Videos.

Guides to using ProWorkflow.

We've created some videos to help you learn the basics of ProWorkflow as well as some of the more advanced features and we'll keep adding more each month. Contact us if there are new videos you would like us to create.

Getting Started

	Introduction for New Users This video explains how to access ProWorkflow, the layout of the system & how to change some basic personal settings
	Add a Staff User This video explains how to add a new staff user
	Add a Client User This video explains how to add a new client user
	Add a Contractor User This video explains how to add a new contractor user
	Add a Company This video explains how to add a new company
	Add a Project This video explains how to create a new project
	Add a Task This video explains how to create a new task
	Client User - Introduction This video explains how Client users access ProWorkflow, the layout of the system and how to change some basic personal settings.
	Complete a Task/Project This video explains how to complete a task or project
	Contact Manager This video explains the features of the Contact Manager section
	Project Manager This video explains the features of the Project Manager section
	Tasks Manager This video explains the features of the Tasks Manager section
	Time Manager This video explains the features of the Time Manager section
	Track Time This video explains how to track time in ProWorkflow
	Using "Show Info" This video explains how to use the "Show Info" feature

How To...

	Application Settings This video explains how to change Application Settings
	Audit Log This video explains how to use the Audit Log
	Autonumbering This video explains how to use Autonumbering for Projects, Quotes & Invoices
	Default Project Settings This video explains how to change Default Project Settings
	Developer Settings This video explains how to change Developer Settings
	Email Alerts This video explains how to setup and use Email Alerts
	Export to XML and CSV This video explains how to export data from ProWorkflow in XML or CSV format
	Extra Functions This video explains how to use the Extra Project Functions
	File Space Manager This video explains how to use the File Space Manager
	Look n Feel Settings This video explains how to change the Look n Feel Settings
	Messaging This video explains how to use the Messaging Features of ProWorkflow
	My Favorites This video explains how to use the My Favorites feature
	Project Details Page This video contains an overview of the Project Details Page
	Project Expenses This video explains how to use the Project Expenses Function
	Recurring Tasks This video explains how to use Recurring Tasks in ProWorkflow
	Staff Permissions This video explains how to change Staff Permissions
	Standard Reports This video explains how to use Standard Reports
	Task Templates This video explains how to use Task Templates in ProWorkflow
	Time Management This video contains an overview of the Time Tracking and Management features of ProWorkflow
	Desktop Time Tracker - Install This video explains how to install the Desktop Time Tracker Widget
	Desktop Time Tracker - Track Time This video explains how to use the Desktop Time Tracker Widget
	Usability Settings This video explains how to change Usability Settings

Quotes & Invoices

	Add an Invoice This video explains how to add a new invoice
	Add a Quote This video explains how to add a new quote
	Attach a Quote to Project This video explains how to attach a quote to a project
	Copy Quote or Invoice Settings This video explains how to copy settings between the Quote and Invoice Manager
	Create a Project from a Quote This video explains how to create a project from a quote
	Discounts and Margins This video explains how to add Discounts and Margins to Quotes and Invoices
	Invoice Templates This video explains how to use Invoice Templates
	QuickBooks Integration Guide This video explains how to setup QuickBooks integration with ProWorkflow
	Xero Integration Guide This video explains how to setup Xero integration with ProWorkflow

Tips & Troubleshooting

	Assign a user to a task This video explains how to assign a user to a task
	Change date and time This video explains how to change your date and time
	Change your password This video explains how to change your password
	Client can't see Project This video explains how to give a client access to their projects
	I forgot my password This video explains what to do if you have forgotten your password
	Import CSV Files into Excel This video explains how to import CSV files into Excel
	Import XML Files into Excel This video explains how to import XML files into Excel
	Recover Deleted Items This video explains how to recover deleted items
	Speed Tips This video contains tips for improving the speed of ProWorkflow

proactivesoftware | proworkflow | proworkflowblog | julian101

NEWSLETTER >

Subscribe