Projectopia WordPress Project Management Plugin Review

Want to simplify the way you manage client projects?

The key to successfully delivering projects on time is to be organized and remove barriers to efficiency. To do this, all parties involved must reach a consensus.

This is where Projectopia comes in handy!

Projectopia is one of the best project management plugins for small businesses and freelancers using WordPress. What’s perfect about it is that you can manage projects directly from the WordPress admin.

Projectopia provides a collaborative environment where teams involved in a project can be on the same page. This means the client, project manager and project team are kept informed of the progress of the project.

How does this work?

• Create a common portal for each project.
• The portal becomes a collaborative environment where all aspects of the project are in one place: communication, planning, execution and delivery.
• It is accessible to everyone involved in the project: the client, the project manager and the project team.

What happens in this portal dedicated to this project?

• Communication among stakeholders
• Goals and objectives have been agreed
• Assigned tasks
• Changes in the project have been communicated, agreed upon and approved
• Monitor progress
• Invoice has been issued
• Already paid

With Projectopia you can create unlimited projects simultaneously for unlimited clients and unlimited users on your system.

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Before we learn more about the functions of Projectopia, let’s make a summary:

• Workflow Control
• Role-based team members
• Client Dashboard
• Projects and Milestones
• Quotes and Estimates
• Form Builder
• Task with timer
• ticketing
• Automatic invoicing

Install Projectopia

You can easily install this plugin by following the following process:

• Go to your WordPress site and click on the Plugins section.
• Click Add Plugin in the upper right corner and search for Projectopia. You will find the Projectopia plugin in the search results. Just click Install and activate it.

everything's ready! You can now easily manage workflow controls as well as your clients' invoices. You can unlock all its amazing features by purchasing regular and extended licenses.

Projectopia is an ideal plugin that will provide you with an efficient and effective system that makes managing all aspects of your project a breeze.

Let’s take a look at Projectopia’s core features:

Customer Management

The client management module on Projectopia has two parts: the client dashboard and the administrator dashboard.

Client Dashboard

Clients are given their own area where they can access and track the progress of their projects. Here, they can see all the information about the project, such as project timeline, updates, financials, milestone, tasks, and a file that can be downloaded as a PDF. They will be able to view all quotes, invoices, projects, tasks and support tickets.

Customers can set their own alerts and notifications and even customize them. They will receive an alert on their dashboard. Alerts ensure they don't miss any new messages. These are very useful whenever there is any news about the project.

They can set up dashboard alerts for quotes, projects, invoices and support requests.

Projectopia has a built-in notification system to ensure project participants don’t miss a thing. Here's how an alert or notification appears on the client dashboard.

If the client has a team assigned to the project, they may be your point of contact. Customers simply add team members. Members will be able to log in using their own password.

Dashboards don’t have to be boring and bland. They can embellish it and make it their own through the attractive themes provided by Projectopia, or they can simply add their own theme. They can further personalize the dashboard by adding their physical address, email, and photo. The login area can be labeled with their logo, colors, etc.

Customers can pay invoices from the customer dashboard via PayPal or Stripe.

Customer Management in Admin Dashboard

The admin dashboard also has a client section.

Here you can create a new customer account and add its details such as phone number, email, etc.

You can also:

• Write notes about them and the project they hired you to perform
• Set invoice terms
• Set tax exemption details
• Set up recurring invoices for your clients
• Perform currency override for each client

After setting up a client, it is recommended to create additional login accounts for them so they can add their own team members. You will need to ask the customer for additional contacts needed to create additional login information. If a customer needs to reset their password, this is also the part you approve.

It is important to set notifications so that you can stay up to date on your communications with your clients and all activity related to your project.

Finally, the Admin's Client section is where you upload all the project files you're working on on your client account.

Quotes and Estimates

Customers will request a project quote by filling out the quote request form on the dashboard. Milestone and task templates allow you to customize quotes based on the specifics of your specific project. They also allow you to easily break down projects into tasks and subtasks so clients understand the cost of each step of the project.

On the quote, you will specify the deposit percentage, or down payment, that the customer should pay to get the project started, and override the currency.

Since the quote process is not static and involves back-and-forth communication with the customer, you can reorder milestones and tasks.

You also have a terms and conditions template where you can write down legally binding expectations that will be managed when the project finally launches.

Customers can accept and sign quotes from the dashboard area, recording their name, date and IP address. Once the quote is accepted, you can generate the project on the system. You can configure it to automatically generate the project upon customer acceptance.

project

Projectopia provides a system with organized workflows that automates repetitive tasks and monitors the progress of all related projects.

The project section is the main center of the project. On the project dashboard, there is a contract signing feature where customers can easily sign contracts in the dashboard client. They can choose whether they want to pay upfront or split invoices and pay by milestones.

Here you can add team members and grant them access based on their roles. You can also add multiple members to a project.

From there, you can assign each team member their milestones and tasks using milestone and task templates.

With project update timelines and task progress bars, both you and the client can easily keep track. And don’t forget you can reorder their milestones and tasks.

Another useful feature is the ability to send messages back and forth about projects.

Task

Project managers assign tasks to team members and add tasks to the team dashboard along with start and due dates. These tasks are assigned a priority and status. Tasks can be timed using jQuery timers, or times can be added manually. You can also assign tasks to clients.

In addition, this section is where task files are uploaded and task messages are exchanged. Since Projectopia has an email pipeline, replying to task messages via email is easy.

As a project manager, you can also create and manage your own tasks!

bill

The Invoices section contains form templates with multiple invoice designs so you can create your invoices and organize them how you want them to look. These forms include custom fields to help you number invoices or set up sales and other secondary taxes.

You can set reminders for when to send invoices to customers. They can be emailed as PDF or downloaded. You can also set up recurring invoices and create notifications to remind you when it's time to pay.

Customers can pay via PayPal or Stripe. You can set up partial invoice payments, and the system allows manual entry of payments, including notes about the payment and payment date.

team member

In this section you can add team members to the project and assign them roles. You can set permissions so team members can only see projects and tasks assigned to them. Team members can set up their own profiles and choose their own avatar. They can view outstanding assigned projects, tasks, tickets, and more. You can also enable a task timer for each task.

Finally, to help team members stay organized and track deadlines, milestones, meetings, and more, this section also comes with a built-in calendar.

Support Ticket

When developing a project, problems will arise that need to be solved. The support ticket system on Projectopia will help you prioritize resolving and fixing issues. It comes with forms and fields that allow you to create support tickets. It supports custom fields and uploaded files.

Admins and customers can raise support requests. Customers do this in the customer account area. Additionally, with email pipelines, support requests sent via email are automatically added to the system and tickets assigned. Support tickets from customers are sent directly to project administrators, who then assign the tickets to specific team members.

Everyone can see which team member is assigned to which ticket, the status of the ticket, and the priority of the ticket. Additionally, they can see the response for each ticket, and when the response is read, it will be indicated as "seen."

Powerful plugin ecosystem

Finally, Projectopia has an ecosystem of plugins that can be used to further extend the power and functionality of this already comprehensive WordPress project management plugin.

But that’s not all. It comes with very detailed documentation, and the website blog offers tutorials to help you quickly learn how to use Projectopia.

Projectopia is fully translatable and supports PO/MO files. It also supports the PHP gettext function. Finally, Projectopia won't interfere with your theme.

in conclusion

Projectopia's promise is to simplify the way you manage projects so everyone involved is on the same page.

If you are a small business or freelancer, Projectopia is the best choice for a project management system because you can simply install it and run it from your WordPress panel. It has all the project management tools you need to manage and deliver projects on time and within budget.

Check out some of our other project management resources on Envato Tuts:

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