Projects Tab
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The Projects Tab of the iPhone app shows a list of all projects assigned to the selected user. You can change the display options to show details for other or all users (if you have permission to do so) as well as adjusting sort and filter options. You can also view more details about a project simply by tapping on it.
As well as completing tasks and tracking time you can also create a new project or edit an existing one as well as adding and editing project tasks.
For more control and for complex projects we suggest using the main ProWorkflow application to add or edit projects and project tasks.
Display Options
Show Info
- Tap “Change”
- Tap the user who you wish to Show Info for
- Tap “Done”
Sort & Filter
- Scroll up to view the Sort & Filter options
- Tap the “Sort By” option you require
- Tap the “Filter By” option you require
Completing Tasks & Tracking Time
Completing a Task
- Tap the Project containing the Task
- Tap the Task
- Tap the empty circle
Tracking Time
- Tap the Project containing the Task
- Tap the Task
- Tap the arrow icon to start timing
- Tap the square icon (either on the main section or in the header) to stop timing
Adding Time Manually
- Tap the Task
- Tap the “+” icon
- Enter the start time, amount of time and any notes
- Tap “Save”
Creating & Editing a Project
Create a Project
- Tap the "“+”" icon
- Fill in the Project Details
- Tap “Next”
- Select the staff you want to assign to the project
- Tap “Save”
Editing Project Details
- Tap the Project you want to edit
- Tap “Edit’
- Follow steps 2-5 for Creating a Project
Adding & Editing Tasks
Add a Project Task
- Tap the Project you want to add tasks to
- Tap the "+" icon
- Fill in the Task Details
- Tap “Next”
- Select the staff you want to assign to the task
- Tap “Save”
Editing a Project Task
- Tap the Task you want to edit
- Tap “Edit’
- Follow steps 3-6 for Adding a Task
