Project management with Upchain

Great project management keeps your project on time and on budget. Learn how to create projects in Upchain and add team members, build the plan and show it in Gantt chart form with tasks, generate milestones and stage gates, and track the project in the dashboard view.


Course overview

Great project management keeps your project on time and on budget. Learn how to create projects in Upchain and add team members, build the plan and show it in Gantt chart form with tasks, generate milestones and stage gates, and track the project in the dashboard view. 

After completion, you’ll be able to:

  • Create and activate a project.
  • Manage project team members.
  • Create a project template for reuse.
  • Build a project plan and assign work to project members by adding tasks, milestones, and stage gates to a Gantt chart.

Course outline

25 min.

Getting started with projects in Upchain

Here, we introduce you to project management within Upchain. We will start with understanding what projects are in Upchain and how projects help you in your product development. From there we will create a project, activate the project, and add team members. Next, we will discuss how to create project templates and how these will help in future project creation.

Here, we introduce you to project management within Upchain. We will start with understanding what projects are in Upchain and how projects help you in your product development. From there we will create a project, activate the project, and add team members. Next, we will discuss how to create project templates and how these will help in future project creation.   

This content takes approximately 25 minutes to complete. By the end, you should be able to:

  • Understand projects in Upchain.
  • Create and activate a project.
  • Add team members and teams to a project.
  • Create a project template.
  • Create a project using a template.


30 min.

Project plans and dashboards in Upchain

Here, we introduce you to the project management tools available to you. We'll start by working with the project management section of a project and creating a Gantt chart with tasks, milestones, and stage gates. From there we will look at the workflow for a task in a project. Finally, we will look at the project dashboard and how a project manager and team members can use the dashboard to stay up to date and track their progress.

Here, we introduce you to the project management tools available to you. We will start by working with the project management section of a project and creating a Gantt chart with tasks, milestones, and stage gates. From there we will look at the workflow for a task in a project. Finally, we will look at the project dashboard and how a project manager and team members can use the dashboard to stay up to date and track their progress. 

This content takes approximately 30 minutes to complete. By the end, you should be able to:

  • Add tasks, milestones, and stage gates to a project plan.
  • Use constraints to organize tasks.
  • Use dependencies to connect tasks together.
  • Execute the steps in a task workflow in a project.
  • Examine the information in the project dashboard.