How to Make Recurring Tasks

Recurring Tasks are a handy addition that can save a lot of time if you have common recurring tasks that would otherwise need to be added manually. For example if a ‘Work In Progress’ meeting is required every week (day, or month) during the life of your project, you can add this as a recurring task within the project. The recurring task tool will create a task each week until the end of that project, and these tasks will appear on the task list and calendar of any user assigned.

To add recurring tasks go to the Project Page. Open the ‘Add/Edit Task’ popup and select the ‘Add Recurring Task’ button.




From here define the task name, start date, due date, recurrence pattern (Daily, Weekly or Monthly), and the recurrence range (or end date of the recurrence). You can then add a task description, staff assigned, allocate a time frame, etc. The title of your task can include variables which may help identify the task in task lists and calendars. The variable options can be viewed by rolling over the ‘?’ at the right of the ‘Title’ field.

When you have defined all the details for the tasks, simply click the clip_image003 button and all the tasks will display for approval. Simply click the Done! button to save the tasks and they will populate within the project. Easy!



New Feature! Reply with attachments!

imageJust today we released a cool new update. Your staff, clients and contractors can now reply to messages from ProWorkflow directly from their email client, but with attachments! What a timesaver!

Just reply to the message from your email client and the attachment will be added to that messages’ project or task.

Currently we have a 10mb limit on file sizes which we’ll review this over time.Try it! Your clients and contractors will love this one!

ProWorkflow API & Chrome Extensions

We constantly improve ProWorkflow and add new features but sometimes you might want something unique that isn’t available in the main application. In this post we’ll look at one possible solution using the ProWorkflow API and Google Chrome Extensions.

To demonstrate this, I’m going to imagine we want to add a map to the Project Details page for each Project, perhaps to track the location for a photoshoot or some building work. We’d like this to appear below the Contacts section on the right hand side of the page:


The first step is to add a new field to store the address, we can do this easily via the ProWorkflow API which offers API Fields for storing information that isn’t part of the main ProWorkflow application:


If you aren’t familiar with our API then we have some great documentation available at to get you started.

Once we have the field, then we can look at one of the existing modules on the Project Details Page and borrow some of the classes to make sure our map fits in nicely. In this example we can use the “pdmodulecontainer” as a starting point and combine it with an iframe using Google Maps to give a simple html fragment that will show a map of our address:

WRAP THIS IN <code> tags:

<div class=”pdmodulecontainer” id=”pdmodulemap”>
     <div class=”pdmodulecontainerheader”>
          <div class=”pdmodulecontainerheadertitle”>Map</div>
     <div id=”pdmodulecontentmap” class=”pdmodulecontainercontent pdmodulecontainercontentright” style=”text-align:center;”>
          <iframe width=”228″ height=”180″ frameborder=”0″ scrolling=”no” marginheight=”0″ marginwidth=”0″ src=” ADDRESS WILL GO HERE&output=embed”></iframe>

The final step is to create our Google Chrome Extension which will be responsible for fetching the address for our Project and then adding our html fragment to the page. It will also let us change the address from within ProWorkflow.

If you aren’t familiar with creating Google Chrome Extensions then this is a great starting point

The code required is fairly simple and we’ve included a link below to access the commented code so you are free to use/experiment with it. We haven’t included the full code in this article in order to make it more readable but have outlined the steps involved:

Create the manifest.json file

As with any Chrome Extension, we need to build our manifest file, this lets us describe the extension as well as defining what permissions it needs to have an where it can run. This is also where we declare which files the extension needs.

In our case, we need a background page and a content page. You might also wish to add an authorization step in which case you may want to use a popup page where your users can enter their credentials. In this example we will hard code the authorization into our content page just to make the code simpler to follow.

We also limit the content page to only run on our ProWorkflow account, this isn’t strictly necessary but will ensure this extension doesn’t interfere with any other pages.

The last step is to add the “tabs” permission, this is because we need to access the current URL in order to extract the ID of the Project.

Create the background.js file

In order to know which Project we are viewing we need to get the ID from the URL, to do this we need to use a background page. We add a simple listener that will send a message to the content page whenever we navigate to a Project Details page.

Create the content.js file

The content page needs to do a few things, firstly it listens for the message from our background page, when it receives a URL it checks every 500ms to see if the page has loaded. This check is pretty basic and just looks to see if we have the Contacts module on our page yet.

Once the Contacts module is detected, we add a placeholder for our map and then use the ProWorkflow API to fetch the address for our Project. If there is an address then we add a Google Map for it, if there isn’t then we add a short message to let the user know.

We also add a simple button to add/edit the address, this prompts the user for a new address and updates the map as well as saving the address using the ProWorkflow API.


With our code (hopefully) complete we can now either load it as an unpacked extension (this is great for development/testing) or pack it up once we’re ready to share it with our team.

Final Result

With our code tested and deployed we have our map just like we wanted and our photoshoot is ready to go!


The sample code can be accessed here, before using it you will need to add your API Key and authorization details to the contents.js file and add your account URL to the manifest.json file. This is commented in the code so should be easy to find.

Have you ever wondered – How to Duplicate or Copy a Project?

If you want to use a set of tasks from an existing project to create a new Project, here is a tip that will save you a some precious time.

Go to the Settings > Task Templates section of ProWorkflow. Then select the Project you were wanting to copy from the drop-down. That will pull through all the Tasks on that Project and create a Task Template for you.



Now  you can go to ‘Add Project’ and create your new Project using your new Task Template to pull through the Task information. This is quick easy way to duplicate the task structure from a previous project.



Quotes & Invoices Webinar – Q&A

Webinar Image2

Change is good, but change is still change. If you have some questions or want to know more about the new Quotes and Invoices upgrade, please register for a webinar from our support page: 

Please note that we are getting feedback daily and may be releasing a few updates over the next week or two.