Project Management Software - Smart Project, Task & Time Management!

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 Getting Started

 Installation (Code Only)

We've developed this section to enable you to easily get started with the ProWorkflow solution. Below are tips for getting started, a user manual, which has advice on setting up the categories, and many other resources to help you out.

The Client Area:

All customers have access to The Client Area which has many resources to help you out. Some of the items in the client area are:

ProWorkflow Knowledgebase:

In order to help you learn to use the software, there is a full knowledgebase access from within ProWorkflow which covers all features, sections and uses of ProWorkflow as well as some tips and downloadable guides. The Knowledgebase is accessed from the top right of ProWorkflow when logged in.

Description of the Terms (Used within ProWorkflow)

Projects
A Project is defined as a Project or Job (usually with tasks) your company needs to achieve for a client or customer. These are usually billable, but don't neccesarily need to be.

Project Tasks
In the Project Details page (click on the Project Title), you'll notice a dropdown to add "Project Tasks". A Project Task is an item which needs to be completed as part of a Project. By default ProWorkflow creates 1 x Project Task when you create a Project. You can add as many Project Tasksand sub tasks as you need on a Project and assign each Project Task to a different person.

Example Project Tasks (and Sub-tasks)
for a Project called "ABC Website Design" could be:

    1.0 - ABC Proposal
          1.1 - Write Proposal

    2.0 - ABC Website Design
          2.1 - Design Look and feel
          2.2 - Initial visuals

   3.0 - ABC Website Development
          3.1 - Plan Development Changes
          3.2 - Start Development
                  3.21 - Brief the contractors
                  3.22 - Send images to contractors
          3.3 - Build Database
                  3.31 - Use Database Consultant
                  3.32 - Test Database
          3.4 - Build Main Website
                  3.41 - Develop main pages
                  3.42 - Test main pages
          3.5 - Get Signoff for project

General Tasks
General Tasks are general non-billable tasks which are unrelated to Projects. These are just miscellaneous things you need to do. Set up the Task Categories according to your particular business needs... Here's an example...

    Task Category 1: Business Meetings
         Task: Meet with account
         Task: Visit lawyer on tuesday
         Task: Meet with mentor for lunch

    Task Category 2: Calls to Make
         Task: Call Johnno
         Task: Call Barry re: payment
         Task: Call Frank re: project

    Task Category 3: Accounting Stuff
         Task: Invoice Client ABC
         Task: Invoice Client DEF
         Task: Pay Phone Account
         Task: Complete GST Tax Return

Notes Page
This is unrelated to any other section. It's just a handy place to keep all your business and personal notes and information you don't want to lose. Use it to store things like Bank account info, Legal notes, bits of code you've found, advertising info etc... Instead of having Post-it notes on your desk, just make a note instead...

How do I install ProWorkflow Code?

If you've purchased the code and are unsure about how to setup ProWorkflow on your Cold Fusion server, read the installation instructions we've prepared. These are in the root directory of your ZIP package. Please be aware however that not all installs are the same and these are simply the basic concepts to get you going: Click here for sample installation instructions.

Still Stuck?

If you have tried the support options above, and still need direct assistance, please contact us with a clear description of the problem, and if possible a copy of the error message (if any). Use this contact form to get in touch.