Project workflow and access

Project Manager Pro extends the Project Manager add-on for teams, agencies, enterprises, and freelancers. Selected visitors can work with projects and tasks from the website frontend without needing WordPress backend access. Administrators can view all projects; other visitors see projects and tasks assigned to them, subject to their roles and permissions.

Teams can assign work, set deadlines, track progress, and coordinate around milestones. Frontend access can fit internal or distributed teams, client portals, and service projects. The project assignments and permissions you configure determine what each participant can see.

Kanban status boards and Gantt schedules

Customizable Kanban boards group tasks by status. The default columns are Open, In Progress, Done, and Overdue. Create unlimited boards, sort tasks by status, move tasks between columns with drag and drop, and add tasks while working on a board.

The interactive Gantt chart maps task dates and dependencies across a project, with subtasks shown in relation to the wider timeline. Adjust start and end dates to plan milestones and longer delivery schedules.

Time tracking, invoices, and reports

On a task, users can start, stop, or pause the time tracker. Recorded time can be reviewed as a total for each project, supporting effort tracking and client billing. Project Manager Pro can generate invoices using tracked time and project details; invoices can then be marked as paid.

Project reports, task reports, and user activity reports let administrators review project work and team activity.

Set up projects and participant access

Install Project Manager Pro, then configure projects, users, roles, and permissions for the intended process. Create or organize projects, assign tasks, and decide which participants need frontend access. For visual task planning, create Kanban boards and add the relevant tasks. For scheduled work, enter dates and dependencies in the Gantt chart.

When billing is part of the workflow, enable task timing, record project hours, and use the resulting time and project details to generate invoices. Review project, task, and visitor activity reports regularly to monitor progress and team activity.