How to Manage Files, Documents & Duplicate Projects with WP Project Manager

You can't deny the significance of managing files and documents these days. Companies from every sector, small to medium have to maintain their important files with much care. In this case, a suitable file & document management tool can be very useful for you and also for your company.

It doesn’t matter if it’s a technology company or any other business. They all make extensive use of files or documents.

In this article, we are going to show how you can manage files & documents with the WP Project Manager. And in the last part, you'll also able to know how to duplicate projects using WP Project Manager Recurring Task.

Before jumping, let's know about how easy to manage projects in the WordPress platform.

Managing Projects in the WordPress Ecosystem

File & Document Management tool
Managing Project Using Project Manager

However, managing projects is always very tough. But in the WordPress ecosystem, you'll manage them with ease no matter which industry your business is dealing with.

We all know that WordPress is growing very fast. Currently, 34% of all the websites across the world are built with it. And it also provides solutions to different problems in the form of plugins.

With that said, it also comes with a project management solution. For these reasons, people are switching their taste in this popular CMS(Content Management System) as a project management tool.

In addition, while managing projects, you may find difficulties in other sectors. In that case, WordPress with its unlimited plugins will let you do every task with the blink of an eye.

Related topic: ‘Successful Project Management Example

Why Managing Projects are Important for Business?

If you manage each and every project properly, then surely the revenue of your business will grow faster. It's simple. Isn't it? Then whats more!

Let's know how it facilitates you in business:

  • Increase activity and time concerning
  • Scheduling tasks and projects in time
  • Creating a deadline to speed up workflow
  • Easy to see all the tasks along with co-workers
  • Easy to create tasks in a short time

In the next part, we're going to show how you can manage files and documents using WP Project Manager.

How to Manage File and Document with WP Project Manager

You can manage your important files, document, images and other important files with WP Project Manager. So you can able to create and add files, documents, save links of web pages and more.

Requirements

Let assume you have already installed both the WordPress and Project Manager. Now, let's get started with file, folder, document, and project management:

Step 1: Uploading Files or Doc

This is a very easy process. You just need to follow the steps. That's it.

To do that:

  • Navigate to WP Admin>Project Manager>Project
  • Select ‘Files
  • And, here you can ‘Create Folder‘, ‘Upload a File‘, ‘Link to Doc‘ and ‘Create a Doc‘.
File & Document Management tool
File Dashboard

After clicking on ‘Upload a File‘ button, you'll get a window like the following:

File & Document Management tool
Attaching a File

From here, you easily attach a file from your computer. It's that easy!

Step 2: Creating a Folder

This process is also like the earlier section.

To do that,

  • Click on ‘Create a folder‘ Button
  • A pop-up will appear. You'll be asked to put the folder name
  • You can also make this private
  • Finally, click on the ‘Create a folder‘.
Folder Management with WP Project Manager

After creating folders you'll able to see them in a sequence. Like the following screenshot:

Documentation management
All created folders

Step 3: Adding Sub-Folder

You can also add a sub-folder inside the root folder. It's the same process as we showed in the earlier section.

Adding Sub-folder

By the way, you can add ‘doc files‘ and ‘link doc‘ files, ‘Commenting on a folder or doc‘ in the same process. See the documentation to know the full process.

In the next section, we'll show how you can duplicate your projects using WP Project Manager Recurring Task.

How to Duplicate Your Project with WP Project Manager

Sometimes you need you duplicate your projects in terms of saving times. This is very helpful to manage projects for your employees and the company as well as. So, WP Project Manager lets you do this in a very smart way.

Let's get into the tutorial:

With WP Project Manager Pro 2.0.8, users can duplicate any project with ease. And the interesting part is, after duplicating a project, tasks under the project will be also duplicated.

Duplicating Projects

To do that, go to WP Project Manager>Projects and choose the project that you want to duplicate. Next, click on the top right corner dot button.

Choosing a project for duplicating
  • Click on the ‘Duplicate‘. And it will appear on the screen.
Click on the duplicate button
  • Finally, your project is ready. From here you will be able to see the tasks and sub-tasks under the project.
Project Duplications

How To Set Recurrence in Projects Using Recurring Task

Though it is an amazing file & document management tool for managing files or doc in a very sequential way. You can easily schedule tasks using the Recurring Task Module,

It'll not only save your time but also will help you automatically create tasks every day on your expected time. Moreover, this is a pro feature, so you will have to use the business version of the WP Project Manager.

Okay, without further ado, let's jump into the discussion:

Step 1: Activating The Module

To activate the module:

Navigate to WP Admin Dashboard → Project Manager → Modules → Activate the Recurring Task

How to activate recuring Module
Recuring Module

Step 2: Setting Up Recurring Task

Next, go to the duplicated project that you created earlier. And then there you'll get the task under the project. However, you can add more tasks there.

Recurring Task

After clicking on the ‘recurrence button', a popup window will appear. Here you can see the following things:

  • Repeat: How (Weekly, Monthly and Annually) you want to get it.
  • Repeat Every: You can set it for 1 week to 3 weeks. You can deactivate the particular day by clicking on the green button.
  • Expires: Here you'll able to set expiry date, You cans set it, on a date and on occurrence.
  • Duration: Giving Duration, you can increase the recurring task scheduling time.
File & Document Management tool
Scheduling Tasks

After giving all the information, just enjoy recurring task scheduling using WP Project Manager.

File & Document Management tool
Final Scheduling by Recurring Task

Okay, this the whole process. Hope you enjoyed the full process. That's It!

Final Thought

Using a file & document management tool for a company can be very effective. Because it removes all the hurdles to manage the important files and docs. So as an owner, you must consider and think twice if you really don't want to lose any important official files.

So, we can say WP Project Manager can be the ideal file & document management tool and also for managing projects smartly. Finally, if you have anything to share, let us know in the comment section below.

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Nahid Sharif
Written by

Nahid Sharif

He is currently working on various online services like blogging, marketing, and content writing. Besides he gets interested in various tech-related gossips and WordPress products. Like to play guitar and travel in his leisure time.

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