Create your first project plan

Every project in Upchain has a Project management section that enables you to manage the work required within the project. An activity in the project plan is a basic unit of work that needs to be accomplished within a defined period of time.

Requirements

To create an activity within a project plan, you need to be a member of the project.

Create a new activity

There are three activity types: milestones, stage gates, and tasks. You can learn more about these here. For now, we'll focus on creating tasks as these are the most common activity you'll add to the project plan.

To create a new task:

1. Open the Project management in the project sidebar.

2. There are several ways to add a task:

   • Click Add in the upper-right corner to add the new task to the root of the project.
   • Click the down arrow beside the Add button to see a list of the three activity types and select the one you want to create.
   • Click Add() beside an existing activity in the Project overview list to add a new task as a sub-task.

   The New task window opens.

3. Fill out all required fields under the Details section. Required fields are highlighted with a red asterix. Below are some key fields to fill out:

   • Name - Enter a descriptive name or title for the task.
   • Assignee - Select the person, role, or team responsible for the task. The task creator (you) is selected by default. You can leave this field blank if you do not yet know who will be responsible for it.
   • Duration - Select a duration (in days) for the task.

4. (Optional) Associate Upchain documents (documents already added to this project). Select the checkbox next to any documents you wish to associate with the task.

5. (Optional) Associate items to the task. Use the Search function to locate the desired item, click Copy, then click Paste to add it to the task.

6. Click Add task.

The newly-created task is added to the Project overview list and its status is set to Draft. The task assignee also receives an email notification. Repeat this process to add additional tasks to the project plan. Click to learn more about creating and managing activities, including how to manage the lifecycle of a task.