Wish to streamline the way you handle shopper initiatives?
Efficiently delivering initiatives on time is all about being organized and chopping out obstacles to effectivity. For this to occur, everybody concerned should be on the identical web page.
Right here is the place Projectopia is useful!
Projectopia is without doubt one of the finest mission administration plugin for small companies and freelancers who use WordPress. What makes it excellent is you can handle initiatives immediately out of your WordPress admin.
Projectopia presents a collaborative setting the place groups concerned within the mission will be on the identical web page. This implies shoppers, mission managers, and mission groups know what’s going on with the mission always.
How does this work?
- A standard portal is created for every mission.
- This portal turns into a collaborative setting the place each side of the mission is in a single place: communications, planning, execution, supply.
- It’s accessible to everybody concerned within the mission: shoppers, mission managers, and mission groups.
What occurs inside this portal that’s devoted to the mission?
- communication between stakeholders
- targets and targets are agreed upon
- duties are assigned
- adjustments within the mission are communicated, agreed upon and accredited
- progress is monitored
- invoices are issued
- funds are made
With Projectopia, you may create limitless initiatives, for limitless shoppers, with limitless customers on the system directly.
Strive the dwell demo and see for your self!
Strive the Reside Demo
Earlier than we go into an in depth have a look at Projectopia’s options, here’s a abstract:
- workflow management
- role-based group members
- shopper dashboard
- mission and milestones
- quote and estimates
- type builder
- duties with timers
- automated invoicing
Putting in Projectopia
You may simply set up this plugin by following this course of:
- Go to your WordPress web site, and click on on the Plugins part.
- On the precise facet nook, click on on Add Plugins and search Projectopia. You’ll find the Projectopia plugin in search outcomes. Simply click on on Set up after which activate it.
You’re all set! Now you can simply handle your workflow management in addition to the shopper’s invoices too. You may unlock all its wonderful options by shopping for an everyday and prolonged license.
Projectopia is the best plugin that will provide you with an environment friendly and efficient system that can make managing all elements of your mission a breeze.
Let us take a look at the core Projectopia options:
There are two elements to the shopper administration module on Projectopia: the Shopper Dashboard and the Admin Dashboard.
The Shopper Dashboard
Shoppers are supplied with their very own space the place they’ll entry and comply with progress of the mission. Right here they’ll see all info regarding the mission for instance the mission timeline, updates, monetary, milestones, duties and information which they’ll obtain as PDFs. They will be capable to view all quotes, invoices, initiatives, duties and assist tickets.
Shoppers can arrange their very own alert and notification and even customise them. They may obtain alerts on the dashboard. Alerts guarantee they do not miss something new. These are helpful every time there may be any message concerning the mission. They’ll arrange dashboard alerts for quotes, initiatives, invoices and assist tickets.
Projectopia has a built-in system of notifications to verify nobody concerned in a mission misses something.
Right here is how the alerts or notifications will seem on the shopper dashboard.
If the shopper has a group assigned to the mission, they might be your factors of contact. The shopper merely wants so as to add group members. The members will be capable to login utilizing their very own passwords.
The dashboard does not must be boring and uninspiring. They’ll spruce it up and make it their very own by way of engaging themes offered by Projectopia or they’ll merely add a theme of their very own. They’ll go additional and personalize the dashboard by including their bodily tackle, e mail, picture, and picture. The login space will be branded with their brand, colours, and so forth.
The shopper pays for invoices from contained in the shopper dashboard by way of PayPal or Stripe.
Shopper Administration within the Admin Dashboard
The Admin Dashboard has a shopper part as properly.
That is the place you to create new shopper accounts and add their particulars like cellphone numbers, e mail and so forth
You can even:
- write notes about them and the mission they employed you to do
- set invoicing phrases
- arrange tax exclusion particulars
- arrange recurring bill in your shopper
- execute forex overrides for every shopper
After you have arrange a shopper, it is advisable to create further logins for them to allow them to add their very own group members. You will have to ask shopper for extra contacts that will probably be required to create further logins. And if the shopper wants a password reset, that is additionally the part the place you approve it.
Establishing notification so you may preserve updated on communications between you and your shoppers and all actions associated to the mission is essential.
Lastly, the shopper part of the admin is the place you add all ongoing mission information on the shopper account.
Quotes and Estimates
Shoppers will ask for a mission quote by filling the quote request type from their dashboard. The milestone and process templates help you customise the quote based mostly on specifics of a specific mission. Additionally they make it simple so that you can break down the initiatives into duties and subtasks for the shopper to see what every step of the mission will value.
On the quote type you’ll specify the deposit proportion or down fee the shopper ought to pay for the mission to start and in addition override forex.
As a result of the quote course of will not be static however includes forwards and backwards with shopper, you may reorder milestones and duties.
You even have phrases and circumstances template the place you write out legally binding expectations that can govern the mission when lastly will get going.
Shoppers can settle for and signal quotes from their dashboard space with their identify, date, and IP tackle recorded. As soon as quotes are accepted you may generate the mission on the system. You may configure this to generate the mission routinely upon the shopper accepting.
Projectopia supplies a system with an organized workflow that automates repetitive duties and screens progress of all initiatives concerned.
The mission part is the primary hub of the mission. On the mission dashboard, there’s a contract signing characteristic for shoppers to signal contract simply on the shopper facet of the dashboard. They’ll select whether or not they need to pay up entrance or cut up the bill and pay per milestone.
You and the shopper will be capable to see monetary tables with milestones and price and funds made and acquired. Additionally it is the place you assign duties to a shopper or you may assign duties internally to your individual group.
Right here you may add group members and provides them entry based mostly on their position. You can even add multiples members to a mission.
From there you may you should utilize the Milestones & Duties template to assign every group member their milestones and duties.
Holding monitor—each for you and the shopper—is simple due to mission replace timeline and process progress bars. And do not forget you may reorder their milestones and duties.
One other helpful characteristic is that messages on the initiatives will be despatched forwards and backwards.
The mission supervisor assigns duties to group members and provides duties to the group dashboard with begin dates and deadlines. The duties are assigned precedence and standing. Work on duties will be timed utilizing JQuery timers or you may add time manually. Additionally notice, you may as well assign duties to shoppers.
As well as, this part is the place process information are uploaded and duties messages are exchanged. As a result of Projectopia has e mail piping, it simple to answer to process messages by way of e mail.
As a mission supervisor, you may create and handle your individual duties too!
The bill part has type templates with a number of bill designs so you may create your bill, arrange the way you need it to look. The shape templates with a number of bill designs. The kinds embody customized fields that will help you quantity your invoices, or arrange gross sales tax and different secondary taxes.
You may set reminders for when invoices are to be despatched out to shoppers. They are often despatched by e mail as PDF. They can be downloaded. You can even setup recurring bill. You may create notification to provide you with a warning when a fee is made.
Shoppers pays by PatPal or Stripe. You may arrange partial bill fee. The system permits for handbook fee entry together with notes concerning the fee and fee date.
That is the part the place you add group members to the mission and assign them roles. You set permission to see solely initiatives and duties they’re assigned. Group members can set their very own profiles and select their avatar. They’ll view excellent assigned initiatives, duties, tickets, and so on. There’s additionally process timer you can allow for every process.
Lastly, to assist group members keep organized and preserve monitor of deadlines, milestones, conferences, and so forth, this part can also be outfitted with a built-in calendar.
When engaged on a mission, points will come up that have to be fastened. The assist ticket system on Projectopia will provide help to prioritize how the problems are addressed and stuck. It’s outfitted with kinds and fields that help you create a assist ticket. It helps customized fields and importing information.
The admin and shoppers can increase assist tickets. Shoppers do that on the shopper account space. Additionally, due to e mail piping, assist requests despatched by way of e mail are automated added into the system and assigned tickets. Help tickets from shoppers go straight to the mission admin who then assigns the tickets to specific group members.
Everybody will be capable to see which group member is assigned what ticket, standing of the ticket and precedence degree given to the ticket. As well as, they’ll see response for every ticket and when the response has been learn, it is going to be indicated as seen.
Strong Ecosystem of Add-ons
Lastly, Projectopia has an ecosystem of add-ons that can be utilized to broaden additional the performance and capabilities of this already complete WordPress mission administration plugin.
However that is not all. It comes with the very detailed documentation and the web site weblog has tutorials that get you on top of things on methods to use Projectopia.
Projectopia is totally translatable and helps PO/MO information. It additionally helps PHP
gettext features. Lastly, Projectopia is doesn’t intervene together with your theme.
The promise of Projectopia is to streamline the way you handle initiatives so that everybody concerned can actually be on the identical web page.
Should you’re a small enterprise or freelancer, Projectopia is be your best option for a mission administration system since you simply want to put in and run it out of your WordPress panel. It has all mission administration instruments it is advisable to handle and ship initiatives on time and inside finances.
Take a look at a few of our different mission administration assets on Envato Tuts+: