Crear paquetes de trabajo

Tema Contenido
Crear paquetes de trabajo Cómo crear un nuevo paquete de trabajo en un proyecto.
Añadir archivos adjuntos a un paquete de trabajo Cómo añadir archivos adjuntos a un paquete de trabajo.

Crear paquetes de trabajo

There are several ways to create work packages in OpenProject:

Create a Work package via header navigation

You can create a work package from anywhere within the application by clicking the green + button in the header navigation and directly selecting a work package type.

Button to create work packages from the header navigation of OpenProject

A form will open, where you can specify the project, name, description, priority, dates, etc. Depending on a work package type selected, the form may include additional fields to fill out.

Consejo

If you have not yet selected the project, Assignee and Accountable will show no selectable values. Once you select a project, members of the selected project will be selectable.

Form to create a new work package in OpenProject

Create a Work package in work packages module

You can also create a work package directly from within the work package module (either within a specific project, or from the global module level).

Select a project and navigate to the Work package module in the project module menu on the left. Alternatively select the global Work packages module.

Work packages module highlighted in the project menu in OpenProject

Click the + Create button above the work packages table and select the type of work package you want to create.

Button to create a new work package above the work packages table view in OpenProject

Crear un paquete de trabajo en la vista de tabla

To create new Work packages directly inline in the table view, click on the + Create new Work package link below the table.

Link at the bottom of the work packages table to create a new work package directly in the table view in OpenProject

The new Work package appears in a highlighted row in the table. Escriba el asunto del paquete de trabajo, cambie los atributos, como Tipo o Estado directamente en la tabla y pulse Intro para guardar los cambios.

Form to create a new work package directly in a work package table in OpenProject

This way, you can quickly and easily create new Work packages in the table.

De este modo, podrá crear rápida y fácilmente nuevos paquetes de trabajo en la lista, igual que en Excel.

In order to enter detailed information into the Work package from the start, you can create a Work package in the split screen view. En el módulo Paquete de trabajo, pulse el botón verde + Crear y seleccione el tipo de paquete de trabajo que desea crear.

A button to create a new work package in work packages split screen view in OpenProject

El nuevo formulario del paquete de trabajo se abrirá en la vista de pantalla dividida. Enter all information, such as Description, Assignee, Status, Priority, Due date and more.

Click the Save button.

create a work package in the split screen view

Add emojis to Work packages

You can add emojis to all text editors, including the Work package description. Escriba dos puntos y una letra, por ejemplo, :a en el editor de la wiki y consigue una lista sugerida de emojis que puede usar.

Add an emoji to a Work package description in OpenProject

To find out how to create a child Work package, please click here.

Añadir archivos adjuntos a paquetes de trabajo

Puede añadir imágenes directamente, por ejemplo, mediante copiar y pegar en la descripción del paquete de trabajo. También puede utilizar la barra de herramientas situada encima de la descripción del paquete de trabajo y hacer clic en el icono Insertar imagen:

Add an attachment to a Work package description in OpenProject

At the bottom of the Work package form you can add files via drag and drop or select a file from a folder to upload it to the Work package.

Add an attachment to a work package in OpenProject under Files tab

Consejo

It is also possible for users that are not members of the project to add attachments to work packages if they have been granted permission by an administrator. This can be useful, for example, for confirming bug reports.

Descubra cómo editar paquetes de trabajo existentes.

Nota

You can also use Nextcloud, OneDrive or SharePoint integrations to upload files to a file storage or link already existing files or folders to a work package under the tab Files.