Creating Projects in Upchain

In this lesson, we’ll walk you through how to create a project in Upchain, what your first steps are after creation including activating a project, adding project members and teams. 

From there we will also create a project template and show how you can use templates when creating future projects.

Creating a project:

In this video, we will take you through the process of creating a project in Upchain, adding team members and teams, activating the project and adding it to your favourites list.

Key takeaways:

1. The project creator will add the project members or team to the project, once this is done the project is visible to the rest of the project members.
2. Projects can be added to your favourites list, this displays the project on the main screen in Upchain when you login.
3. The project creator must activate the project so that the project is visible to project members and accessible in Upchain plugins.
4. There are four projects types; Build to print, Engineering, Design to print and template.
5. Templates save you time by making it easy to reuse common sets of data in a new project.

Project templates:

This video will take you through the process of creating a project template in Upchain and how to create a new project using that template.

Key takeaways:

1. Templates can contain project tasks, BOM items, documents and even team members.
2. Using the pre-configured items in a template saves you time in getting your project started.
3. The template must be activated for you to use it to create projects.
4. The workflow assigned to a template is assigned to every project created using that template.