WordPress Project Management by UpStream

Description

Project management with WordPress has never been easier. UpStream is a free project management plugin that allows you to easily manage any type of project, right from within your WordPress website. Your clients can track the progress of their project via the frontend project view.

View our Premium Extensions here.

Project Features

  • Milestones & Tasks (that can be linked)
  • Bug/Issue Tracker
  • Upload Files & Documents
  • Project Discussion thread
  • Automatic Progress Tracking
  • Custom Fields
  • Custom Statuses

Client Features

  • Client contact details, address, logo
  • Custom fields
  • Client Users (employees)
  • Client login page to view their projects

General Features

  • Built in Roles – Project Manager & Project User
  • Custom Capabilities & Permissions
  • Awesome looking frontend
  • Customizable frontend templates
  • Label Projects, Clients, Milestones, Tasks, Files & Bugs anything you like
  • Developer friendly and highly customizable
  • Translation ready

Premium Extensions

Add even more awesome features through the use of our extensions.

Milestones & Tasks

Milestones & tasks help you to successfully plan, track and manage your project from start to finish. Assign tasks & milestones to users, add start & end dates, color-coded statuses, notes and progress of the tasks & milestones. You can even add your own custom fields.

Bug Tracking & Issue Reporting

Easily report bugs or issues as they arise and just like milestones & tasks, you can assign the bug to a user, add a status, severity of the bug, a description, due date & attach files to each individual bug.

Project Discussion

Avoid 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 with the Front End Edit extension and you can also allow your clients to add to the discussion.

Front End View

Your clients can view the details and the progress of the project via the front end. Clients can never access the WordPress admin. Using a customized login system, you can determine which users of your client can have access to the project and also to which parts of the project they can view.

Highly Customizable

Well thought out settings and options, customizable templates, add your own CSS, create custom fields wherever you like, create your own statuses with whatever colors you choose plus lots more. You can even rename projects, milestones, tasks, bugs, files and clients. Prefer to rename ‘Bugs’ as ‘Issues’? Rather call a ‘Project’ a ‘Plan’ or call a ‘Client’ a ‘Customer’? Go for it!

Screenshots

  • Editing a Project
  • Editing a Project
  • Frontend view
  • Frontend view
  • List of Tasks
  • Editing a Milestone
  • Editing a Milestone
  • Project settings
  • All project activity is logged
  • Adding a Bug
  • Editing a Client
  • Close up of Project Timeline (premium extension)

Installation

Minimum Requirements

  • WordPress 4.0 or greater
  • PHP version 5.4 or greater

Setting Up

  1. Activate the plugin
  2. Go to UpStream > General Settings and configure the options as required
  3. Create a Client by going to Projects > New Client
  4. Create a Project by going to Projects > New Project
  5. For a Quick Start guide and more detailed instructions, please visit the Documentation page.

FAQ

Installation Instructions

Minimum Requirements

  • WordPress 4.0 or greater
  • PHP version 5.4 or greater

Setting Up

  1. Activate the plugin
  2. Go to UpStream > General Settings and configure the options as required
  3. Create a Client by going to Projects > New Client
  4. Create a Project by going to Projects > New Project
  5. For a Quick Start guide and more detailed instructions, please visit the Documentation page.
Where can I find UpStream documentation?

For a Quick Start guide and more detailed instructions, please visit the official Documentation page

Where can I get support?

You can ask for help in the UpStream Plugin Forum.

Will UpStream work with my theme?

Yes, UpStream works independent of any theme.

Why doesn’t the UpStream frontend look like my theme?

UpStream does not use the existing styling of your theme. The features and the very specific nature of the plugin make it impossible to integrate into existing themes. The plugin is highly customizable though, so you can tweak it to look the way you want it to.

Reviews

Easy to use project management

Install UpStream and there’s a guided to set up your projects. We emailed the team about some issues (we needed to use non-Gravatar images) and they responded immediately.

Highly recommended.

Easy to use

This plugin makes sense to me and is intuitive. Some other PM plugins I tried were hard to use, whereas upstream seems to have a better ‘flow’ for lack of a better word. .

Read all 7 reviews

Contributors & Developers

“WordPress Project Management by UpStream” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

1.8.0 – 2017-05-15

  • FIX – Fixed bug with menu Tasks and Bugs notification counter
  • NEW – Milestones, Tasks, Bugs and Files can now be enabled/disabled for individual projects

1.7.0 – 2017-05-08

  • FIX – Fixed items count bug in both “Tasks” and “Bugs” pages in /wp-admin
  • FIX – Fixes bug with “Mine” filter in “Tasks” and “Bugs” pages in /wp-admin
  • FIX – A couple of other minor bugs were fixed overall
  • FIX – Fixed non-numeric PHP warning
  • UPDATE – Dropped “Project Author” metabox
  • UPDATE – Metaboxes now fills 100% width instead of being fixed
  • NEW – Added “My Tasks” and “My Bugs” metaboxes in frontend so users might see exactly what was assigned to them
  • NEW – Projects are now auto-saved after adding a new “Task”, “Bug”, “Discussion” or “File”
  • NEW – UpStream now automatically uses users BuddyPress avatars if BuddyPress plugin is active in your WP instance

1.6.1 – 2017-05-02

  • FIX – Fixed UI bug in Project Description editor where all buttons position were messed up in Text Mode
  • UPDATE – Replaced Tasks Note textarea with a WYSIWYG editor

1.6.0 – 2017-05-01

  • FIX – Fixed some frontend UI bugs
  • FIX – Fixed bug that was preventing some special users from loggin in via frontend
  • UPDATE – Rename plugin title
  • UPDATE – Update vendor libraries
  • UPDATE – Code tested up to WordPress 4.7.4
  • UPDATE – Replace some textarea fields with WYSIWYG editor instances in project form
  • NEW – Added a Description field to projects
  • NEW – New Customizer add-on

1.5.4 – 2017-04-20

  • FIX – Drop Style Setting page
  • FIX – Fixed dates format in frontend
  • FIX – Fixed incomplete projects metadata in frontend
  • FIX – Fixed UI error in admin
  • FIX – Fixed feedback messages for clients-related forms

1.5.3 – 2017-03-21

  • UPDATE – Update mobile styles on the frontend

1.5.2 – 2017-03-13

  • UPDATE – Update Translations

1.5.1 – 2017-02-22

  • FIX – Errors when logged in as subscriber
  • FIX – Deleting roles and capabilities on uninstall

1.5.0 – 2017-02-20

  • NEW – Add new Style Settings page
  • NEW – Add Messages column (showing the count) in projects list screen
  • FIX – Issue with internationalized dates not being saved. Reverted to Y-m-d format

1.4.3 – 2017-02-17

  • UPDATE – UI improvements on frontend view
  • UPDATE – UI improvements on project edit screen in admin
  • FIX – Issue with counts of tasks if nobody assigned to task

1.4.2 – 2017-02-17

  • FIX – Issue with Project Activity. Remove post_type check that is not required

1.4.1 – 2017-02-16

  • NEW – Admin Edit Project UI. Add Task and Bug end date to title bar

1.4.0 – 2017-02-16

  • NEW – Add Project Activity section
  • NEW – Add upstream_user_item() function to get any user item
  • UPDATE – Admin Edit Project UI. Move progress bar and add statuses into title bar
  • FIX – Bug with checking for client permissions

1.3.2 – 2017-02-14

  • FIX – Issue with not loading activity class

1.3.1 – 2017-02-14

  • FIX – Issue with wrong client logo displaying on All Projects page

1.3.0 – 2017-02-10

  • NEW – Add option in settings to completely disable bugs
  • NEW – Add help text to Client User email field
  • NEW – Add link on frontend sidebar for files
  • UPDATE – Minor updates to styling on Client edit screen
  • FIX – Add a check for multiple email addresses on client login

1.2.0 – 2017-02-10

  • NEW – Redirect to settings page after activation
  • NEW – Add guided tour for first Project
  • UPDATE – Update styling on settings pages
  • UPDATE – Update styling on Project edit screen
  • UPDATE – Make first Milestone always open when editing or adding project
  • FIX – Add various extra code checks such as isset(), is_array() etc throughout plugin
  • FIX – Email link on Client Users within project
  • FIX – Issue with adding Discussions in admin area

1.1.1 – 2017-02-08

  • UPDATE – Update CSS on Extension settings page
  • NEW – Add banners on Extension settings page
  • FIX – Typo on Extension settings page

1.1.0 – 2017-02-07

  • UPDATE – Include translations for en_AU
  • UPDATE – Include translations for en_NZ

1.0.2 – 2017-02-07

  • UPDATE – Modify upstream_count_total() function to return 0 for the id if not found
  • SECURITY – Add proper escaping on items within admin Tasks page

1.0.1 – 2017-02-03

  • UPDATE – Update links to documentation from within plugin page
  • FIX – Undefined index within upstream_count_total() function

1.0.0 – 2017-01-20

  • Release – Initial release