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Implementation Checklist: IT

IT Checklist

As a member of the implementation team, you will be overseeing the setup and implementation of Workamajig. During the setup period, you will be working with other members of the implementation team to ensure the Communication sections are set up and are being tracked correctly to the other areas of your agency.

Getting To Go Live

_ General

_ Browser Settings

_ LDAP Configuration

_ Contact & Calendar

_ Importing Companies/Contacts/Leads

_ Exchange Server

_ Google Sync: Calendar

_ iCal Sync

_ Project

_ File Storage Options

_ Project Conversations: Email Setup

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