ProWorkflow

Max Robinson

ProWorkflows main product up until March of 2025. If you've signed on prior to this time, you may be using Classic.

ProWorkflow Classic

ProWorkflow iCal Subscription

Find out how project management is relevant in today's market

Introduction to Project Management

An introduction to the importance of Project Management

What is Project Management?

Find out why project management is vital in today's work environment

The importance of project management

The basics for managing and choosing the correct projects that will bring value for your business

How to get started on managing your projects

Find out what to look for when selecting the best project management software for your business

Finding the right Project Management software

Introduction to project management and your business

Ready to sign up for a ProWorkflow subscription? Read below to get started!

How do I sign up for a ProWorkflow account?

Adding File Integration via Settings Page

How can I add the File Integration module into my Projects?

Adding File Integration into an existing Project

How can I add the File Integrations into an Existing Project?

This will guide you how you can enable Client Access to a Project

Why can't my clients can't see the Projects assigned to them?

The 'Viewing Work' feature lets you view the Projects, Tasks and Time tracked for another user(s).

How does the 'View ALL Work' feature work?

Getting Started with ProWorkflow

Projects: Edit a Project from the Projects List

There are several options for you to customize how you want to view your projects list. This also applies in Project Archive.

Change the view on Projects List

How do I add a Budget?

How do I clone a Project?

This article shows you how to add or create a new Project

How to add a Project

How to edit a Project

Here you will find out how you can add Expenses to your Projects

How do I add Expenses to my Project

Accidentally deleted a project and need to find it and restore it?

How do I restore a deleted project?

How to easily mark off all tasks as complete once a project is finished.

How do I complete a project?

Searching for your all your active, completed, or deleted projects

How to find your past projects

How to create Timeline in a Project

Accepting Project requests from Internal and External staff

Accepting Project Requests

How to quickly access key projects that you are working on

How to Favorite Projects

Projects

This article shows you how to add recurring tasks

How do I add recurring tasks?

How to add your first project task in ProWorkflow

How to add a Project Task

How to use the Task Archive to search for Active/Completed tasks

How to find your past tasks

This may explain why you can't view all your tasks or you can only view your work

Why can't I see all my tasks?

How to streamline the creation of tasks in a project

How to use Task Templates to efficiently create tasks in a project

Tasks

If you need to know how to move a time record from one task to another, then this article is for you.

How do I move time records to another task?

This article shows you how approve or decline Timesheets.

How do I approve/decline a Timesheet?

This article shows you how to submit your timesheet for approval.

How do I submit a Timesheet for approval?

The Timesheet Approval settings need to be updated before you can get started with sending/locking timesheets.

How do I update the Timesheet Approval settings?

The timesheet approval allows staff to submit time records, and lock time records for on a weekly basis.

How do I use the Timesheet Approval?

What is the difference between Allocated Project Time vs Allocated Task Time?

Find out the different methods to track time, or input hours against a task

How to track Time

Add an additional User and Permission role that can be selected for a number of contacts

Creating a new custom permission

Time

I have deleted a Company, but would like to restore it.

How do I restore a Company contact?

How do I add a Company Contact

How to add additional staff users to your ProWorkflow account

How to add staff users

How to restore a contact that you've deleted

How do I restore a Contact?

This article shows you how to add a Contact - Staff, Client or Contractor, through your Contacts Manager

How do I add a Contact?

Easily send your contacts an email or filter them with categories

How to manage your contacts using Tags

How to export my contacts from ProWorkflow

Find out the different users & permissions for Clients, Contracts, and Contractors?

What are the different types of Users in ProWorkflow?

Contacts

How to add an internal note for your team

How to add a Note

Notes

Find out how the Quotes plug-in can be beneficial to your business

Getting started with Quotes

Quotes

Find out how the Invoices plug-in can be beneficial to your business

Getting started with Invoices

Invoices

There are a few fields that we've added to reports and here is a quick breakdown of what they mean.

What do the reports fields mean?

Why does my report say there is no data?

Can't find a specific filter you need in your report?

The report is missing a filter I used to use, how can I add it?

Reports

How do I reset my ProWorklow Account Password

I would like to reassign or replace a user on Projects or Tasks.

How do I use the Reassignment Tool?

The Project Settings set the default project details for new projects.

How do I update the Project Settings?

You can change the color scheme for your account to your preference!

How do I change the appearance of my account?

The Project Request settings set the defaults for new project requests.

How do I update the Project Request Settings?

What is the Category Editor?

This is a brief outline of the differences between our sample User & Permission Roles.

What are the differences between the Administrator, Project Manager and Team Member roles?

I'd like to turn on/off email notifications for myself

How do I turn on/off Email Notifications for myself?

Changing Users and Permissions

How to add quick links in the top header of ProWorkflow for easy access

How do I add/edit/delete header links?

This article explains the different types of roles available for Staff users

What are the Users & Permission Roles?

Settings

I'm trying to access the mobile app and I don't know what my Workspace is

What's my Account URL?

Mobile Web Application

Mobile Version

Project Templates are an Advanced Plan feature.

How do I add a Project Template?

Custom forms and custom fields in Advanced plan

Custom forms and Custom fields

How do I use Custom Forms?

How do I add a Project Status?

Advanced Plan

This guide will show an example of setting up your first Project in ProWorkflow.

Training videos to help you learn more about ProWorkflow's features

Training Videos

There is an option that allows you to select whether you want long text fields to either truncate or wrap.

Text Wrapping

How to Reset Two Factor Authentication(2FA)

Additional Resources

How do I Hide/Show Completed Tasks in a Project

Collapse Task Sections

Wondering how to access the Settings page?

Where's the Settings page?

How do I log out?

Looking for the 'Collapse/Expand All' button for your projects or tasks? Don't worry, you can still collapse/expand all!