Configurable Items

At Pronnel, adding custom attributes is free, unlike competitors. Unlimited customization encourages users to tailor their experience without constraints, fostering flexibility and user satisfaction.

Our Tutorials Section under resources has a comprehensive list of short videos you can look at. We would recommend checking out the Getting Started Section. Two tutorials that will be of interest are:
1) Structure of an Item
2) A Tutorial on Setting Up Custom Attributes

However, after reviewing these Tutorials, should you still feel the need for expert help, feel free to drop us a line. We can arrange an online Demo, or, if you would prefer a turnkey solution, our Sales Team would be more than glad to discuss a plan with a price estimate based on your requirments,

First of all, not everyone is allowed to import/ export into Pronnel. We have restricted this to Board Admins for ensuring data security and integrity. Therefore, if you are trying to import and find the buttons, inactive, it would be good to check your user status on the board.

Next, our Import wizard will take you through baby steps to import, mark correct data formats and correct most small mistakes before you are allowed to import.

How to do it? We suggest you review the short tutorial video on Data Import under Resources--> Tutorials--> Import and Export--> Importing Excel Data into Pronnel. If you are importing data into a Board that's connected to another Board, for example, lead data that should be connected to a Contact Board, we recommend reviewing "Streamlining Data Import With Connected Boards"

Yes, Pronnel allows you to create custom activities for your items. Custom activities can include approvals, site visits, or any other specific task relevant to your workflow. This flexibility ensures that all necessary actions are tracked and managed within your item cards, enhancing the comprehensiveness and efficiency of your project management.

Pronnel provides several options to ensure data integrity when using custom attributes. You can set validations on these attributes, such as ensuring numbers fall within a specific range or that email fields contain valid email addresses. Additionally, attributes can be marked as unique to prevent duplicate entries and as mandatory to ensure that critical information is always captured.

Pronnel allows a wide range of custom attributes, including text, text area, email, phone numbers, files, ratings, dropdowns, checklist, numbers, date, video, and audio attributes. You can also connect items between different boards using the connected board attribute, enhancing the linkage and interaction between different elements of your project.

Reusable templates in Pronnel allow you to create standardized item cards that can be used across multiple boards. These templates can include pre-defined custom attributes and activities, ensuring consistency and saving time when setting up new items. Attributes defined at the Work folder level can be used on the board level, making it easy to maintain consistency across your organization.

Yes, Pronnel supports generating PDF documents directly from item content. You can use the files attribute to create PDF templates that automatically populate with information from your item cards. This feature is ideal for creating standardized documents such as proposals, agreements, and reports quickly and accurately.

The audit log feature in Pronnel tracks all changes made to an item, including who made the change, when it was made, and what was changed. This provides a detailed history of all modifications, ensuring transparency and accountability. Audit logs are crucial for tracking the evolution of items and maintaining data integrity.

Dependencies and sub-items can be enabled for configurable items in Pronnel to create more detailed and interconnected workflows. Dependencies allow you to set conditions where one task must be completed before another can begin. Sub-items enable you to break down larger tasks into smaller, more manageable components, enhancing task organization and tracking.