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Using the Business Manager Plugin in WordPress
5 Minutes, 18 Seconds to Read
If you have multiple users working out of the same WordPress website, the Business Manager WordPress plugin may help you keep track of your various projects as well as other business needs such as HR, client management, and file sharing. In this article we will discuss the features of the Business Manager plugin and provide a scenario where this plugin can be used effectively.
Topics Include
HR Management
Client management, project management, document management.
- Scenario: Managing a Project with Business Manager
One of the primary features of the Business Manager plugin is the ability to store and organize user-specific information to assist with the management of Human Resources (HR). This information can include the following:
- Personal Information – Name, Location, Job Title
- Contact Information – Email Address, Phone Number, or Physical Mailing Address
- Documents – Applications, Resumes, Employee Forms
The plugin also allows users to directly request and approve leave from the WordPress dashboard. For evaluation purposes, Business Manager supports performance reviews for transparent, easily accessible feedback. Instead of using a separate HR management system, the Business Manager plugin puts it all in one convenient location.
In the same way that Business Manager can be used to manage HR needs, it can also be used to keep track of client information. The following client information can be managed:
- Name and Business Information
- Client Status
- Contact Information
By managing your client information using the Business Manager plugin you can keep all of your important data accessible right from the WordPress dashboard. Rather than using separate spreadsheets or other solutions to keep track of client data, you can use this plugin to consolidate your business information resources.
In addition to helping you manage employee and client information, the Business Manager plugin offers a number of features that can help with project management. Here are a few of the features that make this plugin useful for managing WordPress projects:
- Assign Projects to Users
- Create Custom Statuses
- Track Progress
- Drag-and-Drop Kanban Boards
- File Storing and Sharing
While there are a number of project management plugins available for WordPress, Business Manager is unique in that it supports a kanban board. A kanban board is a project management tool that visually displays ongoing projects and tasks in a board-like format.
While kanban boards can be customized to suit individual project workflows, they generally consist of 3 or 4 sections, each representing a different step in the overall project progression. For example, a kanban board might have 4 sections representing the following steps: Ready For Work, In Progress, In Review, Completed . A properly organized kanban board will place projects and related tasks in the appropriate category, providing a visual overview of the overall status of the project or projects.
Since Business Manager supports file uploads, it also possesses a comprehensive document management system. This is useful for uploading project instructions, supplemental documents, and feedback forms. The document management system supports the following features:
- Upload Any File Type Supported by WordPress
- Revision Tracking
- Assign Documents to Users
While there are a number of file sharing and document management solutions such as Google Drive and Dropbox, using Business Manager for document management allows you to upload and manage documents in the same location as your live WordPress posts. This can streamline your overall content production process by keeping all relevant documents in one location.
Scenario: Creating a Project in Business Manager
To help you visualize how you can use the Business Manager plugin for project management, we will discuss a scenario where we need to create a new project in the Business Manager plugin and add related tasks. In this scenario, the new project will be assigned to the user named “John” for the client “WordPress Content Coordinator”, and consist of three tasks for writing three different WordPress posts. This project will be given a month for completion, starting on May 15, 2022.
- After installing the Business Manager plugin , you can access the plugin’s dashboard by clicking on Business Manager in the left-hand navigation menu of the WordPress dashboard.
- In the Business Manager dashboard, navigate to the projects section and click View Projects .
- In the Projects menu, click New Project to create a new project.
- On the next page you will enter the details of your new project, including the name of the project. For our scenario, we will name the new project “ New WordPress Project ”.
- After entering the title, you can assign the project to a specific user and client by selecting them from the drop-down menu. Before you can do this you will first need to add users and clients to the Business Manager interface. For the purposes of our scenario, we will assign the project to the user “ John ” and the client “ WordPress Content Coordinator ”.
- After assigning a user and client, you can specify a start date and end date for the project. In our example we will enter 5/15/2022 as the Start date and 6/15/2022 as the End date. This reflects the timespan that is projected for completion of the project.
- After specifying the dates, you can create tasks that will be categorized under this overall project. To create a task, click Add Task in the tasks section.
- A menu should appear, prompting you to input task details such as title, notes, start dates, and due dates. Once done, click Save Task to save the task to the project. In our scenario we will do this three times, once for each WordPress post included in the project. These tasks will be named “ Post 1 ” “ Post 2 ” and “ Post 3 ” and given due dates one week apart from each other. By dividing the tasks in this way, all project goals will be accomplished by the end of the overall project due date.
- Once you’ve finished making changes to your new project, click Save Project to finish the process and save the project to your Business Manager dashboard. You should now have a project labeled “ New WordPress Project ”, assigned to user “ John ” and client “ WordPress Content Coordinator ” with three tasks and a month-long project timeline.
Congratulations, you now know how to create a project in the Business Manager plugin!
Finding the Right Project Management Solution
While Business Manager provides a number of features for project management and much more, you may want to review the other project management plugins such as WP Project Manager for an alternative.
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WordPress ERP, HR, CRM, and Project Management Plugin – Business Manager
- Development
Description
Business Manager is a WordPress plugin for ERP, HR, CRM, and Project Management. It allows you to easily manage your employees, projects, clients, documents, and more. Transform an ordinary WordPress installation into an ERP and Business Management system.
Human Resources
At the heart of Business Manager is an HR management system that allows you to keep detailed employee records:
- Store personal and contact details along with your employee’s job title, status, start and finish dates, and more.
- Attach notes and store important files (applications, resumes, contracts, etc.) and documents directly on an employee’s record.
- Easily manage, approve, and deny leave requests submitted directly by your employees through their Business Manager accounts.
- Create performance reviews for each employee with ratings, breakdowns, and more for your employees.
Client Management & CRM
Manage all of your clients, leads, and their staff’s contact information:
- Record the name and business details of your clients and leads.
- Assign a status to each client for a very simple CRM and sales system.
- Save an unlimited amount of contact information for each of your clients.
- Keep client notes and files (documents, contracts, etc.) for a permanent record of your interactions.
Project Management
Business Manager has a robust project management system to help you keep your employees organized as they serve your client’s needs:
- Assign projects to employees and clients for better communication.
- Create special types and statuses to keep your projects organized.
- Track progress and timelines so everyone knows how far along your projects are and when they are due.
- Manage individual project tasks with advanced drag and drop kanban boards.
- Keep detailed notes on your project as it goes through development for all assigned employees to see.
- Store important files and documents for your project as it progresses.
Document Management
Store all of your company’s frequently used documents and files:
- Upload any file type supported by WordPress (images, word processor files, PDFs, etc.).
- Track changes with a built-in, simple document versioning system by recording the employee, date, and version.
- Assign documents to departments and keep detailed notes for all employees to see.
WordPress ERP
Combining all of the features of Business Manager offers a simple and easy-to-use WordPress ERP system for your business. While most ERP systems are complex, Business Manager offers a better solution for companies with simple needs. Avoid the bloated feature sets of your typical ERP system and get started in minutes, today, with Business Manager. You’ll have human resources tools, project management, document management, and a way for your employees to work better and faster.
- Asset Manager Easily track assets and their purchase date, purchase price, warranty information, service information, location, notes, and more.
- Contractors Store multiple pieces of personal and employment information for each of your company’s contract workers.
- Custom Fields Add your own custom fields to Employees, Projects, Clients, Reviews, Leave, Documents, and other extension types.
Visit Our Website to Learn More
Please visit the Business Manager website for more information about our ERP WordPress plugin:
- Documentation
- Coming Soon
Screenshots
Does Business Manager have a front-end component?
No, Business Manager is built to be an admin-side only plugin. There are currently no plans to introduce any front-end functionality.
Can employees have their own accounts?
Absolutely, your HR department or staff can create individual logins for each of your employees. You can even restrict what parts of Business Manager they have access to. You can learn more about how this system works at our site: Employee Login Accounts and Access
Does Business Manager offer Kanban boards?
Yes, each Project you create comes with a simple three-column kanban board. You can use Busines Manager for most common project management and task management needs.
Are there CRM capabilities built into Business Manager?
You can use Business Manager to track clients with custom status settings and detailed notes. Combining these two features together is one of the easiest ways to start building a simple CRM system inside of WordPress.
Can I disable some features of Business Manager?
Yes, you can disable any of the sections of Business Manager you don’t need by going into the plugin’s “General” settings. Business Manager is a very flexible ERP solution for WordPress.
Can I change the names of the features?
Yes, each of the features has its own section in the settings where you can change labels and names.
Does Business Manager support WordPress Multisite?
No, at this time we are not offering support for WordPress Multisite installations.
Thoughfully Developed
Perfect plugin, yeah!
high potential plugin
Very clean and very powerful
NECESITO CAMBIAR EL IDIOMA AL ESPAÑOL
Great Plugin
Contributors & developers.
“WordPress ERP, HR, CRM, and Project Management Plugin – Business Manager” is open source software. The following people have contributed to this plugin.
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Fixed fatal PHP error. Fixed root rest api url for the calendar.
Basic Employees Leaves Calendar View added.
- Added the ability to assign multiple reviewers to an employee review.
- Fixed a bug where user assignments were not visible on the dashboard lists.
- Miscellaneous bug fixes.
- Fixed the upgrade script to fix the missing project assignments.
- Bug fix for notice on the projects page.
- Added an option to add multiple employees to a project.
- Dashboard improvements.
- Updated CMB2
- Interface changes for Business Manager Extensions.
- Interface changes to make Saving and Trashing information clearer.
- Added “Status” to Clients. You can now filter on this taxonomy as well.
- Reworked the Clients list.
- Reworked the Projects list.
- Added new address fields for Employees.
- Added new address and tax ID fields for Clients.
- Improved the Tasks interface.
- Bug fix for handling pluggable functions.
- Bug fix for CMB2 Conditionals conflict with WooCommerce Variable Products.
- Miscellaneous bug fixes for Employee Login Accounts and Access.
- Behind-the-scenes changes to make future extensions easier to develop.
- New Employee Login Accounts and Access feature. Learn more at https://bzmngr.com/docs/employee-login-accounts-and-access/
- Now requires at least WordPress 5.0 and PHP 7.2.
- Version: 1.5.6.2
- Last updated: 6 months ago
- Active installations: 800+
- WordPress Version: 5.0 or higher
- Tested up to: 6.0.3
- PHP Version: 7.2 or higher
- Language: English (US)
- Tags: business management crm ERP HR project management
- Advanced View
Contributors
Issues resolved in last two months:
View support forum
- WordPress ERP, HR, CRM, and Project Management Plugin – Business Manager
WordPress ERP, HR, CRM, and Project Management Plugin – Business Manager
WordPress ERP, HR, CRM, and Project Management Plugin – Business Manager
Screenshots.
Business Manager is a WordPress plugin for ERP, HR, CRM, and Project Management. It allows you to easily manage your employees, projects, clients, documents, and more. Transform an ordinary WordPress installation into an ERP and Business Management system. Human Resources At the heart of Business Manager is an HR management system that allows you to keep detailed employee records: Store personal and contact details along with your employee’s job title, status, start and finish dates, and more. Attach notes and store important files (applications, resumes, contracts, etc.) and documents directly on an employee’s record. Easily manage, approve, and deny leave requests submitted directly by your employees through their Business Manager accounts. Create performance reviews for each employee with ratings, breakdowns, and more for your employees. Client Management & CRM Manage all of your clients, leads, and their staff’s contact information: Record the name and business details of your clients and leads. Assign a status to each client for a very simple CRM and sales system. Save an unlimited amount of contact information for each of your clients. Keep client notes and files (documents, contracts, etc.) for a permanent record of your interactions. Project Management Business Manager has a robust project management system to help you keep your employees organized as they serve your client’s needs: Assign projects to employees and clients for better communication. Create special types and statuses to keep your projects organized. Track progress and timelines so everyone knows how far along your projects are and when they are due. Manage individual project tasks with advanced drag and drop kanban boards. Keep detailed notes on your project as it goes through development for all assigned employees to see. Store important files and documents for your project as it progresses. Document Management Store all of your company’s frequently used documents and files: Upload any file type supported by WordPress (images, word processor files, PDFs, etc.). Track changes with a built-in, simple document versioning system by recording the employee, date, and version. Assign documents to departments and keep detailed notes for all employees to see. WordPress ERP Combining all of the features of Business Manager offers a simple and easy-to-use WordPress ERP system for your business. While most ERP systems are complex, Business Manager offers a better solution for companies with simple needs. Avoid the bloated feature sets of your typical ERP system and get started in minutes, today, with Business Manager. You’ll have human resources tools, project management, document management, and a way for your employees to work better and faster. Extensions Asset Manager Easily track assets and their purchase date, purchase price, warranty information, service information, location, notes, and more. Contractors Store multiple pieces of personal and employment information for each of your company’s contract workers. Custom Fields Add your own custom fields to Employees, Projects, Clients, Reviews, Leave, Documents, and other extension types. Visit Our Website to Learn More Please visit the Business Manager website for more information about our ERP WordPress plugin: Documentation Extensions Coming Soon Support
WordPress ERP Business Manager
WordPress ERP + CRM Business Management Plugin
Business Management for WordPress
Centralize your business data with the all-in-one WordPress business management system.
What is Business Manager?
A complete HR & Business Management System for WordPress.
Business Manager is a free WordPress plugin that transforms an ordinary WordPress installation into a complete HR & Business Management System for WordPress. It allows you to keep employee records, approve or deny leave requests, carry our performance reviews, manage client data, straightforward project management, document repository & versioning plus heaps more.
HR Management
Managing your employees has never been easier. Keep complete employee personnel files, track employee leave, run performance reviews, assign to departments, save notes, upload employee documents and more.
Client Records
Business Manager is a complete client management system. Add website & contact info, logo, upload documents, save notes & even keep a complete record of all staff members from all departments.
Project Management
Manage your project timelines and ensure that everybody is on the same page. You can track project progress, start and finish dates, estimated & actual hours, upload files, assign to any employee and more.
Document Versioning
Keep your business documents & templates organized with a full document versioning system. Documents can have unlimited versions, dates, who uploaded it and can also be assigned to departments.
Do more with extensions
Supercharge Business Manager with a range of extensions.
Atlassian Jira and Jira Plugins
Jira credits
License information for jira, jira 038ca591.
Copyright © 2002 - 2023 Atlassian Corporation Pty Ltd.
The use of this product is subject to the terms of the Atlassian End User Agreement , unless other specified therein.
This product includes software developed by the Apache Software Foundation .
This product also includes code written by other third parties.
License Information for Jira Plugins
Jira service management application 3.3.0-od.
Copyright © 2002 - 2018 Atlassian Corporation Pty Ltd.
The use of this plugin is subject to the terms of the Atlassian End User Agreement , unless other specified therein.
This plugin includes software developed by the Apache Software Foundation .
This plugin also includes code written by other third parties.
Additional details regarding these and other third party code included in this plugin, including applicable copyright, legal and licensing notices, are available in the "licenses" directory inside the plugin.
Copyright © 2002 - 2013 Atlassian Corporation Pty Ltd.
The use of this plugin is subject to the terms of the Atlassian End User Agreement, unless other specified therein.
This plugin includes software developed by the Apache Software Foundation.
- Documentation
- Submit a Ticket
- Affiliate Area
- Business Manager and Staff Member Login
Notice: This feature is only supported in Business+ edition.
Two new user roles are introduced in this plugin: Staff Member and Business Manager. Normally you should assign the business manager the role of ‘Business Manager’ and assign service providers the role of ‘Staff Member’.
Your service providers can log in WP Admin by themselves. When a person with the role staff member logs in, he can only view his own appointments. To use Staff Member Login function, you need first specify an email address for each service provider in service provider page.
Then create a user for each service provider and make sure the user shares the same email address with your service provider. Assign the user the role of Staff Member.
When a service provider logs in, only limited pages are visible.
In calendar page, only appointments of the given service provider are listed.
And this service provider can manage his own work schedule.
Similarly you can create a user and assign him the role of ‘Business Manager’.
If you want to change the capabilities of these two roles, please first install the plugin ‘User Role Editor’. You can edit the capabilities with this plugin.
Table of Content
- Get started
- General Settings
- Email Notification
- Customize Booking Form
- Returning Customer Support
- Receive Auto Updates
- Calendar Sync
- Accept Prepayment with Paypal
- Add a public calendar
- WooCommerce Integration
- Shortcode List
- How to find hooks
IMAGES
VIDEO
COMMENTS
In this article we will discuss the features of the Business Manager plugin and provide a scenario where this plugin can be used effectively. One of the primary features of the Business Manager plugin is the
At the heart of Business Manager is an HR management system that allows you to keep detailed employee records. Please visit the Business Manager website for more information about our ERP WordPress plugin
WordPress ERP, HR, CRM, and Project Management Plugin – Business Manager 1.5.6.2. WordPress ERP, HR, CRM, and Project Management Plugin – Business Manager 1.5.5 2022-11-05 18:20:24+00:00 probably-ok
Business Manager is a WordPress plugin for ERP, HR, CRM, and Project Management. Human Resources At the heart of Business Manager is an HR management system that allows you to keep detailed employee records
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Simple Business Manager allows you to manage your company, track invoices and keep finances in order. Upload the “simple-business-manager” folder to the “/wp-content/plugins/” directory
The use of this plugin is subject to the terms of the Atlassian End User Agreement, unless other specified therein. This plugin includes software developed by the Apache Software Foundation
Business Manager and Staff Member Login This feature is only supported in Business+ edition. Two new user roles are introduced in this plugin: Staff Member and Business Manager