To make it easier to get users up to speed, we’re creating a series of videos. We’ll be adding a lot more on a daily basis. Check the page and vids out here:
View the Vids! – New Support Videos!
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View our first set of Videos!
One of the areas of ProWorkflow we haven’t really been happy with was the ‘Communication’ area on the Project Details page. It annoyed me enough that a couple of weeks ago I decided to change it!
We wanted a more intuitive way to add messages to projects and tasks and also to control messages sent externally to email.
In the old system for example, you could send a message to a client or contractor, but they would have to login and navigate to the project, scroll down and then use the Communication tool to reply. Not exactly efficient. And that’s if the client or contractor either had or actually remembered their login and password.
Also, the messages were assigned to the people on the project only, so if you added another project member, they couldn’t see any messages added before they were added to the project.
It was pretty basic, so we gave the section an overhaul!
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.Note: This feature is coming in the next update!
Here’s what we’ve done!
- Eliminated Page Refreshes!
Now you can add messages to projects and tasks on the fly (without page refreshes). Just the relevant data changes. - Inline Viewing and Editing!
The editors are all inline. Just add a message and the editor drops down below, when done slides up! Clicking ‘View Messages’ will display a list of that task’s messages beneath the task.
Create Public Messages!
You can create ‘Public’ messages. This means they will be seen by anybody who can view the project even if they are added later. This means everyone can see the conversation history that needs to.- Print View!
Print all the messages in an easy format so you can check up on the projects ongoing communication… 
View as ‘Date’ or ‘Projects and Tasks’
View the list of messages on screen either by the ‘Date Added’ or grouped by ‘Project and Task’. This way allows you to easily see all messages added for a particular task if you are about to start work on it.
Make All messages Public!
This option will allow you to change all historic messages (before this update) to ‘Public’ mode so any new staff working on the project can see the messages if needed. Great if you have 100+ messages that the new user wasn’t assigned to, but needs to see! The previous workaround was to make the staff user a SuperUser, but that’s not ideal.- Threaded Discussions and Replies!
We’ve created the new messaging to cope with threaded discussions and replies! So grouped conversations stay together and be understood in context. Project managers can send out messages, and staff, clients and contractors can easily reply without logging in! Brilliant!
Simple One Click Replies!
When a message is sent, the recipient receives a simple email containing the message, but also the relevant project information.They can click to view the project, but the real feature is the ‘Reply to Message’ link!Clicking this allows the user to reply to the message quickly and get back to work! They don’t even have to login to ProWorkflow to reply!
How cool is this! Think about this… It means all your clients and contractors can be a part of the project and task collaboration without ever needing to login to ProWorkflow. They don’t even need to be sent login details! This is a feature that will make you look professional to clients, and will make project collaboration a total breeze!
- View Messages on Tasks
In the popup ‘Task’ window, you can now add and view messages. View the conversation history while working on a task. - Move Messages
Both the ‘Move Task’ and ‘Copy Task’ tools allow you to also move the associated messages between projects if you move the task.
And more!
So that should help you all collaborate better with your clients!
- Should be able to roll the new ProWorkflow 'Messaging' feature onto a few accounts this week! #
- http://is.gd/3E1jn – Adding a user in ProWorkflow. Dead easy, no hassle at all! #
- Some awesome new 'Communication' functionality coming soon! #
- ProWorkflow update being rolled out today – a few tweaks and fixes… #
We have a number of people ask how to add a new user to ProWorkflow. This video should explain the process of increasing your user license limit and getting the user setup and ready to start using ProWorkflow!
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If you are having trouble viewing this ScreenCast, click here.
We’ve had a few people ask about how to install and use the Desktop Time Tracker widget. It’s pretty easy to download and setup, but Lara was so kind as to make a few video ScreenCasts to better explain. Check these out and if you still need help with the Time Tracker, contact us and we’ll get you sorted!
Can’t see the Vids?
If you are having trouble viewing these ScreenCasts, click here and here.
Installation video:
Using the Time Tracker Widget:
Note: We’re starting to build a library of these ScreenCast videos. Let us know if you would like us to make a video on a certain topic.
- Just posted 5 posts on the ProWorkflow blog: http://bit.ly/oa87q – All about the Invoice and Quotes changes! #
Another week, another major set of improvements for our Quote and Invoice modules! This update is being rolled out right now, we’re doing this in phases to ensure there is no performance hit so if you can’t see the changes yet then try again in a few hours and they should be there waiting for you!
We’ve even managed to squeeze in a couple of other much-requested features at the same time. Make sure to keep your eyes on the blog in the coming weeks as there are some other big enhancements in the pipeline but for now let’s look at what’s been added this time!
- Quotes/Invoices – Templates
- Quotes/Invoices – Discounts & Margins
- Quotes/Invoices – Negative Quantities & Rates
- Quotes/Invoices – Reports
We’ll write a post about each item to better explain. If you have any questions, feel welcome to get in touch with our friendly team!
We’re really proud of this new option and we’re sure it will save you a lot of time. It’s now possible to create templates for both quotes and invoices. These can include settings such as custom logos, header/footer text and tax rate settings as well as individual line items. So now you can make templates for your main customers, common projects or different tax regions and no longer have to enter all of the details each time.
Setting up and using these templates is as easy as the process for creating a new quote or invoice but we’ve made a couple of short guides to get you started:
