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Upstream Project Management

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UpStream is the most advanced and user-friendly project management system for WordPress.

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Upstream Project Management

 

UpStream is a WordPress project management plugin that allows you to manage any type of project. It is the most advanced and user-friendly project management system for WordPress.

WordPress Project Management Plugin by UpStream

 

UpStream Helps You Track Progress

You can set and track major milestones for your project. Each milestone has start and end dates. You can easily see your progress with the Project Timeline and Calendar View extensions.

Your Clients Will Love UpStream

Your clients can view projects on the front end of your site. With the Frontend Edit extension, clients can also interact with the project, create tasks and bugs, and upload files.

UpStream Speaks Your Language

UpStream is pre-translated into English, Spanish, French, Chinese, Arabic, Portugese, and Italian.  In addition, UpStream is 100% localized and ready for translation to any other languages.

Enter Any Data You Need, Using Custom Fields

UpStream offers you custom fields, so you can collect any information you need. Customize your projects, tasks, bugs, files and milestones.

Discuss Anything About Your Projects

UpStream is fully integrated with WordPress’ default comments feature. You can discuss any aspect of your UpStream projects.

Time Tracking and Budgeting

The Time and Budget Tracking Extension lets you track time spent, and amount spent/budgeted on tasks, projects, and more.  An automatic timer can time your activity.

Get The Reports You Need, Anytime

The UpStream Reports extension offers a complete reporting solution, letting you filter by nearly any field and display your data in tables, charts, and more.

Field Level Permissions

With UpStream Advanced Permissions, you can set field level permissions on projects, tasks, milestones, and more.  You can make certain fields visible, hidden, or read-only, depending on user roles.

Interested in UpStream? Try Before You Buy

Are you curious about UpStream? You can test UpStream with a free demo site that has all the extensions. Click here to try UpStream.

 

Use Milestones to track your progress

Milestones are used to group a set of Tasks together. They help you to successfully plan and track the progress of your project from start to finish.

Each Milestone can have a Start Date and End Date, plus many more details. They can be assigned to users who are responsible for completing the milestone.

Use Tasks to get things done

Tasks are the key feature of the Project. They are the activities that need to be accomplished within a certain timeframe and are assigned to users so that they can complete the task.

Tasks can be assigned to users, have start and end dates, color coded statuses, notes, plus progress of the task. When you assign a Task to a Milestone, the progress of that Task automatically goes toward the progress of the Milestone it is assigned to.

Bug tracking and issue reporting

With UpStream you can easily report bugs or issues.

And just like milestones and tasks, you can assign the bug to a user, add the status, severity of the bug, a description, due date and you can also attach files to each individual bug, which is handy for screenshots. And just like tasks and milestones, you can also add your own custom fields.

UpStream is highly customizable

With powerful options, you can configure UpStream to work the way you need it to. You can add your own custom fields wherever you like, create your own statuses with whatever colors you choose and plenty more.

You can even rename projects, milestones, tasks, bugs and clients. Prefer to rename ‘Bugs’ as ‘Issues’? Rather call a ‘Project’ a ‘Plan’ or call a ‘Client’ a ‘Customer’? Go for it!

Beautiful calendars and Gantt charts

With UpStream you can allow your clients to view the details and the progress of the project via the frontend. They never need to see the WordPress admin.

You can present the project date in a calendar view or in a Gantt chart. You can display your project data the way you want.

Manage your clients with UpStream

A client (in the eyes of UpStream) is a business, a company or perhaps a freelancer.

When adding a client, you can include their address details, phone, email and logo. You can also add any custom fields that you need. You can also add users to each client and assign project access to any of these users.

Discuss any aspect of your projects

Avoid messy email trails and keep the entire discussion about your project right where it should be, within the project!

Any user can add to the discussion and as with every feature in UpStream, there is very fine grained user permissions. UpStream is fully integrated with the WordPress Comments system.

Track all your project activity

Track every single aspect of the project. All activity is logged and displayed within each project. This means that any item that is added, edited or deleted is logged, with the old and new values displayed.

You can view just the last 10, last 20 or all items in the activity log.

Complete control over permissions for objects and fields

With UpStream’s Advanced Permissions you can control read, edit, delete, and create permissions for each milestone, project, task, file, or bug.

But that’s not all! You can hide individual fields from certain users in a project, task, milestone, file, or bug, and you can make individual fields editable or read only for certain users.

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