When running a business, it can be difficult to balance the workload of projects and duties with the need for business management.
Fortunately, there are tools out there that will help you stay on top of everything without having to spend hours googling around.
In this article, we'll discuss what to look for in a project management plugin for WordPress and introduce you to 10 of these great tools!
Project Management in WordPress: What to Look for
There are a few key things you should look for in a project management tool, and we'll go through them one by one.
Be sure that your team is using the same plugin so everyone has access to the information they need. Also make sure it's easy enough for anyone on your team to use, regardless of their knowledge of project management.
Most importantly, make sure it's easy for clients to understand what has been done and what needs to be done in order to complete the task or project at hand!
While there are many different plugins out there that can help you manage your projects better, we've compiled a list of our top picks.
1. WP Project Manager
WP Project Manager is the most popular project management plugin available for WordPress.
It's open-source and has enough features to compete with full fledged project management systems! Some of its basic features include the ability to assign users, message them, attach files on tasks or projects, as well as leave comments.
The premium version adds a calendar with drag and drop functionalities, expanded privacy settings, milestone tracking and more.
For example, the premium version adds a calendar with drag and drop functionalities, expanded privacy settings, milestone tracking and more.
It's basic features include project creation, user assignment, messaging and the ability to leave comments on tasks or projects.
2. SP Project and Document Manager
SP Project and Document Manager is great for teams that need to create projects in a variety of folders. You can upload documents, images, videos and more into individual folders which then becomes part of the project.
This makes it easy to share files with your team because everything will be located in one place -- all you have to do is send them a link to the folder.
Whether you need to share files, leave comments or create a calendar for project milestones this plugin has you covered. It's perfect if your team needs something beyond basic functionality and is looking for more advanced features.
It allows users to manage tasks from an easy-to-use dashboard where they can also track projects' statuses and budgets.
It's great for teams that need to create projects in a variety of folders and upload files into individual folders which then becomes part of the project. All you have to do is send them a link to the folder!
3. WP Client Portal
The WP Client Portal combines elements of a CRM with a project management system. One example is the "Private Messaging" feature, which acts similar to the messaging feature on a CRM contact record where you can send emails to a client that are recorded on their internal profile page.
The standout feature for this plugin is its "Estimates & Invoicing" tool that lets you create customized and branded estimates and invoices for clients before and after they make a purchase.
Clients can then view these documents as PDFs and even pay an invoice online rather than doing so over the phone or in person.
CoSchedule is a project management and marketing calendar that integrates with WordPress. It's built for marketers, social media managers and content creators who wants to easily visualize their workload and organize digital strategy across multiple projects in real-time.
All of your content is scheduled on an interactive drag-and-drop calendar where you can communicate and collaborate in real-time.
It's built for marketers, social media managers and content creators who wants to easily visualize their workload and organize digital strategy across multiple projects in real-time.
It has the ability to optimize promotions using "Best Time Scheduling," a tool that identifies the most effective time to engage your following.
Panorama is the most powerful project management tool for WordPress users. It's a true project management solution that provides teams with all of the tools they need to effectively manage their projects from start to finish.
For example, it has user assignment with messaging and calendar functionalities as well as comments on tasks or projects! This plugin is perfect if your team needs something beyond basic functionality and is looking for more advanced features.
Panorama emerges as a powerful pro-level plugin that is packed with features. With Panorama each user has their own custom dashboard giving them a summary of what projects they are currently working on and how far those projects are from completion.
This feature lets everyone know what they need to do to complete a project, which makes the goal feel much more attainable.
6. Kanban Boards
Kanban Board was specifically designed for agile project management, but it can be used for tracking marketing and sales activities as well.
Its project boards are customizable and most editing can be done right from the board interface. Tasks can also be created and assigned to team members in Kanban Boards!
It's perfect for teams that are looking to use a project management tool focused on visual representation.
For example, you can create multiple boards (or "lists") which users can drag-and-drop tasks into during the planning process; but then they would move those items across lists as part of their workflow process.
Users who want to track a variety of projects at once will love the Kanban Board plugin!
It's perfect for agile project management, but can also be used to track marketing and sales activities. Its simple interface makes it easy to get started with managing multiple tasks across different boards (or "lists").
BuddyPress is a popular WordPress plugin because it adds a great deal of functionality to your site. It's not only project management tool, but also a social networking integration, content management system, and web design resource!
It can be used as an intranet for businesses or teams that want to chat with their employees without needing extra software like Slack. It also has the ability to create forums and communities around a variety of topics or interests!
BuddyPress is perfect for eCommerce sites that want to add community features such as social sharing, profiles, messaging and more without having to install multiple plugins.
For example, with BuddyPress you'll be able to sell products on a separate plugin.
Rather than having that user notify everyone when a task is complete, those who follow their activity stream will be alerted automatically once they're finished.
Behance is a useful tool for presenting projects to different stakeholders. With this plugin, you can either pull up a single project or group several together and compare them without having to jump between browsers.
Its grid interface is responsive, so you can review projects on the go and there's also a custom styling option that lets you change how a project looks in the presentation view.
For example, you can choose whether to display comments or not and even change how your project looks without having to edit it! Behance is perfect if you prefer a minimalistic interface with all of the necessary tools under one roof.
With options like these, Behance emerges as an effective WordPress plugin for creating presentations. Its grid interface is responsive so you can review projects on the go.
You'll be able to change how your project looks in the presentation view without having to edit it, too!
Upstream is a project management plugin that offers many of the same features as other plugins on this list.
It lets you upload files and documents, assign tasks to users and teams, and create discussion threads for internal communication about different goals and tasks.
One unique feature it provides is its issue/bug tracking tool which reports glitches or roadblocks when they arise. You can then assign these issues to team members responsible for fixing them!
Upstream allows you to share your progress with stakeholders by adding an issue tracker to your project. It has a feature that lets people view data without granting them access to your WordPress admin panel.
That way, you can keep relevant stakeholders updated without having to add them as users in your WordPress account.
10. Business Manager
Business Manager is a project manager, document manager, and human resources manager all wrapped into one plugin.
With this tool, you can track when a project starts, when it's completed, how many hours or days were spent on each task.
You also categorize projects by different types and statuses while writing detailed notes so you know exactly what's going on with each one.
Business Manager utilizes Kanban Boards to outline projects in a calendar format, so you can drag and drop new items as your work develops. For example, you could use it on an eCommerce site where certain tasks require different types of employees!
These WordPress plugins allow you to manage projects in a variety of ways. Try one out today so your team can work more effectively on everything from client meetings to new product launches!
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