- Projects Dashboard
- Task Management
- Timeline Management
- Time Tracking
- Team Collaboration
- Contact Management
- Invoice And Quote Management
1. Projects Dashboard
The software’s project dashboard is divided into two distinct columns. On the left side, you get a summary of all your active projects and tasks along with total time tracked, invoices, and quotes generated in the past week. The right side is occupied by an activity column, which gives you an overview of your current and upcoming workload. Helpfully, overdue tasks are displayed prominently in red, so you always know which ones to prioritize.
If you are a project manager, the activity tab also gives you a real-time look at when your team members logged in and what tasks they are working on. On the customization front, the software offers seven different color themes to choose from. If that doesn’t satisfy you, then you can create a custom color scheme and can even upload your company’s header and logo to give it a more official look.
2. Task Management
With ProWorkflow, you can manage tasks either from the project dashboard or the tasks page. When creating a task, the software allows you to set a task name, start and due date, assign a priority, attach any pertinent notes or files to it, and start tracking time. Helpfully, the bottom left corner has a button that lets you check your staff’s availability before you assign the task to them. Uniquely, you can mass assign resources to specific tasks and mass assign hourly services to external contractors.
The tasks page allows you to filter your task views according to project, priority, due date, or client. A nice feature here lets you save time by setting up task templates, preconfigured with subtasks, resources who are always responsible for completing these specific tasks, and the timeline for the task. Once you activate a task template, the software changes the task’s due date dynamically based on its start date. Subscribers of the advanced plan can set up entire projects beforehand by using the project template feature.
Another time-saving tool allows you to set up recurring tasks. The app will automatically create one at the intervals you have set.
3. Timeline Management
ProWorkflow has a well-designed Gantt Chart that allows you to see if your projects are running on schedule. There are several project and task filters you can use to create a Gantt Chart of your liking. These include parameters such as active or complete tasks, tasks by all or only some of your staff, date ranges, and project categories. The chart’s interface is interactive and easy to use. You can edit a timeline by lengthening it at one end or dragging-and-dropping them around to change their start and end dates.
Additionally, each task is color-coded for easier distinction with critical path tasks being signaled out in red. Another helpful feature is the software’s workload manager at the bottom of the screen that shows you how many hours each team member is assigned. This allows you to ensure that the workload is shared equally among your employees.
4. Time Tracking
There are four ways that you can track time with ProWorkflow. The software has a built-in stopwatch timer on its dashboard. When you click on the clock icon, it starts tracking your time. Second, if you don’t spend a lot of time on your web browser, you can use ProWorkflow’s time tracker desktop widget to track time. This widget also allows you to attach files to a task and send messages to your team members away from your browser.
Third, you can drag and drop the task you want to record into the app’s time tab, which gives you a calendar view of time tracked. Finally, if you want to enter time manually, you can do so by going to the direct entry tab on the timesheet page. The software allows you to make multiple time entries for the entire week. Conveniently, you can set the software to round off time entries by 5, 10, or 15 minutes for easy payroll calculations.
5. Team Collaboration
This project management software does not have an in-built chat feature, which is a big miss for an app that prides itself on improved team collaboration. That said, you can communicate with team members and clients associated with a project from within a task. Aside from a written note, you can also attach files to your message if you need to.
The software sends the message to all its recipients both within the application and directly to their email inbox. Additionally, recipients get in-app and email notifications when they receive a message. What’s nice here is that team members can reply to a message even though their email provider if they don’t have access to the software at the time of receiving it.
6. Contact Management
The platform’s contact manager stores all your contact information in one central database, so you have easy access to it. For easy distinction, it sorts your contacts into categories such as staff, clients, and contractors. Further, you can assign tags to contacts to make searches simpler. The software allows you to store a wide range of information on contacts, including their contact data and social media profiles. You can also add files and notes to record any unique detail about them. The contacts manager even has an inbuilt Google Maps integration that shows you a contact’s physical address location. Additionally, you can send out a mass email to all your contacts, which is convenient for sending out newsletters and company updates.
7. Invoice And Quote Management
Invoices and quotes are add-on features and cost an additional $10 each per month. Both have similar functionality and customization options. You can upload your company’s logo on them, change the display settings and default text wording, as well as modify the document’s footer, and add a few custom fields. The software also allows you to create a library of hourly rates for different tasks and fixed cost times, which you can pull from to create an invoice or quote easily. As with projects and tasks, you can set up multiple invoices and quote templates beforehand to save time. Once created, invoices and quotes can be sent to your clients directly from the software or downloaded as a PDF document.
This app has a robust reporting feature. It has several in-built or standard reports in eight categories. These are:
- Resource reports
- Time reports
- Individual project reports
- General project reports
- Task reports
- People reports
- Quote reports
- Invoice report
If their selection of standard reports doesn’t satisfy you, the software has a custom report builder that offers a host of filters.