Name: Upbase
Rating: 8.8 (4 reviews)
Author: Upbase

Help Desk

Web and Video Conferencing

Customer Support

Bug  Tracking

WebOps

Development

Business Intelligence (BI)

Collaboration

Visual Collaboration

VoIP

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

On-Demand Payment

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printers

API Management

App Development

Browser

Cloud Storage

Component Content Management

Data Observability

Enterprise Architecture Management

Fraud Detection

Hosted Virtual Desktop

Hyper-Converged Infrastructure

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Interoperability

MLOps

Network Access Control (NAC)

Network Performance Monitoring

Remote Support

Requirements Management

Security Awareness Training

Session Border Controllers

Voice Recognition

Web Application Firewalls

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Business Card Scanning

Content Management

Content Marketing

Digital Signage

Direct Mail Automation

Email Management

Email Marketing

Event Registration

Marketing Automation

Marketing Resource Management

Online Reputation Management

Search Marketing Intelligence

Social Media Management

Social Media Publishing

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Business Caller ID

Professional Services Automation

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Intelligence

Sales

Data Loss Prevention

Insider Risk Management

Security

Commercial Drone

Construction Accounting

HIPAA Compliance

Multiple Listing Service (MLS)

Smart Cities

Utilities

Vertical-Specific

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Upbase is a project management tool designed for individuals and small teams. According to the vendor, it offers a range of features to help users organize, prioritize, and track tasks, collaborate on documents and notes, manage files and links, plan and schedule events, communicate with team members, and optimize productivity. Upbase is positioned as a versatile and user-friendly solution for individuals, solopreneurs, freelancers, project managers, designers, and digital marketers seeking to streamline workflows and enhance collaboration.

## Key Features

**Tasks**: According to the vendor, Upbase allows users to organize, prioritize, and track tasks. Users can create task lists, assign tasks to team members, set due dates, and add subtasks and comments to tasks.

**Docs**: Upbase enables users to create and collaborate on documents, notes, and knowledge bases. Users can organize documents into folders, add comments, and collaborate in real-time with team members. Additionally, users can share documents with specific team members or make them public.

**Files**: With Upbase, users can upload and manage files in one central location. The vendor claims that users can organize files into folders, comment on files, and track file revisions using version control.

**Links**: Upbase allows users to store and share links and resources. Users can organize links into categories or folders, add descriptions and comments, and share them with team members or make them public.

**Calendar**: According to the vendor, Upbase offers a calendar feature for planning and scheduling tasks, events, and deadlines. Users can view tasks and events in monthly, weekly, or daily calendar views, set reminders and notifications, and sync with external calendar applications.

**Messages**: Upbase facilitates communication and collaboration among team members. Users can send direct messages, create group chats, organize conversations by category or topic, and share files, links, and documents within messages.

**Chat**: Upbase provides real-time chat functionality for quick and instant communication. Users can create channels for specific topics or projects, direct message team members, and share files, links, and documents within the chat.

**Time blocking**: Upbase allows users to plan and allocate time for specific tasks or activities. Users can break down their day into focused time blocks, prioritize tasks, and aim to boost productivity by eliminating distractions.

**Pomodoro timer**: According to the vendor, Upbase includes a Pomodoro timer to assist with time management and productivity. Users can set work intervals and break intervals, maintain concentration, avoid burnout, and track time spent on tasks and activities.

**Daily notes**: Upbase enables users to take and organize daily notes for better productivity. Users can capture ideas, thoughts, and reminders throughout the day, easily refer back to previous notes, and collaborate and share notes with team members.

Trial

Solo

Plus

KROCK

Business

Kure

Upbase

Buying Project Management software is confusing. Want help? Get tips and product info free in this guide.

The Buyer's Guide to Project Management Software

Project management software is designed to help people involved in the project management process to initiate, plan, execute, monitor and close projects of any size and type.

Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation

Task Management

This includes the ability to plan, track, collaborate and report on tasks.

Resource Management

Resource management is workload planning to maximize resources.

Gantt Charts

Gantt charts are charts that show tasks or events along the y-axis displayed against time along the x-axis.

Scheduling

Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.

Workflow Automation

Workflow automation is the ability to route work requests along an approval process automatically.

Team Collaboration

Team collaboration capabilities let team members work directly with each other and provide team updates.

Support for Agile Methodology

Agile is a time boxed, iterative approach to development that builds software incrementally instead of trying to deliver it all at once near the end.

Support for Waterfall Methodology

Waterfall methodology is a tradition development method that is linear and sequential.

Document Management

Document management provides for centralized management of all project documents.

Email integration

Email integration allows work requests to be made directly from email.

Mobile Access

Mobile access is the ability to access the software from a smartphone or tablet.

Timesheet Tracking

Timesheet tracking is the ability to track all billable and non-billable hours for each project.

Change request and Case Management

Change request and change management enables tracking of all customer requests including priority and timeframe.

Budget and Expense Management

Budget and expense management provides the capability to track all expenses by employee or department and link them back to department. It also enables hourly rates to be set.

Features that support professional services organizations

Quotes/estimates

Ability to create, manage and send project fee proposals to customers

Invoicing

Ability to create, manage and send invoices to clients during or after completion of a project

Project & financial reporting

Ability to analyze project and financial data based on custom criteria to gather insights and improve business performance

Integration with accounting software

Real-time, two-way sync with accounting or financial software to facilitate project and financial reporting

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