# Packages {% hint style="info" %} **Who can use this feature?** All project users can create & own Packages. *** Project Admins can edit and archive Packages. {% endhint %} Packages give you a flexible way to organise your Tasks without changing the project’s core structure. While the Folder tree typically remains the shared backbone of the plan, Packages let anyone group Tasks by whatever makes the most sense for delivery: zones, trades, phases, disciplines - you decide. They’re easy for anyone to create, drag into a custom order, and use to shape views that are more practical for how you plan and build. ## Creating Packages *** Packages can be created at any time while planning. Just give it a name and you're ready to start grouping Tasks in a way that works for you.
#### To create a Package from the Gantt: * Make sure that your is set to `Package` * An option to `Create Package` will appear on the Gantt * Click this and give your new Package a name
How Packages Work * Once a Package is created, it becomes available to everyone on the Project * Any user can assign their Tasks to an existing Package * A Task can only belong to one Package at a time * Packages are seperate from the Folder structure - assigning a Package does not change where the Task sits in the WBS * Each Package has a Name and an automagically generated Code to help distinguish between similarly named Packages * Archived Packages will no longer be available to add to tasks but will still exist on tasks it was assigned to before the Package was archived
## Adding Tasks into a Package *** Once your Packages are set up, it's easy to start using them. Add new Tasks straight into a Package, or update existing Tasks to move them into the right Package.
#### Move existing Tasks into a Package: * On the Gantt, open the column picker and toggle `Package` * Click the Package cell for your task & select a Package from the dropdown menu * Alternatively, use drag and drop to move a Task into a Package See also: Bulk Edits
Package Properties | Property | Description | | ------------------ | --------------------------------------------------------------- | | Name | Descriptive name given to the Package | | Package Tag Colour | User-selected colour to represent the Package | | Owner | User that is accountable for the Package | | Start | Start date of the first Task within the Package | | End | End date of the last Task within the Package | | Assigned to | User(s) that have been assigned to all Tasks inside the Package | | Notes | Additional text notes that can be attached the Package | | Comments | Thread of communications on the Package | | Documents | Documents that have been uploaded and attached to the Package |
## Group By Package *** Group by Package gives you a simple way to lay out your plan around the Packages you're using. This is possible across all View types, but let's start by looking at Group By Package on the Board.
#### To Group By Package on the Board: * Open a Board View * Click * Select `Package` * Optionally, select a different Primary Group, and select `Package` as the Sub-Group Packages are flat and do not allow for sub-packages to be created. If you need more hierarchy, it's best to use Subfolders to build out your plan. ## Reorder Packages *** Change the order of Packages in your Plan by dragging and dropping them. #### To reorder Packages: * Hover over the Package you want to move * Use **`⋮⋮`** to drag your Packages in the order in which you want them to be displayed * Drop the Package to a new location
Package Order Behaviour * The Package order is unique to each user, so moving them has no impact on how other users view them in the plan * For each View, you have have a custom Package order
## Filter by Package *** Apply a Package filter to see only the Tasks sitting in specific Packages in your Project .
#### To filter by Package: * Click and * Select `Package` in the first dropdown * Select from `Is`, `Is Not`, `Is Empty` or `Is Not Empty` in the second dropdown * Select your desired Package in the third dropdown See also: create & share Views
Filter Breakdown | Filter | Operator | Value | | ------- | -------------------------------------------------- | ------------------------------ | | Package |

Is
Is Not
Is Empty
Is Not Empty

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Multi-Select


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