Create, schedule, and manage Work Packages using table, Kanban, Gantt, and split views.
18 articles
Getting started with Work Packages
How Work Packages break a job into manageable pieces, and how to find your way around the four list views.
Updated 8 April 2026
Filtering and sorting Work Packages in the table
How to use the table view to find the Work Packages you need and run actions on several at once.
Moving Work Packages along on the Kanban board
How to use the Kanban board to see where work sits in the workflow and drag cards along as the job progresses.
Planning Work Packages on the Gantt
How to use the Gantt chart to plan dates, drag bars to reschedule, see dependencies, and create new Work Packages straight from the timeline.
Browsing Work Packages with the split view
How to use the split view to flick through Work Packages with a live preview panel on the right.
Saving your favourite Work Package views
How to save a combination of filters and layout as a named view, so you can jump back to it with one click later.
Creating a Work Package
How to add a new Work Package to a project, either by hand or by clicking on the Gantt chart.
Creating many Work Packages at once from a template
How to spin up several Work Packages from a single template in one go, with name patterns and date sequencing.
Importing Work Packages from a spreadsheet
How to upload Work Packages and sub-packages from a spreadsheet so you don't have to re-type them.
Building out sub-packages inside a Work Package
How to add and manage sub-packages — the smaller jobs that sit underneath a Work Package and carry the real detail.
Scheduling and rescheduling work
How dates work on Work Packages and sub-packages, how to drag bars to reshuffle, and what happens when you push past the project end date.
Linking Work Packages with dependencies
How to record that one piece of work depends on another, with lag days for waiting periods and overlaps.
Allocating operatives to a sub-package
How to assign the right people to a sub-package, with suggested matches, availability checks, and editing allocations as the job moves on.
Allocating assets to a Work Package
How to assign equipment to a Work Package or sub-package, check it out for use, and manage the allocation as the job moves on.
Saving Work Packages as templates
How to turn an existing Work Package into a reusable blueprint, control which projects can use it, and create new Work Packages from it.
Signing off a Work Package
How to record that a Work Package is finished, with a condition rating, the actual hours taken, notes, and photo evidence.
Tracking activity and adding comments to a Work Package
How to use the Activity tab to see what's changed on a Work Package and add public or internal comments to the conversation.
Setting your company's Work Package defaults
How to set the working hours, working days, and weekend display that drive scheduling and allocation across every Work Package.
