Platinum for the Creative User was designed to make keeping track of your tasks simple and efficient. This help guide demonstrates the basics that a Creative User will need to know to work with their assignments in Workamajig.

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Menu Navigation | My Tasks | New Time Entry | Start A Timer | Complete A Task | Assignment Details | Task Conversations | To Do List | Upload And Submit Deliverables | Hand Off Task | Assign Tasks | Today Conversations | My Daily Feed | In Out Status | Display Options | System Settings | Resources

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Menu Navigation

My Tasks

This is the main area of concentration for your creatives. This includes viewing their assignments, entering Time, completing Tasks and accessing further details of the project.

You can also click the star icon to favorite tasks.

The card view and grid view are identical in terms of the data they represent. The tile view is a unique view and ties into the workflow of the Assignment Management resource page. Because of this unique workflow, the tile view is off by default for new users.

Card View

This is the default view for your tasks. You can click on them for more details about the assignment and project. Along with entering time and completing the task.

Grid View

Same info as the Card View, except that you can customize the grid to display the assignment details that matter most to you.

Tile View

This view is unique among the available views and is hidden by default. For more info on the design and workflow of this view, please refer to the Assignment Management guide.

NOTES:

• The Default Sort of (Work To Be Done) assignments is based on the Task Due Date, and then sub-sorted by Task Start Date. But, as soon as you manually drag an assignment to another column, or within the same column. The Default Sort goes away and you are now in full control.
• Likewise, because of this designed behavior, there is no search function in this view. Users can switch to the Tile or Grid views to then search their assignments.

Favorite Tasks

The favorite tasks feature works the same way in all views.

New Time Entry

To enter your time on a task, select the clock icon at the bottom right corner of a task card.

Select New Time Entry and enter in your hours.

NOTE: For more information please see our Timesheets overview.

Start A Timer

Start a timer select the clock and choose Start A Timer. View the running timer under Today’s Schedule.

Complete A Task

There are 2 setting for the Complete Task check box. You will need to discuss with your team which method is most appropriate for you. Which is used can be defined by Security Group via the ...more>System Settings screen.

1) Check Box: Use this to fully complete your assignment. When clicked on a confirmation Are you sure? panel were appear at the top, click YES to complete/ No to leave as is.

2) Percentage: Click on the check box to display a percentage grid. Once selected the check box will display the Pct Complete you selected. Select 100% to complete the task.

Assignment Details

When you click on a task card, the assignment details appear, which is where you can post conversations and view the Project Details. This allows you to stay organized with any/all paperwork by including a tab to upload files, create folders, record miscellaneous costs, and go over project specifications.

Description Of Work

The first tab is the Description of Work and contains both the Task Description and Project Description.

Task Conversations

From the Assignment Details fly-out, you can add Conversations, choose who to notify of your post and get notified of any replies.

This is the best place to discuss and keep a record of any details of the task and project with other users in the system. There is additional functionality where users can respond to conversations by email. For more on this please review the Diary Email Setup guide.

Task To Do List

From the Assignment Details fly-out, you can also access the To Do List. This is where project managers can add further details of items to check off while working on the task.

Select the To Do List tab, and Add a New To Do. From this window, you have the option to create a single To Do or multiple To Dos. Select the add button to save your list.

Upload/Submit A Deliverable

As a creative, you can upload files and even submit the file for revive using the Deliverables feature. To do this, refer to the following steps.

From the Assignment Details screen, select Files.

Add a new item click + New and Upload Files. Select the document from your computer and click Open. Input specifications and Upload.

Select ...more to Rename the File or Send For Review.

Select Send for Review, fill out your information and select Save.

Select Send for Review to send submit your file.

For more detailed instruction on the setup and workflow of deliverables, please review the Deliverables guide.

Hand Off Task

This option allows you to hand off your task assignment to another user.

Select More from the Assignment Details screen, and choose Hand Off Task.

Select who you want to transfer the task to and select Save.

Assign Tasks

Based on your companies culture, there is functionality to assign yourself to unassigned tasks by service or take over the assignments of other users.

Assign a task to oneself select Assign Task.

From the Assign Tasks screen, filter your search by Department, Assigned Services, or Unassigned Tasks. All eligible tasks will appear on your screen. Choose the task to add it to your tasks.

Today Conversations

The Projects view under the Conversations tab is unique. It includes any unread conversations, including replies, linked to projects where you are on the team.

• By clicking on "Mark everything as read", all current project conversations will disappear from this view.

On all the other tabs (i.e. Open), the Conversation has to be assigned to you to appear.

• Open is any uncompleted conversation regardless of date
• Today is any uncompleted conversation with an activity date of today
• This Week is any uncompleted conversation with an activity date for this week.
• Unread is any uncompleted conversation with a new reply.
• Favorite is any conversation you have favorited (this includes ones from the Projects tab).

Daily Feed

 More > My Daily Feed

In / Out Status

Please note that by default the In /Out Status is off for new clients.

You can see everyone's status in the office.

You can also update your status.

Display Options

All users can access their Display Options.

System Settings

If you have the security right to Edit System Settings, then you will see the System Settings options appear from the More button. Changes made here can affect all users and override the Display Options that individuals have set.

Resources

Expense Reports

Time Sheet

Calendar

Projects

Files

Deliverables