Onboarding guides by role
Welcome to the Workamajig family!
Let's jump in and personalize your workplace.
First, you can upload an avatar, set your background image, add your contact info, and set a default page. To set this up, click on your name in the upper right of your screen, and for step-by-step instructions, see the Everyone > Toolbar feature [guide].
The Workamajig program is broken up by Role.
A great place to get to know the features & screens for each role is the Overview page for that role. After reviewing the overview pages, you can also click on any of the icons at the top of the page to learn more about that feature.
These are great guides to grant your teams access to, as part of the non-core team training & future new hires to help those teams or new hires get up to speed on the role(s) they will be performing efficiently.
The everyone role in Workamajig [overview]
The creatives role in Workamajig [overview]
The salespersons role in Workamajig [overview]
The project manager role in Workamajig [overview]
The resource manager role in Workamajig [overview]
The billing role in Workamajig [overview]
The purchasing role in Workamajig [overview]
The media role in Workamajig [overview]
The accounting role in Workamajig [overview]
The admin/manager role in Workamajig [overview]
These deployment guides can be downloaded to PDF and used as guides for each of your teams, like your Creative or Billing teams, etc. If needed, you can supplement these guides with your core team's input and have your own workflow documents from MS Word inserted or an internal process doc. can be inserted as well.