Paquetes de trabajo

In OpenProject, you can configure several work package–related settings individually for each project. This includes enabling work package types, assigning categories, and activating custom fields. To do so, go to Project settings, select Work packages, and open the relevant tab.

Tipos de paquetes de trabajo

You can enable or disable work package types for a specific project by following these steps:

Select a project from the drop-down menu in the top-left corner of the header.
Navigate to Project settings → Work packages in the project menu. By default, you’ll see the Types tab, which lists all available work package types.

The table shows whether each type is:

Enabled in the current project
Displayed in the roadmap by default
Considered a milestone

Check the work package types you want to enable and click the Save button to apply your changes.

Work package types under project settings in OpenProject

Consejo

Work package types can be managed under System Administration -> Work packages -> Types.

Categorías de paquetes de trabajo

In a work package form, you can use work package categories to classify work packages. These categories help you differentiate, filter, and group work packages by specific attributes.

You can manage work package categories specific to a project under Project settings → Work packages → Categories.

Crear una nueva categoría de paquete de trabajo

Pulse el botón verde + Categoría para crear una nueva categoría para un proyecto.

Work package categories tab under work package module in project settings in OpenProject

You can then name the category and choose a default Assignee if the work package has this category. Press the Create button to add the new category.

A form to create a new work package category under project settings in OpenProject

Editar o eliminar una categoría

En la lista de categorías puede elegir una categoría para editarla o eliminarla.

Pulse el botón editar para realizar cambios en una categoría. Pulse el botón borrar para borrar una categoría.

Edit or delete a work package category under project settings in OpenProject

Work package custom fields

Custom fields for work packages can be enabled or disabled in the Project settings of each project.

Custom fields are additional attribute fields that can be added to extend existing data fields. They can be used in various sections, including work packages, spent time, projects, versions, users, groups, time tracking activities, and work package priorities.

Nota
The instructions in this section apply only to custom fields for work packages.

Before enabling a custom field in a project, it must first be created in the system administration. Once it’s created, open the relevant project and go to Project settings-> Work packages -> Custom fields.

Custom fields settings in OpenProject project settings

Here, you can:

Manage an existing custom field by clicking on its name.
Enable or disable the custom field for the project. If a custom field is globally enabled in the system administration, it will appear automatically in all projects.
View which work package types the custom field is already enabled for. Custom fields will only be active for the work package types displayed under Contained in type column. You can add a custom field to additional work package types by adding them to the respective work package form.

Create a new work package custom field by clicking the + Custom field button in the top right corner.