PWF Quick Tip: Changing Permissions
PWF Quick Tip: Changing Permissions It’s Rachel’s first day on the job and being a new staff member you don’t want her to accidentally modify or delete anything important. Well, good news here’s a quick tip on how you can change permissions for different users. User friendly permissions In ProWorkflow in the top tabs click […]
Why We Fired Our Retention Team
Why We Fired Our Retention Team Innovating our team Retention. Defined as: The continued possession, use, or control of something. Well not exactly, but we transformed them into our Customer Success Team. Our goal isn’t to keep our customers forever but have them enjoy their time with us regardless of how long they stay. No […]
PWF Quick Tip: Updating Multiple Task Dates
PWF Quick Tip: Updating Multiple Task Dates Your clients just called and the whole project needs to be shifted to a later date and you’re scrambling to make these changes.Don’t stress, this quick ProWorkflow Tip has got you covered. Simple time management solutions You can easily change all the dates with a few clicks! Navigate […]
PivotTables: Filtering the Data
PivotTables: Filtering the Data Now that you have created a PivotTable with all this data and you want to focus on smaller fragments of it, you are able to filter this! How to Filter Pivot Tables Under ‘PivotTable Fields’ click and drag the field you want to filter in the ‘FILTERS’ area below. For this example, I […]
Mastering Time Management
Mastering Time Management Valuing your, and your teams time Whether we think about it in a monetary prospect or not, time is valuable to us. If you put it into perspective, how much time do we exhaust on trying to actually manage time? Although this may seem counter-intuitive to spend time in learning how to […]
How to Create Pivot Tables?
How to Create Pivot Tables? Reporting solutions with ProWorkflow Spending too much time analyzing data? PivotTables automatically sort raw data into a table or spreadsheet, displaying the results on a separate table showing the summarized data. PivotTables can save you a lot of time, work and give you insights into your data that you may […]
Quick ProWorkflow Pro Tip!
Quick ProWorkflow Pro Tip! Project tasks for long term If you’re managing a long term Project (or have a massive task list…) keep reading to find out how to simplify your view of the Project Tasks section with two simple clicks! Managing long term projects The first image below shows a snapshot of our Tasks […]
Burn, the latest Task setting – a hot new feature!
Burn, the latest Task setting A hot new feature! Our development team have been working hard on a heavily requested feature – the ability to set and monitor hourly rates for Projects and Tasks. What is being added? We have calculated burn by taking the set hourly rate and then multiplying this with the time […]
New Email Notifications!
New Email Notifications! Simplifying communication From this Monday – July 18th 2016, the look and information around notifications with ProWorkflow will change! This update is based on customer feedback from those who wanted to be able to make their notifications simpler with options to keep different people up to date. What is changing? We are […]
Single Sign On Integrations with ProWorkflow
Add Your Heading Text Here Add Your Heading Text Here The dev team have been hard at it again! The integrations just keep flowing from our developers – this time we’re proud to add a pretty exciting extension category added to the tool. If you’re a big fan of Single Sign On, you’ll already know […]