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!

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

Adding File Integration via Settings Page

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

Adding File Integration into an existing Project

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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

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How does the 'Viewing Work' feature work?

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

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How do I copy a Project?

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How to add a Project

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

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How to edit a Project

How to edit your project in ProWorkflow

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How do I restore a deleted project?

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

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How do I complete a project?

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

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How to find your past projects

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

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How to create Timeline in a Project

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Accepting Project Requests

Accepting Project requests from Internal and External staff

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How to Favorite Projects

How to quickly access key projects that you are working on

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How do I add recurring tasks?

This article shows you how to add recurring tasks

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How to add a Project Task

How to add your first project task in ProWorkflow

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How to find your past tasks

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

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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

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

How to streamline the creation of tasks in a project

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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.

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How do I approve/decline a Timesheet?

This article shows you how approve or decline Timesheets.

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How do I submit a Timesheet for approval?

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

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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.

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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.

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

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How to track Time

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

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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

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How do I restore a Company contact?

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

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How do I add a Company Contact

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How to add staff users

How to add additional staff users to your ProWorkflow account

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How do I restore a Contact?

How to restore a contact that you've deleted

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How do I add a Contact?

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

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How to manage your contacts using Tags

Easily send your contacts an email or filter them with categories

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How to export my contacts from ProWorkflow

Export your contacts to an Excel file

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What are the different types of Users in ProWorkflow?

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

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How to add a Note

How to add an internal note for your team

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Getting started with Quotes

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

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Getting started with Invoices

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

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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.

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Why does my report say there is no data?

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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?

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How do I reset my ProWorklow Account Password

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How do I use the Reassignment Tool?

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

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How do I update the Project Settings?

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

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How do I change the appearance of my account?

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

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How do I update the Project Request Settings?

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

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What is the Category Editor?

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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.

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

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

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Changing Users and Permissions

Control who can see and do what

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How do I add/edit/delete header links?

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

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What are the Users & Permission Roles?

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

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What's my Account URL?

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

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Mobile Web Application

ProWorkflow Mobile Web App

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How do I add a Project Template?

Project Templates are an Advanced Plan feature.

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Custom forms and Custom fields

Custom forms and custom fields in Advanced plan

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How do I use Custom Forms?

Advanced Plan only

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How do I add a Project Status?

(For Advanced Plan Only)

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Getting Started with ProWorkflow

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

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Training Videos

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

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Subscribe to ProWorkflow Calendar

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Text Wrapping

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

Written by Sharlah
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