Your homepage is the first thing you see when you log in to ProWorkflow. It gives you a summary of your week, a calendar of what is coming up, and a dashboard of projects, tasks, money and time.
Click Homepage at the top of the left menu to get back to it at any time.
The summary cards
Across the top of the homepage are three cards:
My projects this week: your projects for the week, counted by status, such as In Progress, Review or On Hold.
My Items this week: your tasks for the week, by status.
Time Summary: the time you logged last week and so far this week.
Click the icon in the corner of a card to open it in full. Click Hide summary to collapse the cards and give the rest of the page more room.
Upcoming Activity
The Upcoming Activity tab is a calendar of your projects and tasks. You can:
Switch between the calendar and a list, and between month and other views.
Use My Activity to focus on your own work.
Turn on Show Completed to include finished work.
Turn on Span across days to show work as a bar from its start date to its due date.
Use Filters and search to narrow it down, and Legend to see what the colours mean.
The Dashboard
The Dashboard tab shows how work and money are tracking.
Choose whose work and which period
Staff picker: open the dropdown next to My Items to choose whose work the dashboard shows. Pick individual staff or a whole group, then click Done.
Activity: choose the period, from the last 3 days up to 365 days, or Show All.
What each panel shows
Projects: projects by status, with a count of any that are overdue.
Items: tasks by status (To Do, In Progress, Review, On Hold), with overdue counts.
Financial: quotes and invoices by status for the period, with a bar for each month. Use the arrows to move between periods, and the Month View menu to change the view.
Time Summary Per Day: hours logged on each day of the week. Use the arrows to move between weeks.
Time Tracked Per Staff: hours logged by each person on each day, with a total. Click Export CSV to download it.
Need more detail?
The dashboard is a quick view. For full figures, filters and exports, use the Report Library. See Scheduling Reports to have reports emailed to you, and our guide 10 reports every agency owner should run monthly for which ones to run.