In the admin area, you’ll be able to check a box like the one shown below:

You will also see a similar box for Tasks:

And for Files:

And for Bugs:

These settings above only apply to individual projects and will not automatically disable these features for other projects. If you want to completely disable these features, read on …

Disabling a Feature for All UpStream Projects

Go to the “UpStream” link in the WordPress admin, and click “General Settings”.

Under this “General Settings” tab, scroll down and you will see the option to disable Bugs, Tasks, Milestones, Files and Discussions. These settings will disable these features for ALL your projects.

For adding images, there is an “Add Media” button next to all the WYSIWYG areas, so you can use the WordPress Media library.

For videos and other embeds, the WordPress code has limited support for embeds outside the post editing screen. So for embeds in UpStream, we recommend the the EmbedPress plugin. This plugin works in a different way, so doesn’t have the same limitations as the WordPress core embed feature.

If you install and activate EmbedPress, you’ll be able use embeds inside any WYSIWYG area in UpStream. Just add the URL into the body. This image shows a YouTube video embed in an UpStream task:

For example, some people might want to use “Change Request” rather than the default “Bug”. Or perhaps they prefer “Customers” to “Clients”.

All of this text is customizable.

Go to the “UpStream” link in the WordPress admin, and click “General Settings”.

On the “General” screen you will be able to change the singular and plural labels for Project, Client, Milestone, Task, Bug and File.

Milestones, Tasks, Bugs, and Files all have a “Copy” and a “CSV” button available.

Exporting to Text

The “Plan Text” button allows you to export the data to a file using the .txt format:

After clicking the “Plain Text” button, a file download will start. A TXT file will be sent to your computer. This image shows the data after being opened with a text editor:

Exporting to CSV

The “CSV” button allows you to export the data to CSV format:

After clicking the “CSV” button, a file download will start. A CSV file will be sent to your computer. The CSV file can be imported into other programs. This image shows the data after import into Google Sheets:

In the image above, the overall project progress is 51%.

The overall progress of a project is calculated from the Tasks on a project.

In the image below, you can see four Tasks. The Tasks have a total percentage of 205%.

So let’s do the final calculation for project progress … If you divide 205% by 4 you arrive at 51.25 which is then rounded down to 51%.

I’m going to show you how to sort, filter and organize a large number of items in UpStream.

The first step is to create Tags and Categories. We recommend using Tags and Categories to organize your items. When you’re creating these, make sure to set the “Filterable” option to “Yes”.

This “Filterable” option controls whether or not the field can be filtered on the frontend of your site.

Once you have Tags and Categories created, go to the frontend of your site and click the “Toggle Filters” button.

In with the default filters, you should now see a filter for your Categories or Tags:

It’s possible to choose multiple filters at the same time:

A sub-task is a task that needs to be completed before the main task is be considered complete.

Here’s one example:

• Task: Fix the website bug
  • Sub-task: Test your bug fix in Chrome
  • Sub-task: Test your bug fix in Firefox
  • Sub-task: Test your bug fix in Safari

The approach the UpStream takes for sub-tasks relies on the Custom Fields add-on. Before completing this guide, please read this guide on using Custom Fields.

Let me walk you through an example of how this can work. I’m going to use the example outlined above for fixing a website bug.

First, let’s create the fields we’ll use for sub-tasks:

• Install UpStream and set up a project. Also install the Custom Fields add-on.
• Go to “Projects, then “Custom Fields”.
• Click “New Custom Field”.
• Enter “Safari” as the Title.
• Choose “Checkboxes” as the Field Type.

• For the Options, you can enter the Yes / No choices. In the example below, I choose the “Not tested in Safari yet” option as the default.

• On the right sidebar, this field is assigned to “Bugs” and I chose to make it “Filterable”:

• Save the field.
• Repeat this process for Chrome and Firefox.
• You will now have 3 fields that can be used for your sub-tasks:

• Go to the frontend of your site and look for a project.
• Scroll down to the “Bugs” area.
• Either edit an existing Bug or create a new Bug. You’ll be able to specify whether sub-tasks have been completed:

If you have a busy site with 1,000’s of items, you may want to hide items. This will make your site run more quickly. On smaller sites, it may be better to show closed items so you can easily see what’s been completed.

These settings are available in UpStream > Settings.

• Archive Closed Items: This will entirely remove completed items from the front of your site. This can speed up your page loads if you have a very busy site.
• Filter Closed Items: This will hide completed items by default, but users can still use filters to view them.

If you set “Archived Closed Items” to “No”, then you will still be able to search for “Closed” items, as in the image below. However, if you set “Archived Closed Items” to “Yes”, you won’t be able to find closed items at all.