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Task management

🟩 Workshop 11: The connection between the work packages and the ticket system

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Work packages and tasks

Relationship between work packages and tasks

A project in Leadtime initially consists of components, epics and work packages. This structure provides an overview - but tickets are needed to turn planning into real implementation. Because only tickets can be

  • Assign specific people
  • schedule them
  • monitor, evaluate and finalize

The following therefore applies: a work package is the template - the ticket is the task.

Create tickets from work packages

Leadtime offers several ways to generate tasks from a work package:

1. via the context menu

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In the project tree, you will find a three-dot menu for each element (component, epic, work package). Click on "Create tasks" to create one or more tickets directly:

  • Component level: Tasks for all epics and work packages
  • Epic level: Tasks for all contained work packages
  • Work package level: Individual ticket for this package

2. directly from the work package

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When you open a work package, you will find the "Create task" button in the right-hand sidebar. This creates a ticket for this one package only.

3. from the implementation overview

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In the Configuration / Implementation overview submenu, all elements of the project are displayed in tabular form. The ticket linked to the element is displayed in the last column; if this does not yet exist, there is a "Create task" button here that creates the ticket.

The linked ticket

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When the ticket is created, it is automatically filled with the most important information from the work package:

  • Title and description
  • Tags from the component and Epic (e.g. coach, coach_start)
  • Internal note, e.g. as a work instruction for team members
  • Effort estimate (if available)

The new ticket appears in the task area of your project - including ID, type, status, priority, assignment and deadline (optional).

Structure of the generated tickets

While the work package is aimed at the customer, specifically the creation of the requirements specification, the associated ticket should be formulated in such a way that an employee can process it effectively.

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The work package and ticket use the same pool of information. However, the information in the ticket is prepared differently. At the top, a specific task description for the responsible employee is generated via AI from all available information, but especially from the customer's answers to the questions in the question package.

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Caution: The text generated in this way should always be checked. The AI can always make mistakes.

For this reason, the ticket also contains the data from which this summary was generated. Specifically, the ticket is structured as follows:

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  • Block A: AI summary
  • Block B: The internal implementation note (is hidden for external guest users)
  • Block C: The questionnaire associated with the work package
  • Block D: The description of the work package.

Tags: Structured categorization of tasks in the project

Tags are a central element in Leadtime for categorizing and filtering tasks - especially in complex or multi-project environments.

Where do the tags come from?

When a ticket is created from a work package in the project tree, it automatically takes over:

  • The tag of the component to which the work package belongs (e.g. coach)
  • The tag of the epic under which the work package is categorized (e.g. coach_start)

These tags appear directly in the ticket and are also visible in the various planning tools - for example in the pipeline or in the big picture.

Why are tags important?

Tags create context without having to constantly open the project tree:

  • They show which project component the ticket belongs to
  • They enable targeted filtering according to subject areas, customers or modules
  • In multi-project management, they help to quickly assign tasks to the right project

Example

A ticket with the tags coach and coach_start belongs to the coach component and the epic "Start". This makes it immediately recognizable:

This ticket comes from the preparation phase of the Coach Performance package.

External assignment possible

Customers can also be assigned tasks: As soon as they have access to the project as a guest user, tickets can be assigned to them. This is particularly useful for preparatory tasks such as a checklist.

Example: Checklist for customers

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In our workshop scenario , for example, the agency sends a checklist to the client right at the start of a collaboration. This is assigned to the client even before the project meeting takes place.

  • Each item on the checklist is a separate to-do.
  • When clicking on "Mark as done", a dialog box appears.
  • The customer answers the question in the comment field and saves.
  • The to-do is marked as completed - and the progress is updated.

Link tasks intelligently

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Especially in projects that build on each other, it is important that tasks are not processed in isolation. In Leadtime, you can therefore reference another task within a work package - e.g. if a task requires the result of a previous task.

A typical example: The "Create design" work package builds on the content from "Create content". A direct link to the upstream work package can be inserted in the description of "Create design". To do this, simply enter !Create content in the text or select the desired package via the slash menu. Leadtime automatically inserts a reference.

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If a ticket is later generated from the work package, this reference appears directly in the ticket description. This provides context, avoids queries and improves the handover between team members.

This means that important connections are retained - even if tasks are completed in a different project module, team or time slot.

Implementation overview

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What is the implementation overview?

The implementation overview is the central management tool for projects in Leadtime. It displays all work packages from the project tree in a tabular overview and shows in real time:

  • How far individual tasks have progressed
  • How much time has already been spent
  • Who is currently working on what
  • Where potential problems arise

The overview is therefore the most important control tool for project managers to keep track of complex projects - especially when customers and team members are working on tasks at the same time.

Structure of the table

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The implementation overview lists all components, epics and work packages of the project tree in a collapsible hierarchy. It offers the following columns:

Name

The title of the respective element (component, epic or work package) from the project tree. The hierarchy is visible via collapse and expand functions.

Completed / Total - left bar

Shows the progress within the work package. This is based on:

  • Checklist elements that are assigned to a work package
  • Questions in linked questionnaires
  • Tests in test suites

Example: A work package with 6 checklist items, 3 of which have been completed, shows "3/6" here.

Worked / Budget - right bar

Compares the booked time with the estimated effort:

  • Left side = booked hours (from time recording)
  • Right-hand side = budget according to effort estimate in the work package

So you can see at a glance:

  • Whether the team is working efficiently
  • Whether tasks are getting out of hand
  • Whether the effort remains within budget

Status

The current status of the associated ticket - e.g. "New", "In Progress", "Feedback", "Resolved" or "Closed". This information comes directly from the task module and indicates how far the implementation has progressed.

Assigned to

Shows who is currently responsible for the task. If no ticket has been created yet, this field remains empty. For assigned tasks, the responsible user (internal or external) is displayed.

Task

  • If a ticket has already been created, a direct link to the task appears here.
  • If no ticket exists yet, a ticket can be generated here directly via the "+ Create task"icon.
 
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