Blog

 

We’ve updated the Sidebar and Profile Picture areas!

Our developers have done it again, this Monday brings updates to our In-App Help, Search, Favorites and Profile Pictures!

The changes make it easier for you to get the right information, when you need it.

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What has changed?

Clicking the Search, Favorites, or In-App Help buttons activates our new sidebar where you can start to use these features.

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How do I use the features?

SEARCH
You can click the search box and search for any Projects, Tasks, Contacts and Companies that are on your account which you have access to view.

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FAVORITES
Favorite any Project and make it available for quick access anytime you need it. Also see recent Projects and Tasks so you can navigate away from your current work and then jump straight back to what you were working on.

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IN-APP HELP
Click on the help button to guide you through common topics customized to the page you are on. A great place to learn how to use the different areas of ProWorkflow.

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If you get stuck we have a link at the bottom so you can contact our great support team and have them answer your questions.

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PERSONALIZED AVATAR!!
The home screen has been updated to include your personal profile image. If you don’t have one saved on your account hover over the holding image and click the camera icon. Drag an image over the window, resize and drag to reposition then click save.

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Try out the new features and if you have any questions or feedback please feel welcome to get in touch.

New font change!

Many of our ProWorkflow user base are creatives, designers or marketing co’s so have an affinity for good design. We hope you all appreciate the latest update that has a new font throughout! The font is ‘Lato’ and is the cleanest we could find. It’s a subtle change but just a touch friendlier!

https://fonts.google.com/specimen/Lato

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New Mobile Web App!

We’re excited to announce the beta launch of our new mobile web app!!

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This update brings many more ProWorkflow features on your smartphone or and an updated interface that makes it easy to use when you aren’t at your desk.

How can we use it?

To access the app, open the web browser on your smartphone and enter https://mobile.proworkflow.net/ then enter your Account URL, Username and Password to login.

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Alternatively, click the Beta link on the current mobile webapp:

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What has changed?

We’ve brought all your favorite PWF features into the palm of your hand. You can now create, edit and update your Projects, Tasks and Time directly from your smartphone.

See what’s important now and in the future with our calendar view showing you start and due dates.

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Create Projects directly in the app, and view the information you need with either simple or detailed view.

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Reply simply with conversations, adding files directly from your phone.

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Get straight to what you need by scrolling the navigation bar shown above on the base.

And  much more including the ability to view completed Projects, Track Time, and for our Advanced Plan the ability to view and edit custom forms:

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Can I save the app to my home screen?

There will still be minor changes for the weeks to come before we add it to the Apple iTunes Store and Android marketplace.

For now:

iOS Users

If you are on an iPhone or iPad, the app can be saved to your homepage by tapping the share icon and then ‘Add to Home Screen’.

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Android Users

If you are on an Android device the app can be saved to your homepage by clicking the menu button and then ‘Add to Home Screen’.

We are still improving

We wanted to get the app into your hands as soon as possible, however some features such as Quotes and Invoices are still being created. We are also planning a version for larger tablets and iPads.

If you prefer the old application, it’ll still be available for a while, it can be accessed using “/m” as normal.

We’d love to hear feedback!

Burn, the latest Task setting – a hot new feature!

imageWhat is being added?

Our development team have been working hard on a heavily requested feature – the ability to set and monitor hourly rates for Projects and Tasks.

We have calculated burn by taking the set hourly rate and then multiplying this with the time allocated to a task.

If you would like to invoice directly from a Project in ProWorkflow you can choose to auto-populate the invoice with the task rate and tracked time (as long as invoices are enabled on your account).

Note: This has been released!

How do I see these settings?

To be able to see the often confidential information that will be stored in this area, staff users will need to have “Sensitive Business Information” ticked in “Users & Permissions”.

You’ll be able to use some of the features of Project burn even if Quotes and Invoices aren’t activated, although feel free to contact us if you’d like to activate these features.

The tabs against a project have been visually improved as well, with the addition on the “Burn” option.

Tasks with new look and Burn

How can I use this update?

To get the most out of this update, you’ll need to enter your hourly rates within a new setting called “Hourly services”.

Hourly Services will be found in multiple locations:

● Settings > Hourly Services

● Invoices > Settings > Hourly Services

● Quotes > Settings > Hourly Services

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If you make a change in any one of these areas, it will synchronize across all of the others.

Tasks and their templates have added options to include financial information. You can do this one at a time, by expanding the individual task’s arrow

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If you have multiple tasks that you’d like to edit on a task template, then there’s an easy way of doing this with the “Assign Hourly Service” tool.

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The result of entering this information is that you can have an overview, once your staff begin to add time. You can quickly see when a task has gone over, under or met budget

Burn tab view

If you use our invoicing function, you will be able to create an invoice from the project which will include the task rate and hours.

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Burn data can only be displayed within the Project Details page currently, however we are working on our reporting as a separate update which will include updates for these new features.

We hope you like it! As always feel welcome to send through feedback. :-)

New Email Notifications!

 

SNAGHTML20c44f6From this Monday – July 18th 2016, the look and information around notifications with ProWorkflow will change!

This update is based on customer feedback from those who wanted to be able to make their notifications simpler with options to keep different people up to date.

What is changing?

We are replacing the “Settings > Email Alerts Settings/Builder” pages with a simpler page called “Settings > Notifications“!

Notifications settings page

Improvements in group notifications!

Previously you could only notify “Assignee” or “Creator”, now you can keep Staff, Clients, Contractors and Managers updated automatically!

As the notifications will have the option to go to your clients, you can add your company signature to keep the professional yet personalized look.

The content and types of emails that are sent have now been simplified and standardized, with a key change being able to see when Project or Task details are modified

Note: This does not include “Description” or “Custom Forms”.

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Summary emails!

We also wanted to stop sending multiple emails, so now you will find that when changes or summaries are sent of projects and tasks, you’ll get just the one summary email!

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What do I need to do?

This coming Monday, for you to get the most out of this update your administrator should look over your new Notification Settings page.

We will have changed the options which do the same things for you i.e. if you have all notifications set to off they will remain off.

If you have enabled or disabled alerts, it will set them as the same, but with different groups:

● Assignee will be selected for Staff, Clients and Contractors.

● Creator will be replaced by Manager.

There are some new options, which you might want to look at and see which groups you would like to notify.

If you get stuck or have questions, please contact us!