Getting started with ProWorkflow begins by being familiar with the tool, and using our key feature to do with Projects.
Adding a project is simple and acts as the foundation for adding Project Tasks, and tracking time against a project.
If you would like to add a new Project, follow these steps:
- Click on the 'Projects' tab in the upper navigation
- Click the Green + icon
- Click 'Project'
- A window should appear where you can enter your Project details such as Client, Title, Category, Start Date. Click through the tabs to add a Project Description, Assign Project members, and insert a Task Template
- Click 'Done' or 'Finish Now' to add the Project