Getting Started with ProWorkflow

How do I sign up for a ProWorkflow account?

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

Written by Max Robinson
Updated over a week ago

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

Adding File Integration via Settings Page

Written by Max Robinson
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How can I add the File Integrations into an Existing Project?

Adding File Integration into an existing Project

Written by Max Robinson
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Why can't my clients can't see the Projects assigned to them?

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

Written by Max Robinson
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How does the 'View ALL Work' feature work?

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

Written by Max Robinson
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Change the view on Projects List

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

Written by Max Robinson
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How do I add a Budget?

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How do I copy a Project?

Written by Max Robinson
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How to add a Project

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

Written by Max Robinson
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How to edit a Project

How to edit your project in ProWorkflow

Written by Max Robinson
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How do I restore a deleted project?

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

Written by Max Robinson
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How do I complete a project?

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

Written by Max Robinson
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How to find your past projects

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

Written by Max Robinson
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How to create Timeline in a Project

Written by Max Robinson
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Accepting Project Requests

Accepting Project requests from Internal and External staff

Written by Max Robinson
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How to Favorite Projects

How to quickly access key projects that you are working on

Written by Max Robinson
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How do I add recurring tasks?

This article shows you how to add recurring tasks

Written by Max Robinson
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How to add a Project Task

How to add your first project task in ProWorkflow

Written by Max Robinson
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How to find your past tasks

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

Written by Max Robinson
Updated over a week ago

Why can't I see all my tasks?

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

Written by Max Robinson
Updated over a week ago

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

How to streamline the creation of tasks in a project

Written by Max Robinson
Updated over a week ago

How do I move time records to another task?

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

Written by Max Robinson
Updated over a week ago

How do I approve/decline a Timesheet?

This article shows you how approve or decline Timesheets.

Written by Max Robinson
Updated over a week ago

How do I submit a Timesheet for approval?

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

Written by Max Robinson
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How do I update the Timesheet Approval settings?

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

Written by Max Robinson
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How do I use the Timesheet Approval?

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

Written by Max Robinson
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What is the difference between Allocated Project Time vs Allocated Task Time?

Written by Max Robinson
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How to track Time

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

Written by Max Robinson
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Creating a new custom permission

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

Written by Max Robinson
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How do I restore a Company contact?

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

Written by Max Robinson
Updated over a week ago

How do I add a Company Contact

Written by Max Robinson
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How to add staff users

How to add additional staff users to your ProWorkflow account

Written by Max Robinson
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How do I restore a Contact?

How to restore a contact that you've deleted

Written by Max Robinson
Updated over a week ago

How do I add a Contact?

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

Written by Max Robinson
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How to manage your contacts using Tags

Easily send your contacts an email or filter them with categories

Written by Max Robinson
Updated over a week ago

How to export my contacts from ProWorkflow

Export your contacts to an Excel file

Written by Max Robinson
Updated over a week ago

What are the different types of Users in ProWorkflow?

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

Written by Max Robinson
Updated over a week ago

How to add a Note

How to add an internal note for your team

Written by Max Robinson
Updated over a week ago

Getting started with Quotes

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

Written by Max Robinson
Updated over a week ago

Getting started with Invoices

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

Written by Max Robinson
Updated over a week ago

What do the reports fields mean?

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

Written by Max Robinson
Updated over a week ago

Why does my report say there is no data?

Written by Max Robinson
Updated over a week ago

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

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

Written by Max Robinson
Updated over a week ago

How do I reset my ProWorklow Account Password

Written by Max Robinson
Updated over a week ago

How do I use the Reassignment Tool?

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

Written by Max Robinson
Updated over a week ago

How do I update the Project Settings?

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

Written by Max Robinson
Updated over a week ago

How do I change the appearance of my account?

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

Written by Max Robinson
Updated over a week ago

How do I update the Project Request Settings?

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

Written by Max Robinson
Updated over a week ago

What is the Category Editor?

Written by Max Robinson
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What are the differences between the Administrator, Project Manager and Team Member roles?

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

Written by Max Robinson
Updated over a week ago

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

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

Written by Max Robinson
Updated over a week ago

Changing Users and Permissions

Control who can see and do what

Written by Max Robinson
Updated over a week ago

How do I add/edit/delete header links?

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

Written by Max Robinson
Updated over a week ago

What are the Users & Permission Roles?

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

Written by Max Robinson
Updated over a week ago

What's my Account URL?

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

Written by Max Robinson
Updated over a week ago

Mobile Web Application

ProWorkflow Mobile Web App

Written by Max Robinson
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How do I add a Project Template?

Project Templates are an Advanced Plan feature.

Written by Max Robinson
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Custom forms and Custom fields

Custom forms and custom fields in Advanced plan

Written by Max Robinson
Updated over a week ago

How do I use Custom Forms?

Advanced Plan only

Written by Max Robinson
Updated over a week ago

How do I add a Project Status?

(For Advanced Plan Only)

Written by Max Robinson
Updated over a week ago

Getting Started with ProWorkflow

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

Written by Max Robinson
Updated over a week ago

Training Videos

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

Written by Max Robinson
Updated over a week ago

Text Wrapping

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

Written by Max Robinson
Updated over a week ago