ProWorkflow

Ashlee

Natasha Robinson

Hanin Khan

Information on ProWorkflow Nexus, the NEW product. 

Nexus

What is my Account URL Name/Workspace Name?

How to Identify Your Workspace Name/Account URL

How do I integrate with a file storage system? How can I add the File Integrations into an Existing Project?

File Integrations

How do we manage which staff members can see which projects? How do we control what clients see on projects?

Project View Permissions

How do I reset my password? How do I help a colleague reset theirs?

Setting & Resetting Passwords

How to search for Projects? How to search for items?

Using the Search Function

Xero Integration

How to collaborate in real time, how to use real-time collaboration

Real-Time Collaboration

How to Save Filters; How to Apply Filters; How to Filter

How to Use Filters

General information relating to Nexus, this will help you understand the product at a core level.

General

How do I edit a Project? How to Edit a Project.

Editing a Project

How to add a Project

Change the view/filters on Projects List, and other affiliated lists seen throughout the tool.

Filters and View Customisation

What financial fields are available to a project?

Financial Fields

Cloning a Project

How to find completed and deleted projects?

Locating Completed and Deleted Projects

How do I view a Project as a Gantt Chart or a Kanban Board?

Gantt Charts and Kanban Boards

Favoriting Projects

Restoring Deleted Projects

How do I use Project Templates? How are they made?

Project Templates

How change a projects status to completed/deleted?

Project Status/Work Stage

How do I send a project communication? How do they work?

Messaging

How can I change the client on a Project?

Change the Client Associated to a Project

Deleting a Project

Dariela

Information relating to projects and project set up in Nexus.

Projects

How to add an item. How do I add an item?

Adding an Item

Item Financials

What are Item Phases? How to add Item Phases?

Item Phases

What are items? What different types can I use?

Items & Types

Why am I not able to view an existing item?

Unable to View an Item

Why can't I switch Item type? Switching Item types.

Unable to Switch Item Type

How to Add a Fixed Price Item? How do I Add a Fixed Price Item?

Adding a Fixed Price Item

How to Use Item Templates, How to Add Items from Templates, How to Add Item Templates to Projects, How to Add Item Templates to Quotes, How to Add Item Templates…

How to Add Items from Item Templates

How to Create Item Templates; How to Use Item Templates; How to Add Item Templates, How to Edit Item Templates

How to Create Item Templates

Items are the core components/details making up a project. This section contains details on those.

Items

How to add a Staff contact. How to add a new Staff member.

How to Add a Staff Contact

What are the different types of Users in ProWorkflow?

User Types

How do I restore a Contact? How to restore a Contact.

Restore a Contact

What is on the Client page? How to manage Clients. How to add Clients. How to delete Clients. How to view Client details.

How to Manage Clients

What are Contact tags? How to use Company Tags. How to use Staff tags.

How to Use Contact Tags

Information regarding contacts and contact management. 

Contacts

How do I track time? Where can I see my tracked time? Real-time time tracking

Tracking Time

Information relating to time tracking and management in Nexus.

Time

How does report scheduling work? How do I schedule a report?

Scheduling Reports

Reports With No Data

Building Customised Reports

Information relating to reporting on your ProWorkflow Nexus data.

Reporting

How do I create an Invoice? What goes into invoices?

Invoicing

How do I list labour costs in my project?

Labour Costs

How do I list material costs in my project?

Material Costs

What financial forecasting tools are available to me?

ProWorkflow Forecast

How to create a quote? How do quotes work?

Quoting

How can I add Tax to an Item? Adding Tax to an Item

How to add Tax to an Item

How to Make an Item Billable, How to make an Item Non-Billable, How to Change the Billable Status of an Item

How to Make an Item Billable or Non-Billable

How to Create a Project from a Quote

How to Add a Quote to a Project; How to Connect a Quote to a Project

How to Add a Quote to an Existing Project

How to Add an Invoice to a Project; How to Create an Invoice

How to Add an Invoice to a Project

Financials

How do I use work stages? What are Work Stages?

How to Use Work Stages

What categorization tools are available to me?

What Categorization Tools Are Available?

How do I visually personalise my account? What options do I have in customising my account?

Visual Customisation

Roles & Permissions

What are Project Layout Settings? Managing Project Layout settings

How to Manage Project Layout Settings

How to set up Categories? How to edit Categories?

How to Use Project and Item Categories

Information relating to your Nexus settings and account set up.

Settings

How do Custom Fields work? What are Custom Fields? How to Add Custom Fields

How to Use Custom Fields

What are Teams? What are Groups? How to Set Up Teams and Groups

How to Configure Teams and Groups

What are Internal Projects? Using Internal Projects.

How to Create Internal Projects

How to Create Project Templates. What are Project Templates?

How to Use Project Templates

Advanced 

For anyone who used our older product version, ProWorkflow Classic; how to convert Classic Projects to Nexus.

Accessing Classic Projects

Nexus Navigation Changes

Here are some frequently asked questions regarding migrating your existing classic account (and all its data) to our new Nexus product.

How to Migrate to Nexus

Things to Know Before Moving

Migration

www.proworkflow.com

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