How to Start Effective Team Management in WordPress for Multiple Projects

How to Start Effective Team Management in WordPress for Multiple Projects

It is true that WordPress can ensure you the easy, effective and effortless experience for running your website via their user-friendly interface. This kind of ease of use makes many of you believe that you can handle and manage all the things on your site personally. Maybe you can in the early stage, but with the growth of your site, it can be difficult and energy-consuming for you to stay on top of every aspect. In this case, you may want to hand over some tasks or responsibilities to other people with a newly established team management system. This way, you can enjoy the below benefits.

  • Increase the working efficiency and grow your site quickly.
  • Save your energy and time.
  • Ensure that the tasks are finished by some experts and you can focus on what you are good at.
  • Achieve the unified working environment for the better collaboration and interaction.

If you are in this situation, you can leverage plenty of WordPress plugins to handle your working teams. In the following, we’d like to introduce the utilization of a special plugin, with which you can start effective team management in WordPress within the minimum fuss.

Decide the User Role for the Co-workers

Before utilizing the WordPress plugin, you firstly need to make sure that the right co-workers have the right permissions. For instance, a one-time contributor cannot bear the same responsibility as that of a full-time team member, and the common member cannot have the same ability as that of the team leader.

With the default installation of WordPress, there are 6 roles that can be assigned to all the website users. After learning their pre-defined power and rights in this codex page, you can start allocating the appropriate and proper user permissions to your team members.

Utilize the WP Project Manager Plugin

For the easy management of your WordPress team, we think the WP Project Manager plugin is a good option to try. To use it, you firstly should finish its general settings and email settings.

General Settings

To better explain the projects, you need to upload some files in most cases. Here, to avoid the exhaustion of server resources, you need to limit the file size based on megabytes. Besides, you’d better enter a proper number to determine how many projects can be showcased on each page. Note that “-1” means unlimited.

You need to showcase the to-do list to effectively allocate the tasks for your working team. Here, you can choose the to-do list style along with how many lists to be shown on each page.

In addition, you should select which user roles have the right to manage and check all the available projects and which can create some new projects.

General Settings

Email Settings

In this part, you firstly need to make sure that the “From Email” field is filled with the right email address and determine the email type of the plain text or the HTML message.

If you want to send the copy of the email secretly, do not forget to enable the BCC function.

Email Settings

Create A New Project

Now, you can create your project by clicking the Projects button. Then, you need to hit the New Project button.

Here, you need to give your project a name and enter the details about this project for the further explanation. If you have multiple projects to handle, you’d better create some clear categories by pressing the Categories button and categorize each project.

After that, you should decide the team members to handle this project. No matter how many members you assign, you need to decide one of them as the Manager and the rest as the co-workers. In addition, unless in some special occasions, you’d better notify all the co-workers of the starting of this project.

Create A New Project

Now, you can click the Add New Project button.

Enter Details into the Project & Assign Tasks to Team Members

Now, you can decide what to do for this project. Here, this plugin allows you to add the discussion, display the to-do list, add the milestones and upload files. In this case, the team members can share the resources, check the progress and communicate with each other.

Firstly, you can add the discussion that is open, for a group only or even the private one. As the admin, you have the right to moderate each discussion.

Here, you can click the Add New Discussion button. After that, you should enter the title and the detail of the discussion message. If you want, you can also attach some files from your local computer.

Lastly, you need to decide who can participate the discussion by notifying all the team members or some of them.

Add New Discussion

Then, you only need to click the Add Message button.

As for the to-do list, you can click the Add New To-do List button, and then, enter the list title and details. After that, hit the Add List button.

Add New To-do List

Next, you need to partition each task to each member by entering the task requirement, decide the due date and choose the working team members.

Add To-do List Tasks

If they finish the to-do task, you can tick the checkbox before the particular task. In addition, both you and the team members can discuss this task for praising or commenting on the completion.

To-do List Progress

The last step is to add one or more milestones for your project, which indicate different stages of this project and tell team members the final date to complete each phase. To do this, you only need to click the Add Milestone button, enter the name and details and determine the due date.

Add Milestone

Now, you and the team members can check the overview of this project to know who should do what thing at which time.

Project Overview