Work Packages

Creation of New Work Package in scalenow AI

1. Access the Module:

   • Open your project from the drop-down menu and navigate to Work Packages.

2. Create a Work Package:

   • Click the orange + Create button and choose a type (e.g., task, milestone).
   • Or, click the blue + Create a new work package link.

3. Fill Details:

   • Enter the subject, description, assignee, due date, and other attributes.
   • Add attachments via copy-paste or drag-and-drop.

4. Save:

   • Click Save to finalize. The work package will appear in the table.

edit work package

1. Open the Work Package:

   • Select the desired work package from the table.
   • Open the split-screen view by clicking the details icon, double-clicking the work package, or clicking its ID.

2. Navigate the Split Screen:

   • The left side lists work packages, while the right side displays details of the selected package.

3. Edit the Work Package:

   • Click any field (e.g., description) to update it.
   • Save changes by clicking the checkmark below the input field.

4. Update the Status:

   • Click the current status at the top of the form.
   • Select a new status from the drop-down menu.

Tracking Activities in a Work Package

1. Activity Tab:

   • Open the ACTIVITY tab in the details view to see all changes made to the work package.
   • Add a comment at the end of the activity list if needed.

2. Notify Others:

   • To inform others, mention them in a comment by typing @username. They will receive a notification once you publish the comment.

3. Configuration:

   • Activity list settings can be customized in the system administration.

For more details on work package functionalities, refer to the comprehensive user guide.