[#56640] 14.4 Documentation: Move "Copy link to clipboard" https://c… (#16250)

* [#56640] 14.4 Documentation: Move "Copy link to clipboard"  https://community.openproject.org/work_packages/56640

[#56640] 14.4 Documentation: Move "Copy link to clipboard"

https://community.openproject.org/work_packages/56640

* update edit work packages documentation

* Update documenation on moving and deleting work packages
This commit is contained in:
Maya Berdygylyjova
2024-07-30 14:20:03 +02:00
committed by GitHub
parent 588d734441
commit a867583935
32 changed files with 37 additions and 27 deletions
+12 -6
View File
@@ -59,7 +59,9 @@ Once you opened the Gantt charts module, the default view will show all open wor
## Quick context menu in Gantt chart view
Once you have selected the Gantt chart view, you can use the quick context menu. To do that, right-click on any of the work packages.
> **Note**: if you use the [work packages view](../work-packages/edit-work-package#update-a-work-package-in-a-work-package-table-view) in the **Work packages** module, the options in the quick context menu will differ slightly from the ones in the Gantt chart view.
> [!TIP]
> If you use the [work packages view](../work-packages/edit-work-package#update-a-work-package-in-a-work-package-table-view) in the **Work packages** module, the options in the quick context menu will differ slightly from the ones in the Gantt chart view.
![Quick context menu in OpenProject Gantt chart work packages view](gantt-context-menu.png)
@@ -67,8 +69,8 @@ You can use any of the following options.
- **Open details view** - opens the details view of a work package on the right side of the screen.
- **Open fullscreen view** - opens the detailed view of a work package across the entire screen.
- **Change project** - allows moving the selected work package to a different project.
- **Copy link to clipboard** - copies a short link to the selected work package to your clipboard.
- **Change project** - allows moving the selected work package to a different project.
- **Delete** - deletes a work package. You will need to confirm the deletion.
- **Indent hierarchy** - creates a child-parent relationship with the work package directly above. The work package you selected become the child work package. The work package directly above becomes the parent work package.
- **Add predecessor** - adds a predecessor (it will prompt you to select a work package in Gantt view).
@@ -92,7 +94,8 @@ To **change the order of an item** in the Gantt chart, click the **drag and drop
To change the duration of a work package in the Gantt chart view, hover over the work package in the Gantt chart and use the little arrows on its ends to adjust the start date or finish date. This will shorten or prolong its duration. To move a work package on the time line just click on it and drag and drop it to the desired point of time. This will change its start and finish date.
> **Note**: The Gantt chart will highlight non-working days with a darker background color when you are zoomed in to a level that shows individual days. By default, a work package cannot be dragged or resized such that it begins or ends on these days unless the "Working days only" switch is turned off for that work package. To learn how to do this, refer to the documentation on [Working days and duration](../work-packages/set-change-dates/#working-days-and-duration).
> [!NOTE]
> The Gantt chart will highlight non-working days with a darker background color when you are zoomed in to a level that shows individual days. By default, a work package cannot be dragged or resized such that it begins or ends on these days unless the "Working days only" switch is turned off for that work package. To learn how to do this, refer to the documentation on [Working days and duration](../work-packages/set-change-dates/#working-days-and-duration).
>
> Work packages can also expand and retract in width depending on how many non-working days are spanned (for example, a 3-day task starting on Thursday and ending on Monday will spread across 5 calendar days; dragging that same work package so that it starts on a Tuesday and ends on a Thursday means that it will spread across 3 calendar days. In both cases, the duration remains 3 days.
@@ -118,7 +121,8 @@ When work packages have a precedes/follows relationship:
Scheduling modes can also affect work package relations. Read about [automatic and manual scheduling](scheduling) to find out more.
> **Note:** Relations other than predecessor/follower and parent/child (such as related to, blocked by, includes, duplicates) are not displayed in the Gantt chart. To find out more, read our guide on [work package relations](../work-packages/work-package-relations-hierarchies).
> [!NOTE]
> Relations other than predecessor/follower and parent/child (such as related to, blocked by, includes, duplicates) are not displayed in the Gantt chart. To find out more, read our guide on [work package relations](../work-packages/work-package-relations-hierarchies).
## Understanding the colors and lines in the Gantt chart
@@ -177,7 +181,8 @@ To synchronize your work package data between OpenProject and Excel (two-way syn
### Gantt chart PDF Export (Enterprise add-on)
> **Note**: Gantt chart PDF export is an Enterprise add-on and can only be used with [Enterprise cloud](../../enterprise-guide/enterprise-cloud-guide) or [Enterprise on-premises](../../enterprise-guide/enterprise-on-premises-guide). An upgrade from the free Community edition is easy and helps support OpenProject.
> [!NOTE]
> Gantt chart PDF export is an Enterprise add-on and can only be used with [Enterprise cloud](../../enterprise-guide/enterprise-cloud-guide) or [Enterprise on-premises](../../enterprise-guide/enterprise-on-premises-guide). An upgrade from the free Community edition is easy and helps support OpenProject.
To export a Gantt chart in a PDF format click the **More** (three dots) icon in the top right corner and select *Export*.
@@ -244,7 +249,8 @@ This will give you an **aggregated view of the projects' work packages**. You ca
![Filtering project aggregated projects Gantt chart view in OpenProject](openproject-user-guide-gantt-charts-filters.png)
**Please note**: If you want the work packages to be displayed when the projects are folded, it is necessary to set the selected work package type to be recognized as a milestone under [work package type settings](../../system-admin-guide/manage-work-packages/work-package-types/). Otherwise you will need to unfold the projects to view all of the work packages.
> [!TIP]
> If you want the work packages to be displayed when the projects are folded, it is necessary to set the selected work package type to be recognized as a milestone under [work package type settings](../../system-admin-guide/manage-work-packages/work-package-types/). Otherwise you will need to unfold the projects to view all of the work packages.
Apart from the set filters the list of displayed projects depends on your [permissions](../../system-admin-guide/users-permissions/roles-permissions/). You can only see private projects that you are a member of and public projects.
In some cases (many work packages per project) you will have to increase the objects per page in bottom right corner to display multiple projects. Change the available options in the [system settings](../../system-admin-guide/system-settings/general-settings/) if necessary.
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@@ -36,7 +36,8 @@ This option copies a short link to the work package to your clipboard so you ca
The *change project* option moves a work package to another project or subproject. Select the project into which the work package is to be moved, check whether further adjustments are necessary and confirm by clicking on *Move*.
> **Note**: You can only move a work package into projects that you are a member of and for which you are authorized to carry out this function.
> [!NOTE]
> You can only move a work package into projects that you are a member of and for which you are authorized to carry out this function.
![change project of work package](change-project-of-work-package.png)
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@@ -10,7 +10,7 @@ keywords: edit work packages
| Feature | Documentation for |
| ------------------------------------------------------------ | ------------------------------------------------------------ |
| [Update a work package](#update-a-work-package) | How to make a change to an existing work package.- |
| [Update a work package](#update-a-work-package) | How to make a change to an existing work package. |
| [Update a work package in a table view](#update-a-work-package-in-a-work-package-table-view) | How to use the quick context menu in the work package table view. |
| [Attach files to work packages](#attach-files-to-work-packages) | How to manually attach files to work packages. |
| [Watchers](#watchers) | How to add or remove watchers from a work package. |
@@ -27,28 +27,29 @@ To save changes in the description, click the **checkmark** icon.
Other input fields can be saved with **Enter**.
![edit-work-package](edit-work-package-1566546727784.png)
![Edit a work package in OpenProject](edit-work-package.png)
The green message on top of the work package indicates a successful update.
![successful-update](1566546959027.png)
![Successful update message in OpenProject work package](openproject_user_guide_wp_update_message.png)
All changes of a work package are documented in the work package [Activity](../../../getting-started/work-packages-introduction/#activity-of-work-packages).
All changes of a work package are documented in the work package tab [Activity](../../../getting-started/work-packages-introduction/#activity-of-work-packages).
> **Note**: There is no possibility to undo changes to work packages (Ctrl+Z).
> [! NOTE]
> There is no possibility to undo changes to work packages by using Ctrl+Z combination.
### How to assign a team member to a work package
When you assign a team member to a work package, you can distinguish between **assignee** and **accountable**. Accountable per definition would be the one accountable for the delivery of the work package. The assignee is the person currently assigned and working on the work package.
Choose the respective team member from the drop down for assignee or accountable. If you are looking to add a team member that is not coming up in the drop down, this team member might not yet be a member of the project and needs to be [invited](../../members/#add-members).
![Assignee_accountable](Assignee_accountable-3987223.png)
![Assignee and accountable in OpenProject work packages](openproject_user_guide_wp_assignee_responsible.png)
### How to update the status of a work package
To update the status of a work package, click on the current status in the work package details and select the new status in the drop-down list.
![update-status](1566375642243.png)
![Update a work package status in OpenProject](openproject_user_guide_wp_change_status.png)
Please note, the status may differ from work package type. They can be configured in the [system administration](../../../system-admin-guide).
@@ -58,7 +59,7 @@ To add a comment to a work package, open the [details view](../../work-packages/
**Split screen view:**
![comment-work-packages1](comment-work-packages1.png)
![Comment on work packages in OpenProject](openproject_user_guide_wp_activity_tab_comment.png)
### @ notification (mention)
@@ -66,7 +67,7 @@ You can mention and notify team members via [@notification](../../notifications/
**Full-screen view**:
![comment-work-packages](comment-work-packages.png)
![Leave a comment in OpenProject work packages](openproject_user_guide_wp_activity_tab_comment_update.png)
### Emojis
@@ -76,8 +77,9 @@ Starting with OpenProject 13.0 you can add emojis to all text editors. Type a co
## Attach files to work packages
> **Important note**: please note, that this option needs to activated by your project administrator under [*Project settings*](../../projects/project-settings/files/).
> [!IMPORTANT]
> Please note, that this option needs to activated by your project administrator under [*Project settings*](../../projects/project-settings/files/).
You can manually upload files to work packages directly under the tab **Files** in the work package detailed view. You can either attach files by dragging and dropping or by using the **+Attach files** option.
![Manual attachment upload in an OpenProject work package](openproject_user_guide_wp_file_upload.png)
@@ -100,14 +102,14 @@ To add watchers, open the work package [detailed view](../../work-packages/work-
It is also possible to add oneself as watcher (if you have sufficient permissions).
![watchers](watchers.png)
![Add watchers to OpenProject work packages](openproject_user_guide_wp_watchers_tab.png)
### How to remove watchers from a work package
To remove watchers, navigate to the work package [details view](../../work-packages/work-package-views/#full-screen-view) and select the tab Watchers. Click the cross icon next to a watcher to remove the watcher from a work package.
To remove watchers, navigate to the work package [details view](../../work-packages/work-package-views/#full-screen-view) and select the tab Watchers. Hover over the name of the watcher you want to remove and click the cross icon next to the watcher name.
The user will no longer get notifications in OpenProject about changes to this work package according to their notification settings. However, if he/she is the author, assignee or accountable of the work package there still might be notifications. Read [here](../../../getting-started/my-account/#notifications-settings) for more information.
![remove-watchers](remove-watchers.png)
![Remove watchers from OpenProject work packages](openproject_user_guide_wp_watchers_remove.png)
## Export work packages
@@ -132,27 +134,27 @@ Then you have the possibility to:
* Bulk copy all selected work packages, incl. the hierarchy relations (parent-child relations).
* Bulk delete all selected work packages.
![bulk edit right mouse click](image-20200331133245192.png)
![Bulk edit work packages in OpenProject](openproject_user_guide_wp_bulk_edit.png)
At the bottom of the page you can decide whether email updates regarding these changes should be sent or not. It makes sense not to tick the box for large updates to prevent users from getting flooded by emails.
At the bottom of the page you can decide whether notifications about these changes should be sent or not. It makes sense not to tick the box for large updates to prevent users from getting flooded by emails.
![bulk-edit_email-updates](image-20201119163714831.png)
![Send notifications for bulk edit work package updates](openproject_user_guide_wp_bulk_edit_notification.png)
## Update a work package in a work package table view
In the work package table view, you can not only open a single work package but also trigger direct actions such as logging time and costs, copying, downloading or deleting said work package. To access the quick context menu, simply right-click any work package in a work package table view and select the preferred action.
![Quick context menu in OpenProject work package table](quick-context-menu.png)
![Quick context menu in OpenProject work package table](openproject_user_guide_wp_quick_context_menu.png)
You have the following options:
- **Open details view** - opens the details view of a work package on the right side of the screen.
- **Open fullscreen view** - opens the detailed view of a work package across the entire screen.
- **Copy link to clipboard** - copies a short link to the selected work package to your clipboard.
- **Log time** - opens a pop-up dialogue allowing you to [log time](../../time-and-costs/time-tracking/#log-time-in-the-work-package-view) directly to a work package without having to open it first.
- **Log unit costs** - navigates you to the cost logging screen. Once you [log the costs](../../time-and-costs/cost-tracking/) and save the entry, you will return to the work package table view.
- **Change project** - allows moving the selected work package to a different project.
- **Copy** - opens a details view of a new work package on the right side of the screen. This new work package is an exact copy of the work package you selected, but you can adjust any details you would like to change and then save it.
- **Copy link to clipboard** - copies a short link to the selected work package to your clipboard.
- **Copy to other project** - allows copying the selected work package to a different project.
- **Delete** - deletes a work package. You will need to confirm the deletion.
- **Download PDF** - downloads the selected work package as a PDF file.
@@ -164,4 +166,5 @@ If you have opened the quick context menu for a work package that has a parent w
- **Outdent hierarchy** option, which will remove the child-parent relationship.
> **Note**: if you open the [Gantt charts module](../../gantt-chart/), the quick context menu will have different options than in the work package table view.
> [!NOTE]
> If you open the [Gantt charts module](../../gantt-chart/), the quick context menu will have different options than in the work package table view.
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