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Create your first project

A project in Umaku is the central workspace where work is planned, executed, and tracked from start to delivery. It brings together objectives, timelines, team members, stakeholders, and technical resources in one place.

Projects provide everyone involved, including Product Owners, delivery teams, clients, and stakeholders, with a shared view of progress, updates, and ownership. Each project serves as the single source of truth for collaboration, execution, and status tracking.

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Why create a project?

Section titled “Why create a project?”

Creating a project in Umaku helps you:

  • Keep all project information, documentation, and technical assets in one place
  • Align teams and stakeholders around shared goals and real-time progress
  • Define timelines, priorities, and responsibilities with clear ownership
  • Maintain consistent visibility into project status and delivery updates

When work is structured within a project, Umaku can provide deeper insights beyond basic tracking.

AI-powered insights

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Projects in Umaku unlock AI-powered insights generated by intelligent agents. These insights help teams move from tracking work to actively understanding how it’s progressing.

Within a project, Umaku can:

  • Analyze code changes against tickets and commit links to assess alignment between requirements and implementation
  • Generate automated sprint-level insights, such as: sprint inclusion, code quality signals, DevOps compliance checks, and bug detection

These insights help teams identify risks earlier, improve delivery quality, and support continuous learning throughout the project lifecycle.

Two ways to create a project

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You can create a project in Umaku in two ways, depending on how defined your initiative is.

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Create manually

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Use this option when you already have a clear understanding of your project’s scope and structure.

You define:

  • Project details and documentation
  • Timeline and priority
  • Team members and stakeholders
  • Technical resources and links

Create with AI

Section titled “Create with AI”

Use this option when your idea is still forming or when you want guidance.

By answering a short set of questions, Umaku uses AI to:

  • Understand your goals and pain points
  • Capture technical and operational requirements
  • Generate a structured project that you can review and refine

Tutorials

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Create your first Project

Section titled “Create your first Project”

Use Create manually when you already have a clear idea of your project’s scope, objectives, and structure. This option lets you define key details upfront while keeping full control over how your project is set up. You can start with the required fields and refine the project as it evolves.

  1. Open the project form

    Section titled “Open the project form”
    • From the sidebar, select Projects. You can also use the shortcut New Project
    • Click Create manually to open the project creation form.
    • The form guides you through defining the core details of your project.

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  2. Set up project details

    Section titled “Set up project details”
    • Enter a project name and description. These fields are required, and the project name must be unique.
    • Use the Project Charter to describe objectives, scope, success criteria, and delivery expectations.
    • Format the charter content using headings, bullet points, and links as needed.
    • Select the project status to reflect the current stage (for example, Future / Scheduled or Ongoing).
    • Choose the project type that best represents the initiative.

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  3. Define the timeline and priority

    Section titled “Define the timeline and priority”
    • Select a Start date and an End date to define the project timeframe.
    • Choose a Priority level (Low, Medium, or High).
    • Use these settings to align planning and stakeholder expectations.

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  4. Assign team and stakeholders

    Section titled “Assign team and stakeholders”
    • Assign a Product Owner to oversee delivery.
    • Assign an Account Manager to manage communication and relationships.
    • Select the Client (individuals within an organization). Multiple clients can be added
    • Select the Partner (the organization itself).

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  5. Section titled “Add resources and links”
    • Add one or more GitHub repository links for the project.
    • Include a shared Project Folder for documentation and assets.
    • Specify the Tech Stack used across the project.
    • Optionally, add a Slack link for project communication.
    • Add a Project Brief to summarize the project’s purpose and expected outcomes.

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  6. Create and view the project

    Section titled “Create and view the project”
    • Click Create Project once all required information is complete.
    • Umaku generates the project workspace automatically.
    • Go to the Main Page.
    • Select the project type and open the project to access its dashboard.
    • Continue refining details and managing execution from the project view while the project is progressing.

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