A Guide for new Users

As a new employee to ProWorkflow(Project management software), one of my first jobs has been to go through the Help Center and follow all the articles and ‘Getting Started Guides’ to check that they did indeed get me started and to see how user friendly it was to a new user.

It’s been a really great exercise and has already helped us make some improvements including making articles a little clearer and easier to find as well as tweaking the structure to mirror the main app.

The key thing I discovered is how very important it is to use the ‘Setup Assistant’ and follow the ‘Make it yours’ and ‘Let’s get started’ steps.

I think many people bypass these because they want to get stuck in straight away but I found that just following those simple few steps really helped ease me into ProWorkflow and gave me a good basic insight into the layout and functions.

The benefit of using the Setup Assistant is that it quickly covers a lot of the key settings in ProWorkflow, like adjusting Currency, Time and Date and using the Look ‘N’ Feel settings to customise the interface for your company, after all not everyone likes orange as much as we do!

After completing the Setup Assistant I suggest heading to the Help Center to check out the Admin Guide which walks through creating your first project and has links to some great articles on Tracking Time, adding Files & Messages and exploring some of the most useful features in ProWorkflow.

Once you’ve done that, you should have a pretty good grasp of ProWorkflow and your next step is probably to get some of your team using the solution.

The two best tips I can give here are to get them to watch the Introduction video and to make sure you check their permissions and remove any features they don’t need so they get a streamlined view of the system.
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So, in short, my top tips:

Don’t skip over the Setup Assistant and Videos! – they may take a few minutes, but they will save you time later!

Add the Help Center to your favourites; it’s a great resource for you and your team.

If you get stuck then get in touch, we’re always happy to help and the support team here are fantastic.

If you’re reading this after signing up and have lost the Setup Assistant then you can find it in the Administration section.

- Aimee

Tags: Advice, Assistant, Guide, Help, Manual, proworkflow, Tips