Manage Projects Online.

 

Scheduled Maintenance – 24th January 2014

We’re always committed to ensuring smooth running of our subscription servers and as part of this we occasionally need to do some server maintenance. We will be performing some scheduled maintenance during the times below.

Whilst the planned unavailability is for less than one hour we suggest you avoid using ProWorkflow during this window.

Scheduled Maintenance Period (Time Window)

USA – LOS ANGELES
Saturday 24th January 2014 10:00PM – 11:00PM

USA – DENVER
Saturday 24th January 2014 11:00PM – 12:00AM

USA – CHICAGO
Saturday 24th January 2014 12:00AM – 01:00AM

USA – NEW YORK
Saturday 24th January 2014 01:00AM – 02:00AM

UK – LONDON
Saturday 24th January 2014 6:00AM – 07:00AM

UAE – DUBAI
Sunday 25th January 2014 10:00AM – 11:00AM

HONG KONG
Sunday 25th January 2014 02:00PM – 03:00PM

JAPAN – TOKYO
Sunday 25th January 2014 03:00PM – 04:00PM

AUSTRALIA – SYDNEY
Sunday 25th January 2014 05:00PM – 06:00PM

NEW ZEALAND
Sunday 25th January 2014 07:00PM – 08:00PM

This maintenance period is planned to be outside of work hours for most ProWorkflow users, so should have minimal impact.

If you have any questions, please feel welcome to contact us.

When employees swap jobs, positions etc.

It’s coming to the time of year again when a few employees may be changing roles, swapping positions, moving on and someone else may take their place.

The critical part for any Project manager is to ensure that his Projects and their tasks get the best handover possible from the assigned former employee to the new one.

This can all be done with only a few clicks all within our Reassignment Tool (found on the Settings Page). It allows you to:

  • Bulk assign a user to Projects/Tasks
  • Remove a user from Projects/Tasks
  • Replace a user from Project/Tasks

Swapping roles

Note: This is a pretty powerful tool so use it carefully  Winking smile

Managing your Sales!

Ever wanted to better manage sales leads?
Why not use ProWorkflow?

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One of the most common uses for the Project Categories feature in the tool is to categorize your work by the phase it’s in. By default we have the Categories ‘Current’ and ‘On-Hold’ on your account, simply add a new Category in with a name similar to ‘Sales’ or ‘Sales Pipe’ and file your leads under these Categories as Projects.

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The benefits of keeping your leads in such a manner:

  • Add Tasks in with Date reminders to follow up on the lead.
  • Add Notes to the Tasks based on your follow up’s.
  • Attach relevant Files to the sales lead under the Files section of the Project.
  • Attach relevant Quotes to the sales lead.
  • You will have all the Contact Details of the lead stored in the Contacts Manager ready to go live when you win sale.
  • Drag into a different Project Category when Sale goes live on the Projects Page.

New App! Productivity Dashboard

We’ve just released a new app! This is a pretty simple Productivity Dashboard to help you see at a glance how your billable time is tracking.

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Use the new Productivity Dashboard to see how you are tracking on time during the week. Click the date to change to a monthly view. Change the color and then display it on a wall monitor! It’s a nice simple overview.

Note: This dashboard displays the time tracked for ALL STAFF.

To find out more, visit our App Store

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Click screenshots below for larger images.

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As always, please get in touch if you have any feedback!

New Quotes Layout! Teaser!

We recently gave you a teaser about the new Invoice Emulator and now it’s turn for the Quotes Emulator.

This means you will be able to compare the new layout with the old and also export a PDF if you want to send the Quote to your clients. The old layout will still appear on the Quotes page, but you can pop over to the ‘Emulator’ page if you want to access the new look.

Here’s the new style:

quote

We worked hard to design a clean layout that would work with the variety of quotes data that customers enter. We just wanted a simple clean design.
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How do I see the new quotes?

To access the new Quotes Emulator tool, when logged into ProWorkflow, just add the following to your account URL:  /quotes/emulator.cfm

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When you go to that link, you’ll see the emulator page. Just choose a quote and you’ll see it in both the old and new design! If you like, you can make a PDF of the new quote design and send to your client.

Please use the ‘Send Us Feedback’ link in the emulator and give us your thoughts!

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When is it coming?

We are putting out the new Invoice plugin as a whole in Q1, 2015 (or Q2 latest). We are aiming to release upgrades to both the Invoice and Quotes plugins at the same time.

In the meantime we’ll leave the emulator in place for both so you can still send the new invoices out if you like.
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