Edit work packages

Feature Documentation for
Update a work package How to make a change to an existing work package?
Watchers How to add or remove watchers from a work package?
Export work packages How to export work packages?
Bulk edit work packages How to edit several work packages as once?

Update a work package

To edit a work package, double-click in the row of a work package in the list view or open the split screen view to see the details.

In the work package details, you can click in any field to update it, e.g. change the description, status, priority, assignee, or add a comment.

To save changes in the description, click the checkmark icon.

Other input fields can be saved with Enter.

edit-work-package

The green message on top of the work package indicates a successful update.

successful-update

All changes of a work package are documented in the work package Activity.

How to update the status of a work package?

To update the status of a work package, click on the current status in the work package details and select the new status in the drop-down list.

update-status

Please note, the status may differ from work package type. They can be configured in the system administration.

How to add comments to a work package?

To add a comment to a work package, open the details view or the split screen view of a work package. On the tab Activity tab you have a comment field at the bottom (or on top depending on your My account settings).

Split screen view:

comment-work-packages1

@ notification

You can add a comment or notify team members via @notification. They will receive an email about the updates (according to their email preferences in the My account settings).

Full-screen view:

comment-work-packages

Watchers

How to add watchers to a work package?

Watchers can be added to a work package in order to notify members about changes . They will receive emails according to their notification settings if changes are made to the respective work package.

To add watchers, open the work package details view, select the tab watchers on the right hand side and choose the members you want to add with the drop-down menu or by starting to type their name.

watchers

How to remove watchers from a work package?

To remove watchers, navigate to the work package details view and select the tab Watchers. Click the cross icon next to a watcher to remove the watcher from a a work package. The user will no longer get email notifications about changes to this work package according to the email notification settings.

remove-watchers

Export work packages

To export the work packages, choose Export … in the settings menu on the top right of the work package list (or Gantt chart) view.

Please see this separate guide for more information on exporting work packages.

Bulk edit work packages

To make a bulk update and edit several work packages at once, nagivate to the work packages list view. Highlight all work packages which you want to edit. Tip: keep the Ctrl. button pressed in order to select and edit several work packages at once.

To open the quick context menu, press the RIGHT mouse button.

You have then the possibility to:

  • Open details view of all selected work packages.
  • Open the fullscreen view of all selected work packages.
  • Bulk edit all selected work packages.
  • Bulk change of the project of all selected work packages.
  • Bulk copy all selected work packages, incl. the hierarchy relations (parent-child relations).
  • Bulk delete all selected work packages.

bulk edit right mouse click