Guides
Everything you need to know about ProofHub. From getting started to advanced configuration.
Chat
Introduction to chat
ProofHub’s chat feature revolutionizes team communication by providing real-time, instant messaging. It empowers you to share updates and receive immediate responses to any questions, ensuring swift and efficient collaboration on projects and tasks.
One-to-one chat
ProofHub’s one-on-one chat functionality fosters instant communication and collaboration. Connect directly with colleagues, ask questions, share updates, and keep projects moving forward efficiently.
Group chat
ProofHub’s group chat feature enables you to create groups for effortless discussions with everyone involved in a project or task. Instantly exchange messages, pictures, and files with everyone involved, keeping communication flowing and everyone on the same page.
Attach a file in chat
ProofHub chat allows you to share photos, screenshots, and files with your text messages, enabling instant feedback and approvals from team members.
Save chat messages
ProofHub’s save chat feature allows you to save important or noteworthy conversations that you have with individuals or groups. Saved messages are stored in a separate window dedicated to organizing and accessing them later.
Reaction to chat messages
Reactions on chat messages allow you to quickly and easily express your thoughts without typing a full response. Whether it’s a thumbs-up for agreement or a smiley face for something funny, adding reactions to messages enhances communication within your team.
Time
Introduction to Time
ProofHub’s time section serves as a critical tool for managing and tracking time across projects, providing users with robust capabilities to oversee project progress, allocate tasks efficiently, identify bottlenecks, optimize resource allocation, and ensure timely completion of deliverables.
How to add and manage timesheets
Learn how to configure Virex for your project. Covers build settings, environment variables, and deployment options.
How to add and manage time
Learn how to configure Virex for your project. Covers build settings, environment variables, and deployment options.
Bulk actions on time
ProofHub allows you to perform bulk actions on your time entries, like changing their status, deleting them, or exporting them for further analysis.
How to download and export timesheets
Learn how to configure Virex for your project. Covers build settings, environment variables, and deployment options.
How to utilize all tasks
ProofHub’s “All Time” section, located within “Everything” provides a comprehensive record of all time entries logged across all projects and users.
Others
Introduction to advanced search
ProofHub’s advanced search feature is a powerful tool that enables you to locate tasks, projects, people, files, and more across all assigned projects and sections on your account.
How to manage in-app notifications
In-app notifications in ProofHub are a crucial feature that keeps you updated on activities, tasks, projects and mentions within your workspace. Efficiently managing these notifications ensures that you stay on top of important updates without being overwhelmed.
How to set a background image
Learn how to configure Virex for your project. Covers build settings, environment variables, and deployment options.
How to add and manage announcements
The Announcements in ProofHub is a versatile tool for communicating important information that may not be tied to a specific project. You can use it to appreciate a job well done, celebrate achievements, or send birthday greetings.
How to add and manage stickies
Stickies in ProofHub provide a convenient way to jot down notes, reminders, and important information, keeping your workspace organized and clutter-free.
How to manage bookmarks
ProofHub’s Bookmark feature allows you to quickly access important task lists, notes, and other items by bookmarking them. This guide will walk you through how to access, add, and delete bookmarks efficiently.
How to manage personal settings
Learn how to configure Virex for your project. Covers build settings, environment variables, and deployment options.
How to change your password
Learn how to configure Virex for your project. Covers build settings, environment variables, and deployment options.
How to use filters in task
This feature consolidates every task you are responsible for, regardless of the project it belongs to, into one comprehensive view. By using this option, you can efficiently track your workload and manage your responsibilities without needing to navigate through each individual project.
Login
Learn how to configure Virex for your project. Covers build settings, environment variables, and deployment options.
How to use my activities
This feature provides a detailed overview of all your actions and contributions within each project, consolidating them into one comprehensive view. By using this option, you can easily track your progress, review your involvement in different tasks, and ensure that you stay on top of all your project-related activities without needing to navigate through each individual project.
How to use my logged time
This feature allows you to record the hours you’ve worked and provides a comprehensive overview of all your time entries in one place. By using this option, you can efficiently manage and review the time you’ve dedicated to various tasks and projects without needing to switch between different project views.
How to access your API key
To automate tasks, integrate with other applications, or build custom solutions, you can use the ProofHub API. This guide provides essential information on how to get started with the ProofHub API, including how to generate and use your API key.
My events & milestones
ProofHub’s “My events & milestones” option centralizes all your scheduled activities and key project milestones in one convenient location.
Keyboard shortcuts
ProofHub offers keyboard shortcuts that enable users to swiftly navigate or perform tasks efficiently.
How to manage trash
Monitor task progress, update assignees, set due dates, and ensure timely delivery using ProofHub’s integration with Slack – all from one platform.
How to access dark mode
ProofHub allows you to customize the appearance of the interface by switching between light mode, and dark mode or automatically adapting to your system settings.
Tasks
Introduction to gantt
The “All tasks” view in ProofHub provides a comprehensive overview of all tasks across projects, helping you stay organized and up-to-date.
Introduction to tasks
ProofHub helps you stay on top of your projects with its task management features.
How to add and manage task list
Learn how to configure Virex for your project. Covers build settings, environment variables, and deployment options.
How to add and manage task
Learn how to configure Virex for your project. Covers build settings, environment variables, and deployment options.
How to add and manage custom fields
ProofHub takes project management a step further with custom fields. Capture the specific information that matters most to your projects. Go beyond basic task details and add fields for things like budgets, deadlines, priorities, or anything unique to your workflow. This guide will show you how to create custom fields, choose the right data type (text, numbers, dates, etc.), and leverage them to gain deeper insights into your projects.
How to import and export tasks
Learn how to configure Virex for your project. Covers build settings, environment variables, and deployment options.
How to add tasks via email-in
Learn how to configure Virex for your project. Covers build settings, environment variables, and deployment options.
How to add and manage forms
Learn how to configure Virex for your project. Covers build settings, environment variables, and deployment options.
How to change views in tasks
ProofHub offers two main views for managing your tasks: Table view and Board view. Each view provides a different way of organizing and visualizing your tasks, catering to various project management needs.
How to use filters in task
ProofHub offers powerful task-filtering options to help you organize and manage your projects effectively. Filters can be applied in both Table view and Board view, allowing you to narrow down and focus on specific tasks based on various criteria.
How to log time in a task
Logging your time in ProofHub helps keep track of the effort spent on tasks. Follow these steps to accurately log your time:
How to manage workflow in tasks
Learn how to configure Virex for your project. Covers build settings, environment variables, and deployment options.
How to view task history
The task history feature in ProofHub allows you to track all activities and changes associated with a task from its creation onwards.
How to view task dependency
Task predecessors and successors in ProofHub allow you to establish dependencies between tasks, facilitating efficient project management and workflow coordination.
How to add a recurring task
ProofHub offers a convenient feature to create recurring tasks, allowing you to automate the scheduling of tasks that repeat daily, weekly, monthly, or yearly.
How to archive and unarchive task
Learn how to configure Virex for your project. Covers build settings, environment variables, and deployment options.
How to archive and unarchive task lists
Learn how to configure Virex for your project. Covers build settings, environment variables, and deployment options.
Calendar
Introduction to Calendar
ProofHub calendar is designed to streamline your project management experience. With the calendar feature, you can easily add tasks, events, and milestones, allowing you to stay organized and focused on key project deliverables.
How to add and manage an event
Learn how to configure Virex for your project. Covers build settings, environment variables, and deployment options.
How to add and manage a milestone
Learn how to configure Virex for your project. Covers build settings, environment variables, and deployment options.
How to add a task in calendar
Learn how to configure Virex for your project. Covers build settings, environment variables, and deployment options.
How to subscribe and download the calendar
Learn how to configure Virex for your project. Covers build settings, environment variables, and deployment options.
How to filter and customize calendar
ProofHub’s calendar feature allows you to tailor your view to suit your needs, making it easier to manage your events, milestones, and tasks.
How to utilize all calendars
ProofHub’s “All calendars” consolidates all calendar items, including events, milestones, and tasks across different projects assigned to anyone, into a single, unified view.
Reports
Introduction to reports
In ProofHub, the reports section serves as a hub for obtaining consolidated, accurate, and current project insights regarding tasks, milestones, and time tracking.
How to add and manage work reports
Learn how to configure Virex for your project. Covers build settings, environment variables, and deployment options.
How to add and manage resource reports
Learn how to configure Virex for your project. Covers build settings, environment variables, and deployment options.
How to add and manage custom reports
With ProofHub, you can visualize every aspect of your project and its overall progress in one place. Additionally, you can track an individual’s tasks, milestones, time data, and overall progress. Utilize individual reports to analyze performance and progress across all their projects, and plan ahead by leveraging ProofHub’s resource management reports.
Manage
How to add and manage workflow
ProofHub allows you to manage your existing workflows, create new workflows from scratch, and create copies of existing workflows.
How to add and manage task labels
ProofHub’s task labels are a way to categorize and prioritize your tasks.
How to add and manage project categories
Project categories in ProofHub help you organize and group projects effectively, making it easier to manage and locate related projects.
How to add and manage project statuses
Project statuses in ProofHub help you track the progress and current state of your projects.
How to manage trash
The Trash feature in ProofHub acts as a temporary storage area for any deleted items, such as tasks, projects, files, and user accounts. ProofHub keeps items in the “Trash” for 15 days.
How to add and manage custom roles
ProofHub offers a flexible role management system to help you control access and permissions for team members. While there are three default roles (Owner, Admin, and Normal User) that cannot be customized, you have the option to create custom roles tailored to your specific needs.
How to manage bulk allocation
The bulk allocation feature in ProofHub allows you to efficiently assign and subscribe multiple tasks, files, discussions, and notes from one person to another in a single action.
How to manage apps and integrations
ProofHub offers a variety of built-in apps and integrations with third-party tools to enhance your project management experience.
How to manage a plan
Managing your ProofHub subscription plan is straightforward and allows you to adjust your billing cycle and choose the plan that best fits your needs.
How to cancel an account
Only the account owner and those with account cancellation permissions can cancel the account.
How to import from Asana and Basecamp
ProofHub allows you to import projects, user accounts, and other data from popular project management tools such as Basecamp (Next, Classic, and 3) and Asana.
How to manage trash
The activity logs in ProofHub is a comprehensive record of all updates made to your account data, including who performed each activity.
How to manage ProofHub settings
Learn how to configure Virex for your project. Covers build settings, environment variables, and deployment options.
Discussions
Introduction to discussions
ProofHub discussions act as the heart of your project’s communication and collaboration. Imagine a dynamic space where your team can exchange ideas, brainstorm solutions, and share feedback on any aspect of the project.
How to add and manage discussions
Learn how to configure Virex for your project. Covers build settings, environment variables, and deployment options.
How to collaborate on discussions
Learn how to configure Virex for your project. Covers build settings, environment variables, and deployment options.
How to use email-in in discussions
ProofHub’s email-in feature allows you to post comments while you are on the go, without the need to access your account.
Files
Introduction to files
Files in ProofHub offer a seamless and efficient way to manage project-related documents, facilitating collaboration and streamlining workflows.
How to add and manage folders
In ProofHub, you have the ability to organize your uploaded files into a hierarchy of folders.
How to add and manage files
Learn how to configure Virex for your project. Covers build settings, environment variables, and deployment options.
How to switch between list view and thumb view
ProofHub offers two options for viewing your files: List view and Thumb view.
How to proof and approve files
In ProofHub you can review and provide feedback on files or documents within the platform.
How to manage file versioning
In ProofHub, a file version represents each distinct iteration or update of a file that has been uploaded. This allows users to track changes, revert to previous versions if necessary, and maintain a history of revisions. File versioning in ProofHub helps streamline collaboration by ensuring that team members can access the most recent version of a file and track its evolution over time.
How to upload files via email-in
ProofHub allows you to upload files via email too.
Gantt
Introduction to gantt
Gantt in ProofHub is an intuitive way to plan projects and visualize their progress in real time.
How to add and manage items in gantt
Learn how to configure Virex for your project. Covers build settings, environment variables, and deployment options.
How to set a dependency
Learn how to configure Virex for your project. Covers build settings, environment variables, and deployment options.
How to use a baseline
A baseline is a fixed reference point that represents the original project plan.
How to export a gantt
Learn how to configure Virex for your project. Covers build settings, environment variables, and deployment options.
How to utilize all gantt
All gantt in ProofHub offers a clear and detailed overview of task advancement across multiple projects, bringing transparency and clarity to your workflows.
Notes
Introduction to notes
Notes is a versatile feature within the ProofHub platform that expands beyond traditional project management functions.
How to add and manage notebooks
Learn how to configure Virex for your project. Covers build settings, environment variables, and deployment options.
How to add and manage notes
Learn how to configure Virex for your project. Covers build settings, environment variables, and deployment options.
How to collaborate on notes
Learn how to configure Virex for your project. Covers build settings, environment variables, and deployment options.
How to download and move notes
Learn how to configure Virex for your project. Covers build settings, environment variables, and deployment options.
How to search and filter notebooks and notes
Learn how to configure Virex for your project. Covers build settings, environment variables, and deployment options.
Projects
Introduction to projects
In ProofHub “Project” refers to a dedicated workspace or container where all project-related tasks, activities, files, discussions, and communications are organized and managed. Essentially, it serves as the central hub for planning, executing, and monitoring the progress of a specific undertaking. From product development to event planning, construction to IT initiatives, projects serve as the vehicle for realizing strategic objectives and driving organizational progress.
How to add and manage projects
Learn how to configure Virex for your project. Covers build settings, environment variables, and deployment options.
How to track and monitor projects
You can track the progress of the project from the overview tab. Providing project managers, team members, and clients with an at-a-glance overview.
Import projects from Asana
ProofHub offers the ability to import your projects directly from Asana. If you’re already a user of Asana with existing projects, our import feature enables you to migrate people, projects, tasks, files, and more seamlessly.
Import projects from Basecamp
ProofHub offers a feature to import your existing projects from Basecamp. If you’re currently using Basecamp and have ongoing projects, our import functionality simplifies the migration process by transferring people, projects, tasks, discussions, files, and more.
What is a template
Template functionality in project management systems eliminates the need to create projects from scratch repeatedly. Instead, for projects sharing similar structures, templates offer a pre-defined framework. You can select a template during project creation to streamline the process and save time.
Project Views
In the project section, you can view all projects, those specifically assigned to you, and access templates, all conveniently in one place.