ProWorkflow

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Natasha Robinson

Hanin Khan

Information on ProWorkflow Nexus, the NEW product. 

Nexus

Account URL/Workspace Name

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

Classic Projects

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?

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

Nexus Navigation Changes

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

Real-Time Collaboration

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

How do I change what project sections are available?

Project Layout

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

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

How do I create Item Templates? How do I use an Item Template?

Item Templates

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

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

Items

How to add a contact. How do I add a contact?

Adding a Contact

What are contact tags? How do I use them?

Contact Tags

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

Information regarding contacts and contact management. 

Contacts

How do I track time? Where can I see my tracked time?

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

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

Financials

Work Stages

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

Visual Customisation

Roles & Permissions

Where do I use each? What kind of data should I track under each of these headings?

Categories vs Work Stages

Information relating to your Nexus settings and account set up.

Settings

Custom Fields

What is a project template? How do I use them?

Internal Projects

Teams and Groups

Advanced 

www.proworkflow.com

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