Créer des lots de travaux

Sujet Contenu
Créer des lots de travaux Comment créer un nouveau lot de travaux dans un projet.
Ajouter des pièces jointes à un lot de travaux Comment ajouter des pièces jointes à un lot de travaux.

Créer des lots de travaux

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.

Conseil

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

Créer un lot de travaux dans la vue tableau

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. Saisissez le sujet du lot de travaux, changez les attributs, comme Type ou Statut directement dans le tableau et appuyez sur Entrée pour enregistrer les modifications.

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.

Créer un lot de travaux dans la vue d’écran fractionné

In order to enter detailed information into the Work package from the start, you can create a Work package in the split screen view. Dans le module Lot de travaux, cliquez sur le bouton vert + Créer et sélectionnez le type de lot de travaux que vous souhaitez créer.

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

Le nouveau formulaire du lot de travaux s’ouvrira dans la vue d’écran fractionné. 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. Tapez un deux-points et une lettre, par exemple :a dans l’éditeur de texte et obtenez une liste d’emojis que vous pouvez utiliser.

Add an emoji to a Work package description in OpenProject

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

Ajouter des pièces jointes aux lots de travaux

Vous pouvez directement ajouter des images, par exemple par copier-coller dans la description du lot de travaux. Vous pouvez également utiliser la barre d’outils au-dessus de la description du lot de travaux et cliquer sur l’icône Insérer une image :

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

Conseil

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.

Découvrez comment modifier les lots de travaux existants.

Remarque

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.