Who can use this feature?
All project users can create & own Packages.
Project Admins can edit and archive Packages.
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.
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.
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
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.
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:
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.
Open a Board View
Click
Select Package
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.
Change the order of Packages in your Plan by dragging and dropping them.
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
Apply a Package filter to see only the Tasks sitting in specific Packages in your Project .
Click and
Select Package in the first dropdown
Select from Is, Is Not, Is Empty
See also: create & share
Package as the Sub-GroupIs Not EmptySelect your desired Package in the third dropdown
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
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
Multi-Select