Manage Projects Online.

 

ProWorkflow Tour Guide

Getting started with ProWorkflow has never been easier with our new Tour Guide!

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The tour guide briefly explains some of the main aspects of ProWorkflow when you first log in. It shows you where you can add your first project, how to navigate through the system, review activity summary and get help.

For a more detailed walk-through, jump onto one of our Introduction to ProWorkflow webinars. Click here to get registered: ProWorkflow Webinars

If there is anything you are still unsure about, don’t hesitate to get in touch with our Team!

Modals UI Update

A few of you may have spotted this one. We’ve updated all the application modals (popups) to freshen them up a little and move the submit buttons to a more logical position.

This update is live on all accounts. Click the two screenshots below to see a larger pic showing the subtle change!

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If you have other ideas for UI teaks, please feel welcome to get in touch.

New Availability Checker App!

Need to know who’s available when new jobs come in? View your team’s availability at a glance! Use our new Availability Checker App (free in our App Store) to make scheduling a breeze!

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Pop it on the big screen to have up-to-date dashboard and see how new Projects and Tasks will impact your team’s workload.

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The Color Coding feature allows you to see immediately whether an individual or group is overloaded so you can reschedule tasks before you miss deadlines.

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Want to get started?

Jump to our App Store:
https://www.proworkflow.com/appstore/app/Availability-Checker

Watch the following video to get a good explanation of how to use this tool:

ProWorkflow – making your life easier since 2002! Now all you need to do is figure out what to do with all that available time!

ProWorkflow and Zapier!

imageWe are proud to announce the release of ProWorkflow on Zapier.com! Zapier allows you to integrate ProWorkflow with over 300+ online tools without having to know anything about the code behind it. This can create huge value for ProWorkflow users! Here’s a few examples…

NOTE:
We are at ‘Invitation Only’ stage currently, so if you want to use Zapier and ProWorkflow, please get in touch and we’ll invite you and help get you started.

 

Shopify to ProWorkflow

imageWhen an order is submitted and paid through Shopify, a new Project is automatically created in ProWorkflow.

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The trigger is receiving the paid order, while the action creates a new Project.

If you want to get started, jump on Zapier.com and get connected! Don’t know where to begin? Here are few more examples:

Salesforce to ProWorkflow

http://demo.duosecurity.com/static/salesforce/images/logo180.png?3.376001342366490859When a new Contact is created in Salesforce, the same Contact will be created in ProWorkflow.

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Gmail to ProWorkflow

imageEmail in new Tasks without having to log into ProWorkflow!

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JotForm to ProWorkflow

imageA Sales form filled out by your Clients submitted in JotForm can trigger a new Project in ProWorkflow. One less step!

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ProWorkflow to Google Calendar

imageWhen a Project is created in ProWorkflow, an Event will be added in Google Calendars to keep dates synchronized.

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ProWorkflow to JIRA 6.x

imageCreating a new Task in ProWorkflow can trigger an new Issue in JIRA – that’ll keep the developers happy!

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ProWorkflow to QuickBooks Online

imageInvoices generated in ProWorkflow can trigger the same Invoice to be created in QuickBooks Online.

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ProWorkflow to MailChimp

imageA New Contact in ProWorkflow can also be added in your Mail Chimp mailing list.

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ProWorkflow to SugarCRM

imageFollow up on new Contacts in ProWorkflow as a Task is triggered in SugarCRM.

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ProWorkflow to Mobyt SMS

imageKeep updated on Projects and Tasks via SMS! A Text Message can be sent directly to your mobile device when new Projects or Tasks are created.

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If you need some help getting started, please get in touch and our chief Zapper will get in touch!