💡 This article is intended for project leads and consultants who use elyvate to manage task forces and reporting activities.
Step-by-step Guide
1. Navigate to Project Dashboard
Log into your elyvate account
Select the taskforce where you want to add the work package
Navigate to the project dashboard view
2. Create a New Work Package
Access the setup window by clicking the "New" button at the top of the page
Enter the work package number
Select the work package type from predefined categories (or select "Other" for custom types)
Name your work package (e.g., "Procurement")
3. Assign Work Package Leader and Team Members
Select a work package leader from the dropdown menu
Add additional users who need access to this work package
Only colleagues already invited to the project will appear in the dropdown.
4. Finalize and Manage
Click "Create" to finalize the work package
Define targets, KPIs, and initial measures
Update progress as work continues
🧠 Need Help?
For assistance, please contact our support team at [email protected]