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ProWorkflow improvements! Zapier and Reporting

What have the team at ProWorkflow been improving?

With a New Year firmly underway we wanted to let you, our customers know what the team have been working on.

The support team have updated some options in Zapier, the tool which can be used to connect your ProWorkflow account to other software.

Our developers have updated the back-end of our software in preparation for a reporting upgrade this year.

Zapier Updates

The support team have added some new features to Zapier with the assistance of our CTO, Richard who managed to make some great improvements.

You can now:

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  • Search for companies.
  • See existing General Tasks and Project categories are now automatically pulled through to the Zap when making a new General Task or Project.
  • Add additional contacts to tasks and projects without having to replace (as with “Update Project” or “Task”).
  • Add Shared Project Notes.

 

 

Background changes & reporting improvement plans

Our developers have been working on writing the code for a new reporting area.

You won’t have noticed any changes yet, but we have updated some of our software to allow data to be managed using a different method. This has allowed us to do a lot of the preparation for the roll out in advance – as well as our usual testing.

A benefit of this is that we are futureproofing ourselves – these changes will allow us to stay at the leading edge of our industry.

We can’t give you an idea of timeframe at this stage (due to the complexity of the changes being made), but we can tell you that our developers are all working hard and have been making good progress.

When we are ready to release this blog will be updated, so subscribe here if you’d like to be kept up to date.

Problems?

If you have any questions or run into any problems, let the  ProWorkflow Support Team know and we’ll help from there.

ProWorkflow API, Desktop Widget and Time Tracker Update

What’s happening?

We have updated our Adobe Air apps to use our most recent API (this is the set of commands that allow the apps to talk to ProWorkflow).

Our old APIs are being deactivated later this month so you will need to update the apps or they will no longer work correctly.

What do I need to do?

If you’re using either of these applications, you’ll first need to uninstall them:

 

Windows Users

 

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Mac/OSX Users

 

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Then install the new version of the Desktop Widget or the Time Tracker.

Problems?

If you have any questions or run into any problems, during or after the updates, let the  ProWorkflow Support Team know and we’ll help from there.

The ProWorkflow Awards!

 

image2016 has been a big year for ProWorkflow and we are proud to see what some of our customers, such as yourself, have achieved!

We wanted to recognize some of our customers amazing results so we have created the ProWorkflow Annual Awards!

The winning statistics below (taken over 12 months use) shows a glimpse of how scalable our tool can be to business needs.

Well done all!

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Award-euph.

The Overachiever Award!
For the most Tasks completed overall…

Euphoria Telecom (Pty) Ltd
45,000 Tasks!

 

Award-blu.

The Closer Award!
For the most Projects completed overall…

Blufish Design Studio
2,000 Projects!

 

Award-nat.

The Hard-Worker Award!
For the highest amount of logins…

National Instruments
33,000 Logins!

 

Award-bio.

The Tracker Award!
For the most Time tracked…

Bio Connections
87,000 Hours!

 

Award-crash.

The Collaborator Award!
For the most Clients with access…

Crash Brokers
5,300 Clients!

 

Award-jas

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The Deliverer Award!
For the highest percentage of Tasks completed on time…

JAS Pacific
72%!

 

Award-dmd.

MVP Award!
To recognize an account that was leader in multiple categories…

DMD Marketing Corporation
2,500 Projects! – 83,000 Tasks!

 

Award-nb.

The Merrymaker Award
For the earliest enable of the Holiday Theme

New Balance

 

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Note: If you haven’t already enabled the Holiday theme, go to ‘Settings -> Look’n’Feel Settings’ and scroll down to the Holiday Theme setting. This will give your account some festive decorations!

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Congratulations to all of the accounts who have won this year, keep an eye out for the award coming your way in the post!

Love, the ProWorkflow team!

Quick ProWorkflow Pro Tip!

If you’re managing a long term Project (or have a massive task list…) keep reading to find out how to simplify your view of the Project Tasks section with two simple clicks!

The first image below shows a snapshot of our Tasks section on the Project details page. All the important information such as Task title, status, assignee, dates and time are displayed. If you have a long list of Tasks, this section could take up a lot of the space on your screen, and you’ll be scrolling for a long time before reaching the next section.

To simplify your view, go to the Project you’re working on, and at the top-right corner of the Tasks section:

  • Click “Hide Completed” to hide completed Tasks

  • Click “Hide Assigned Users” to hide names of Task assignees

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The result is shown in the second image below. As a Project Manager you can easily see just the Tasks that still need to be completed, without generating a separate report.

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Want more ProWorkflow Pro Tips like this?

‘Like!’ this blog post and subscribe to keep up to date with us!

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.

newinapphelpblog 

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.