Projects are the main blocks of project management and allows you to group tasks together, follow progress, discuss project related details and view the progress easily by a quick look. Creating Projects You can create a new project by clicking on the Quickmenu button…
Categories allow you to separate and manage projects and tasks even further. Creating Categories You can create a category by going to Zephyr Project Manager > Categories and clicking on the New Category button. This will open a popup for you to add the…
The calendar allows you to view projects that are due and upcoming from a glance and allows you to go back and forth in time to see what needs to be done. You can switch the view between either Month, Week or Today. Completed tasks will be displayed as green and…
The File Manager allows you to view, manage, download and delete files and attachments from all projects and tasks in one page. You can filter projects by project, by clicking on the project name in the left sidebar. You can also upload a new file by pressing on…
The Teams and Members page can be found under Zephyr Project Manager > Teams and Memebers and provides an overview of all the members and their profiles as well as their progress. It displays the amount of projects their involved in, the amount of completed tasks…
Custom User Roles There are four custom Zephyr WordPress roles added when installed and the roles can be set from the user settings: ZPM Administrator ZPM Manager ZPM User ZPM Frontend User Permissions You can set the permissions and capabilities for each user role by…
Creating users: ZPM users can either be users created through WordPress or through the frontend manager option, which allows you to create users quickly and efficiently (and is only available to administrators). You can find a guide on how to create users for…
Note: This feature is only available in the Pro version) Custom Fields allow you to customize your tasks to your project needs by allowing you to define custom fields and field types and adding them to your tasks. Creating Custom Fields To create a custom field,…
Zephyr Project Manager Pro allows you to create detailed project progress reports to view, print or download as a PDF. Creating a progress report To create a progress report, navigate to Zephyr Project Manager > Reports. Click on the Generate Report button…
The Activity page allows you to see at a glance what users have been up to, when tasks were completed, who removed certain tasks or projects and more. It will display activities grouped by the day and display the time and user as well. The following events are…
Tasks: List of all tasks: You can list all tasks by using the following shortcode: [zephyr_task] Single Task: To display a specific task based on the task ID, you can add the ‘id’ attribute as shown below: [zephyr_task id=”1″] List project tasks: To display a list of…
To create the Frontend Project Manager page: Create a WordPress page that you would like to use as the Frontend Project Manager page by navigating to Pages > Add New. Once created, navigate to Zephyr Project Manager > Settings > Frontend Settings and enable…