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Getting Started with ProWorkflow
Getting Started with ProWorkflow
How to use your ProWorkflow account
63 articles in this collection
Written by
Max Robinson
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
Updated over a week ago
How can I add the File Integrations into an Existing Project?
Adding File Integration into an existing Project
Written by
Max Robinson
Updated over a week ago
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
Updated over a week ago
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
Updated over a week ago
Projects
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
Updated over a week ago
How do I add a Budget?
Written by
Max Robinson
Updated over a week ago
How do I copy a Project?
Written by
Max Robinson
Updated over a week ago
How to add a Project
This article shows you how to add or create a new Project
Written by
Max Robinson
Updated over a week ago
How to edit a Project
How to edit your project in ProWorkflow
Written by
Max Robinson
Updated over a week ago
How do I restore a deleted project?
Accidentally deleted a project and need to find it and restore it?
Written by
Max Robinson
Updated over a week ago
How do I complete a project?
How to easily mark off all tasks as complete once a project is finished.
Written by
Max Robinson
Updated over a week ago
How to find your past projects
Searching for your all your active, completed, or deleted projects
Written by
Max Robinson
Updated over a week ago
How to create Timeline in a Project
Written by
Max Robinson
Updated over a week ago
Accepting Project Requests
Accepting Project requests from Internal and External staff
Written by
Max Robinson
Updated over a week ago
How to Favorite Projects
How to quickly access key projects that you are working on
Written by
Max Robinson
Updated over a week ago
Tasks
How do I add recurring tasks?
This article shows you how to add recurring tasks
Written by
Max Robinson
Updated over a week ago
How to add a Project Task
How to add your first project task in ProWorkflow
Written by
Max Robinson
Updated over a week ago
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
Time
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
Updated over a week ago
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
Updated over a week ago
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
Updated over a week ago
What is the difference between Allocated Project Time vs Allocated Task Time?
Written by
Max Robinson
Updated over a week ago
How to track Time
Find out the different methods to track time, or input hours against a task
Written by
Max Robinson
Updated over a week ago
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
Updated over a week ago
Contacts
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
Updated over a week ago
How to add staff users
How to add additional staff users to your ProWorkflow account
Written by
Max Robinson
Updated over a week ago
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
Updated over a week ago
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
Notes
How to add a Note
How to add an internal note for your team
Written by
Max Robinson
Updated over a week ago
Quotes
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
Invoices
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
Reports
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
Settings
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
Updated over a week ago
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
Mobile Version
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
Updated over a week ago
Advanced Plan
How do I add a Project Template?
Project Templates are an Advanced Plan feature.
Written by
Max Robinson
Updated over a week ago
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
Additional Resources
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