This coming Monday you will notice a few changes to the Project Details page. This is part of a series of UI/UX updates we’re working on designed to make the app cleaner, simpler, easier on the eye but still have the current level of functionality.
These changes may seem minor, but small irritants in the UI can become an annoyance over time which nobody wants! We want to make your experience smoother!
The most noticeable change is the header on the page. We have cleaned this up so it matches other styles and is easier to understand. Some of the other subtle changes include:
Restyled entire header section
Made ‘Edit Project’ and ‘Active/Complete’ functionality clearer
Added large company avatar
Widened right column
Improved look of right side all modules
Moved ‘Project Module’ settings to ‘Edit project’
Lightened modules when they’re empty
Redesigned Contacts module (Using Avatars)
Simplified modules (When no data added)
Replaced all GIF icons with faster, cleaner Icon fonts
Flattened all button styles
Restyled ‘Drag/Drop’ contact to task buttons
And many small CSS changes
As always we are open to feedback. We are currently open to ideas related to UI/UX as we want to make the app friendlier and easier to adopt. Whether you have big or small ideas, drop us an email, we’ll love to hear your thoughts or comment on this post so others can discuss.
We have found over the years that some accounts get a little out of control due to general maintenance.
Some examples are forgetting to archive projects, quotes, invoices etc. Many import or add contacts and companies and never do work from them so end up with huge contact lists.
As with any online app, the more data you see, the slower the page can load. We have built a new maintenance tool to allow you to easily delete or archive bulk data to simplify and speed up your account
Where is it?
You’ll find the page in ‘Settings > Management Tools > Maintenance’
Due to the powerful nature of this tool, we have restricted it to only be accessible to Superusers. If unsure how it’ll work please contact us.
Note: This tool will show Division wide work, not just your work.
For all those that need to send out project proposals, here’s a handy tip!
We found this great post from WebMerge showing how to automatically create a new project proposal proposal when adding a new project to ProWorkflow. You’ll need to use Zapier and WebMerge for this one.
We told you some cool stuff was coming out of the development team this year and we’re kicking off with two brand new, easy to use, accounting software integrations!
If you’re as excited as we are to utilize these two brand new integrations we now proudly have for MYOB AccountRight & Freshbooks, you’ll also be happy knowing the experience is the same easy to use invoice synchronization that a large portion of our clients already experience with our existing integrations for Quickbooks, Xero & Kashflow.
Ok that sounds awesome but what does it mean for me?
What it means is no more double handling your invoices; with a quick click of a button you can send the invoices you created in ProWorkflow right over to any one of our supported accounting systems, how easy is that?
Moving forward, after setting up the simple integration, every time you send an invoice for a new client in ProWorkflow that client will be added to MYOB AccountRight or Freshbooksautomatically.
Voila, we just saved you a bunch of work, you’re most welcome.
Awesome, Show me more
This looks great but I may need a little help
No problem we love helping, you can Contact Support for more info or arrange a time to go over this with your Account Manager. If you prefer to be a little more hands on with stuff like this you can always refer to one of our awesome Video Guides.
Stay tuned everybody, there’s a bunch more awesome stuff coming from our talented developers soon!