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.
Reports, reports, reports…
With the reporting addon you can see dozens of different kinds of reports, including pie charts, Gantt charts, tables, bar graphs, and much more.
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.