Getting started with ProofHub

Quickly set up your ProofHub account

How is your work arranged in ProofHub

ProofHub follows a streamlined approach to project management wherein all your projects and tasks are arranged in a hierarchical structure.

1. Account: Your account details are based on your organization’s login url or shared domain which connects everyone in the organization through ProofHub.
2. Projects: You can create a project as per clients and teams, and store task lists as well as tasks while monitoring progress, team communication, and project details.
3. Task Lists: You must create a task list to store a collection of tasks with a default or custom workflow. Each task list has a different workflow therefore, we can easily create task lists in order to club tasks and help bring projects to completion.
4. Tasks: ProofHub’s workflow allows you to store tasks in projects thus, helping teams stay informed about who is working on which task. Further, tasks are a repository of files, documents, discussions, and much more.
5. Subtasks: You can also breakdown tasks in smaller, manageable chunks called subtasks. You can add various assignees and due dates to subtasks and convert it into a main task anytime.

Managing your projects in ProofHub

Create a project

You can use the project you set up during the sign up process or create a separate project . You can create different projects for each of your clients or departments.

ProofHub is a model task management tool that helps users to streamline everyday workflow, organize projects, and stay on top of deadlines.

Adding task lists and tasks

Once you’ve started using ProofHub the first step in adding tasks is creating tasks lists.

Creating a task is simple and the basic step to beginning with ProofHub. You can create a task and a tasklist, select a workflow for the tasklist, and choose whether you want to keep the tasklist public or private.

Add a task list

• Go to the task section and choose a task list.
• Each task list is a collection of tasks which follows the project to completion.
• Create a task list with a default or custom workflow.
• A workflow can be selected only while creating a task list and not while choosing one.

Workflows are quintessential to the creation of task lists as well as project management, and ProofHub allows users to create and manage existing workflows.

As a ProofHub beginner, it is important to understand the importance of workflows. ProofHub offers two default workflows:

1. Basic Workflow: This includes two standard work completion stages: To-do and Done.
2. Kanban Workflow: The Kanban workflow is valuable to track your tasks. It offers three default stages: Backlog, In-process and Complete.
3. Custom Workflow: Custom workflow allows users to customize everyday tasks as per their discretion and usage.

Add a task

Best practices for beginners

• Assign tasks to one or multiple people and allocate work optimally.
• Create subtasks to break down tasks into manageable chunks.
• Use custom labels to distinguish between tasks.
• Set dates, time estimates, and track task time.
• Create recurring tasks, attach files to tasks.
• Filter tasks on the basis of stages, people, dates, labels and more.

Custom fields for task management

Custom fields help store relevant task details, customize information as per the workflow, and understand project requirements better. They allow users to store task details such as task status, task stage, type, expenditure, priority, categorization, and more.

Unlike the default task fields, custom fields help users store and alter specific task related information such as date, currency, colour, list, text, numbers, etc.

Custom fields add more value to the table view by helping users visualize more data in a single window. By viewing more data on a single window users can manage tasks effectively, thereby improving the table view's overall usability.

Viewing your tasks

Table view

ProofHub’s table view allows you to plan and present project-related information in an organized manner. Assign tasks, share important details, and ensure that every critical data is in the right place. The table view gives you the flexibility to sort data based on the priority and arrange your work just the way you like so that you never miss out on important information.

Basics of ProofHub’s table view:

• A list view for users to assess all project details.
• Select columns you wish to see or hide such as assignees, dates, and more.
• Add new default as well as custom columns.
• Add comments, arrange work, assign labels, and define project scope.
• Track task history and details to understand tasks better.
• Use ProofHub’s new Custom task fields to make everyday tasks easier.

Kanban View

Kanban view or board view as it is popularly known is one of the most popular features of ProofHub among its users. You can divide tasks into workflow stages, allocate work accordingly, and get notified as tasks progress.

Know about other task views:

• Gantt
• Calendar
• Activity logs
• Me view

Collaboration and Communication

One of the basic objectives of ProofHub is to make collaboration and communication better and this is achieved through a range of features.

Chat

ProofHub chat makes conversations easy and accessible, and is the fastest way to connect within and outside of your team without having to leave the platform. From initiating conversations with a fellow team member or an entire team to communicating with clients, everything is possible with ProofHub in-house communication tool.

Announcements

Announcements are designed to highlight key milestones, celebrate accomplishments, and bring important issues to your team’s notice. Users can create announcements, convey required information, and subscribe team members to the same.

Discussions

Discussions are more work-centric spaces where users can create topics and hold constructive discussions. Teams can hold discussions among themselves, with other individuals cross-functionally, and even with clients and stakeholders if needed.

Additional features

• File proofing and approvals
• Events and milestones
• Gantt charts and dependencies
• Request forms, Bulk allocation and Activity logs
• Data import and export options
• Custom domain/ white labelling
• Options for personal account settings and preferences
• Reports: default report, custom and workload reports

Managing your ProofHub account

• Account management option: company setting
• Creating and managing project categories
• Custom Domain
• People management: add, groups, suspend and delete
• Custom Roles