💡 This article is intended for project leads and consultants who use elyvate to manage task forces and reporting activities
Step 1: Navigate to Project Dashboard
Access your project space to get an overview of all task forces and keep your work in one clear starting point.
Log into your elyvate account
Select the taskforce where you want to add the work package
Navigate to the project dashboard view
Step: 2 Create a New Work Package
Create a dedicated work package to structure your project and define a clear scope for each focus area.
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")
Step 3: Assign Work Package Leader and Team Members
Define responsibilities by assigning a work package lead and team members — creating transparency and clear accountability.
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.
Step 4: Finalize and Manage
Finalize your setup to turn planning into action — define goals, track KPIs, and keep your work packages up to date as progress unfolds.
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]