Getting Started – Admin Guide
| Standard | Professional | Advanced | |
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This article will help you get started with ProWorkflow, you'll soon be managing projects with ease!
We have various video guides available which are the quickest way to get started but if you are on a slow connection or prefer written instructions then just follow this easy guide!
Logging in for the First Time:
- Go to your ProWorkflow portal (the URL will be in the email with your username and password).
- Enter your username and password
- Check the "Stay logged in!" option to stay logged in for 8 hours
- Click LOGIN
Setup Assistant
When you first log-in, the Setup Assistant will launch and guide you through basic customisation of ProWorkflow, we strongly suggest using this feature but if you would prefer not to use it then just click Close This Window or Don't Show This Again. Refer to this article for detailed steps on using the Setup Assistant.
Add your First Project
- Click PROJECT Manager
- Click New Project
- Fill in the General Information section
- Select the Add Tasks! radio button
- Select the number of Tasks to add using the Add Tasks drop-down
- Fill in the Sensitive Information section (this is optional)
- Click FINISH
- Fill in details for your Tasks
- Click FINISH
That's it! You've made a project and added some tasks, you can keep adding more or you can try out some of these other features:
- Track Time
- Attach Messages & Files to Projects & Tasks
- Run Reports
- Add Task Templates
- Show Information for other users
- Add Quotes & Invoices
















