ProWorkflow Christmas Update!

We’ve had the team working extra hard the past few weeks to put out a great Christmas ProWorkflow update for our customers!

This is the start of a number of speed and usability related updates we’ll be rolling out over the coming months that will really improve the way ProWorkflow works on a daily basis. Here’s what we’ve rolled into this update…
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Application changes!

Rebuilt Project Details Page
We’ve rebuilt the ‘Project Details’ page from the ground up! At first glance you may not notice a lot of difference as the changes are subtle but it transforms the speed and usability of the page. Here’s what we did:

1. Rebuild all the ‘Modules’ on the page.
These have been recoded to load quicker, expand and collapse, have tidier options and be movable through the new ‘Tools’ option.

2. Added a tools option to enable, disable and reposition functionality as needed on the page.

3. Moved the ‘Favourite’ icon.

4. Rebuilt the ‘Project Contacts’

Note: I’ll expand on these changes further down the post.

New ‘Tools’ section!
The big new feature in this update is the new ‘Tools’ tab on a project. This gives the Project Manager a lot more flexibility when laying out a project. For example if you use ‘Messages’ a lot you can have it moved to the top of the page. Another example is you could have the ‘Tasks’ section default to closed if there are a large number to display. In the tools you can:

• Move sections on the page so the most useful is near the top.
• Set the default to open or closed for a section.
• Set the default sort order for Files and Messages. Very helpful for those whose clients have had difficulty finding files!

Removed the need for the ‘Edit Project’ popup & link!
You no longer need to use the ‘Edit Project’ popup and link at all!  The project information can all be edited directly on the page! We’ll be removing the ‘Edit Project’ popup and link completely in the next update – awesome!

Improved the ‘New Project’ popup!
Adding a new contact while adding a new project used to be a difficult mix of popup windows. Not now! Just click ‘Add Client’ and some slide down fields appear. You can add a new Client, Company or Client in a Company!

If you need some additional contact information fields, simply click the ‘Add More Details’ link. Easy!! This has removed two more popups!

‘Project Settings’ page rebuilt!
The ‘ADMINISTRATION > Project Settings’ page has been updated so you can set defaults for when adding new projects. We’ve also added the new ‘Tools’ options to the right.

New ‘Add/Remove Project Contacts’ feature!
You can now ‘Add and Remove’ Project Contacts on the page! Awesome! In the past you would need to click ‘Edit Project’, scroll down the the ‘Staff Assigned’ multiselect and add or remove staff there – very clunky! The new system is a heap easier and makes adding and removing contacts to a project a breeze! And one less popup window!

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Moved ‘Add to Favourite’ icon
Location of ‘Favourite’ feature has moved to beside the project title.

Many users overlook this feature but it is useful. Click the icon the ‘Add project to Favourites’. The project will now appear on the left menu in the ‘Favourites’ section of the navigation. Very handy if you have a project you’re working on continuously or frequently. This saves you looking around for it. 
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Moved ‘Client View’ option
Previously, to allow a Client to view projects, you would click ‘Edit Project’ and select ‘Client View. This option has been added to the Project Details box on the Project Details page so you can simply click it to enable the option.

The default for this option can be set on the ‘ADMIN > Project Settings’ page.
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Support Resources!

HELP Center live – http://help.proworkflow.com
We have put together (Mostly Richard) a new Help Center to replace the outdated Knowledgebase. The new Help Center is being updated regularly, it’s more dynamic, has videos and is easily searchable. Check it out!

API Center live – http://api.proworkflow.com
We created a new site for all resources related to the ProWorkflow API. Feel welcome to take a look and contact us if you want an API key for your ProWorkflow account. We have a good number of ProWorkflow users writing their own custom reports and integrations and loving it!

iPhone Update!

The ProWorkflow iPhone application has been completed and submitted to Apple for approval.

It’s just a waiting game now, but will be worth the wait! In the meantime, check out the screenshots!

This is round one! When we get more customer feedback we’ll look into a second release!

And that’s not all… !!

We have another cool update coming around mid Jan 2010 and we’re also keeping a fairly major change and new feature up our sleeves for a big update in late Jan or early Feb that everybody will love!

Keep an eye on the blog! Merry Christmas everyone!!

Tags: christmas, proworkflow, release, update