Upchain is a project-based system. As a general rule, whenever you access or edit data in Upchain, you do so in the context of a project. You cannot begin working with Upchain until you have at least one active project. Therefore, before you can get started with anything else, you must create a project.
Click Create project in the main header.
Select the project type you want to create from the drop-down list.
The Create New Project window opens.
Fill in the required fields. These are highlighted with a red asterix.
Click Create.
Your project is created and opens in the project dashboard. It has a status of Draft, which means the only person that can see the project is you, the project creator. You must activate the project so that it becomes visible to others and you can start adding data to it.
Open the Project Settings from the project sidebar.
Scroll down to the Project Workflow section.
Click Start Workflow.
This begins the workflow that governs the project's lifecycle. It is still in Draft and can now be activated.
Click Activate.
The project is now has a status of Active and you can begin adding team members and data to it. Note that you can add team members to the project prior to activating it but they will not be able to add data to it until it is active.
Once the project is finished, you can return to the project settings to Close or Archive it. Consider as well the privacy you wish to set for this project.
See Create and activate a project for more information on what to do next.