a work package past the set start date of its follower, the followers start date will be adjusted to its predecessor's finish date. This is not the case the other way round.
- When you move a work package past the set start date of its follower, the followers start date will be adjusted to its predecessor's finish date. This is not the case the other way round.
Example: Work package 1 ends on October 5th. Its follower work package 2 starts on October 13th. Now work package 1 gets delayed by ten days, you have to adjust the planning. When you set the finish date of work package 1 to October 15th, the start date of work package 2 will automatically be set to October 16th.
- You can't change the dates of a work package with children (if it's in automatic scheduling mode).
@ -45,17 +45,18 @@ Changing to the **manual scheduling mode makes sense if**
- you don't want a parent work package's dates being updated automatically when changing the children's dates, or
- you don't want a follower's start date be automatically updated when you change the predecessor's finish date
Changing back to automatic scheduling mode works the same way. Please note: When switching from manual scheduling to automatic scheduling some work packages' dates might be updated according to principles [stated above](#automatic-scheduling-mode).
Changing back to automatic scheduling mode works the same way. Please note: When switching from manual scheduling to automatic scheduling some work packages' dates might be updated according to principles [stated above](#automatic-scheduling-mode).
You can create a new project by using an existing template. This causes the properties of the project template to be copied to the new project. Find out in our Getting started guide how to [create a new project](../../getting-started/projects/#create-a-new-project) in OpenProject.
Another way for using a template project would be to [copy it](#copy-a-project).
| [Logging time](#logging-time-in-the-work-package-view) | How to log time to work packages? |
| [Track time with Toggl](./toggl-integration) | How to stop spent time with Toggl integration? |
| [Logging time via commit message](#logging-time-via-a-commit message) | How to log time via a commit message to a work package? |
| [Logging time via commit message](#logging-time-via-commit-message) | How to log time via a commit message to a work package? |
| [Edit logged time](#edit-logged-time) | How to edit logged time on a work package? |
| [Delete time entries](#delte-time-entires) | How to delete time entries logged to a work package? |
| [Delete time entries](#delete-time-entires) | How to delete time entries logged to a work package? |
| [Spent time widget on the My Page](#spent-time-widget-on-the-my-page) | How to easily track and display spent time in the spent time widget on the MyPage? |
## Logging time in the work package view
@ -45,7 +45,7 @@ The aggregated time spent on a work package is shown in the work package details
| [Create work packages](#how-to-create-work-packages?) | How to create a new work package in a project? |
| [Add attachments to a work package](#add-attachments-to-work-packages) | How to add attachments to a work package? |
| [Create Work packages](#how-to-create-work-packages) | How to create a new Work package in a project? |
| [Add attachments to a Work package](#add-attachments-to-work-packages) | How to add attachments to a Work package? |
## How to create work packages?
## How to create Work packages
There are two ways to create new work packages:
There are two ways to create new Work packages:
- work packages can be [created in-line in the work package list](#create-a-work-package-in-the-list-view) (just like Excel) to quickly create multiple work packages.
- work packages can be [created in a split screen](#create-a work-package-in-the-split-screen-view) which allows you to specify detailed information from the start.
- Work packages can be [created in-line in the Work package list](#create-a-work-package-in-the-list-view) (just like Excel) to quickly create multiple Work packages.
- Work packages can be [created in a split screen](#create-a work-package-in-the-split-screen-view) which allows you to specify detailed information from the start.
Work packages always belong to a project. Therefore, you first need to [select a project](../../../getting-started/#open-an-existing-project).
Then, navigate to the work package module in the project navigation.
Then, navigate to the Work package module in the project navigation.
### Create a work package in the list view
### Create a Work package in the list view
To create new work packages directly in line in the list view, click on the **+ Create new work package** link below the list.
To create new Work packages directly in line in the list view, click on the **+ Create new Work package** link below the list.
The new work package appears in a green row. Type in the subject of the work package, change attributes, such as Type or Status directly in the list and hit Enter to save the changes.
The new Work package appears in a green row. Type in the subject of the Work package, change attributes, such as Type or Status directly in the list and hit Enter to save the changes.
This way, you can quickly and easily create new work packages in the list, just like Excel.
This way, you can quickly and easily create new Work packages in the list, just like Excel.
### Create a work package in the split screen view
### Create a Work package in the split screen view
In order to enter detailed information to the work package from the start, you can create a work package in the split screen view. In the work package module, click the green **+ Work package** button and select the type of work package you want to create.
In order to enter detailed information to the Work package from the start, you can create a Work package in the split screen view. In the Work package module, click the green **+ Work package** button and select the type of Work package you want to create.
The new work package form will open in the split screen view. Enter all information, such as description, assignee, status, priority, due date and more.
The new Work package form will open in the split screen view. Enter all information, such as description, assignee, status, priority, due date and more.
Click the green **Save** button.
@ -55,19 +55,19 @@ Click the green **Save** button.
To find out **how to create a child work package** please click [here](../work-package-relations-hierachies/#adding-a-child-work-package).
To find out **how to create a child Work package** please click [here](../work-package-relations-hierachies/#adding-a-child-work-package).
## Add attachments to work packages
## Add attachments to Work packages
You can directly add images, e.g. via copy and paste to the **work package description**. You can also use the toolbar above the work package description and click the Insert image icon:
You can directly add images, e.g. via copy and paste to the **Work package description**. You can also use the toolbar above the Work package description and click the Insert image icon:
Also, at the bottom of the work package form you can add files via drag and drop or select the file from a folder to upload it to the work package.
Also, at the bottom of the Work package form you can add files via drag and drop or select the file from a folder to upload it to the Work package.
Find out how to [edit existing work packages](#edit-work-packages).
Find out how to [edit existing Work packages](#edit-work-packages).
| [Work packages relations](work-package-relations) | How can I set a relation between two work packages and which relations can I set? |
| [Display relations in work package list](#Display-relations-in-work-package-list-(Premium-feature)) | How can I display the relations between two work packages in the work package list? |
| [Work package hierarchies](#Work-package-hierarchies) | What are work package hierarchies? Learn about parent and children work packages. |
| [Work packages relations](#work-package-relations) | How can I set a relation between two work packages and which relations can I set? |
| [Display relations in work package list](#display-relations-in-work-package-list-(premium-feature)) | How can I display the relations between two work packages in the work package list? |
| [Work package hierarchies](#work-package-hierarchies) | What are work package hierarchies? Learn about parent and children work packages. |
| [Adding a child work package](#adding-a-child-work-package) | What are the possibilities to add children work packages? |
| [Change the parent work-package](#change-the-parent-work-package) | How can I change a work package's parent? |
| [Change the parent workpackage](#change-the-parent-work-package) | How can I change a work package's parent? |
| [Display work package hierarchies](#display-work-package-hierarchies) | Where can I find out about a work package's children and parent? |
ML-OpenP
4 years ago
committed by
Markus Kahl