The ProWorkflow solution is made up of a number of purpose-driven sections as shown below.To see more of how ProWorkflow works and how your business could benefit, feel welcome to try a FREE Trial Account.
Projects Page The Projects Page is where you organize and assign your Projects. From here you can create, edit, categorize Projects. Projects can easily be assigned to your staff. This page shows the summary of where Projects are at.
Project Details Page The Project Details page is the project dashboard and displays all you need to know about an individual project: tasks, files, dates, messages, assigned users etc.
Project Archive The Project Archive allows you to view complete Project and Project Task information for all Projects (not just current). A great tool for searching or analyzing past Projects.
Project Requests Clients are able to submit project requests. The Project Manager can then approve the project to enter it into the workflow.
Tasks Page The Tasks Page allows you to view all Tasks related to projects, or non-project items needing to be completed. Task categories can be created to meet your specific requirements. From this page, a popup Time Tracker is accessed in order to record time spent on various Tasks.
The Task lists also appear in other ProWorkflow pages for quick access.
Timesheet Page The Timesheet page allows you to view all the work undertaken on a particular day. Select the day from a popup calendar, to see what you did, where your time went and how to be more productive. The page also works well for analyzing staff production time.
Calendar Page The Calendar page allows you to view all upcoming work deadlines and events. Add events and keep the team on track!
Timeline Page The Timeline page (gantt-style view) shows planned resource allocation for your projects and tasks. Timeline items can be moved forward or back in time, or filtered to show relevant data. The timeline will show potential resource issues and help you plan projects accordingly.
View - Week/Month/Range Pages The View Ranges pages allows you to view step back from the Timesheet and view all the work recorded over a particular date range. Using the comprehensive filters and drilldowns on the page allows you to analyze staff time.
Time Tracker The Time Tracker is used to track time on General Tasks and Project Tasks. Just click the stopwatch to start and stop the timer or add time manually.
It's very easy to use!
Contacts Page The Contacts Page has been designed in such a way as to be user-friendly, yet comprehensive, including such features as multiple address books, filtered bulk emailing etc.
Companies Page The Contacts Page has been designed in such a way as to be user-friendly, yet comprehensive, including such features as multiple address books, filtered bulk emailing etc.
Notes Page The Notes page stores all your company information in one place. Great for all those client details, account numbers, reminders and misc scraps of paper from around the desk.
Reports Page The Reports page is a simple way to make sense of all your Project, Project Task, Task and Time information. Report windows are all optimized to print.
Custom Reports Builder Need a specific report? Easy! Use the Custom Reports Builder to design as many custom reports as needed.
Client & Contractor Pages You can easily give your clients and contractors login access to view their work in progress or assigned Projects. Use this feature to show clients their Projects dashboard or give them Project Tasks to do!
Have contractors working on Projects and assign them Project Tasks.
Company Settings In the 'Advanced' plan, you can set groups, teams, divisions and roles and show this through an 'Organizational Chart' report.
Workflow Settings The Workflow Settings page allows you to create and edit task templates according to your own workflow processes.
Application Settings The Application Settings page allows you to edit and personalise all of the ProWorkflow configuration settings for your business needs.
Developer Settings The Developer Settings page allows you to edit the account setup options.
Email Alerts The Email Alerts page allows you to set email alerts for nearly all events in ProWorkflow. In addition, the Email Alerts Builder can be used to edit alerts.
Users Permissions The Users/Permissions window allows you to edit permissions for all users. Staff access to every section of ProWorkflow can be controlled.
