Four Rarely Used ProWorkflow Features

As with all decent management software, ProWorkflow is designed to let you get through your day without getting in your way, we try to minimize any/all prompts and ideally you should be able to use the system without having to read through any of the help material available.

There are both upsides and downsides to this approach, it makes it easy to get straight into the system but conversely because we get out of your way there are many features available that people miss by not reading through all the settings available to them.

Included below are the four biggest features people miss.

The “Add Your Information” Option

This lets clients, staff, contractors and other users add their contact information into the system directly from the login screen, then all you have to do is approve the pending contact.

You turn this feature on by going to the Application Settings page in the “ADMINISTRATION” section of the left nav, here you can also change the Title and Description that displays.

The "Add Your Information" Option

This will add the link and message on the login screen to your account…

The altered login screen

… and when you click the “Add Your Information!” link it will bring up a window where people can add your contact information.

Add Your Information!

On the internal staff side all you have to do is edit the contact to make sure everything is ok (The pending contact will appear flashing at the top of the list of contacts in the Contacts Manger) and they’re now in the system!

It’s a lot easier to get all your clients or a new contractor into the system this way.

Alerts Through RSS

When we added on-screen alerts that appear in the system header, in addition to recieving alerts through email we also added in the option to recieve your alerts through RSS.

Simply expand your header alerts then click the RSS icon alongside “Your Alerts!”, it’s a normal RSS feed we haven’t password protected to ensure it works in all feed readers (so don’t make your feed url public!).

RSS Alerts

Edit Page Content

The Edit Page Content link displays on every page of the application, you’ll find it bottom left of the page, by default it explains the page you’re currently on, but you can write something different by clicking the “Edit This Page” link.

In the pop-up you have a “Section Title”, “Page Title” and a “Short Desc” that you can edit, with the option to reset all of them in the “ADMINISTRATION” section of the system. (Note: this will show for ALL users.)

Page Content Sections

The Page Title Variable

This setting can be found on the Developer Settings page in “ADMINISTRATION”, it affects the text that’s used in the page titles (IE: appears in your browsers header bar).

Tags: features, proworkflow, Tips