Mobile interface [guide] – Workamajig

To access the mobile (i.e. responsive) interface of Workamajig, simply open your web browser on your phone or tablet and enter in the URL that you would normally use on your desktop computer.

For example, open the Safari/Chrome app on your mobile device and enter the URL of "servername.com/platinum".

While you cannot do everything that the desktop design can, the goal is to provide you with all the tools you would need while on the go. This includes entering time, looking up a contact, or reviewing a deliverable.

Login screen

When you first open Platinum on your Devices Browser, you will be presented with a login screen.

Upon logging in, you should be directed to your Default Page as per your profile settings. For example, this is what the Today - Creatives page looks like in the mobile interface.

Toolbar and page options

You can access the toolbar and page options by tapping once on the blue box in the lower right of the screen.

Here is what the toolbar and related features look like in the mobile interface.

Additionally, when you tap on the blue box, you will see the page-specific options at the bottom. For example, here is the Today - Creatives page options.

Enter time

From the Today - Creatives page

Tap on the Clock Icon of the assigned task.

You are given the option to add a New Time Entry or to Start a Timer.

When choosing New Time Entry from an assigned task, all the details are filled in. You just need to enter how many hours you worked. Then tap Save to complete.

From the timesheet

You can also add a New Time Entry from the Timesheet page.

You can choose from Assigned Tasks, to fill in the details. Or choose Insert Row to start with a blank time entry.

From Insert Row, you then have to fill in the details, which are subject to various conditions. Then tap Save to complete.

Find a contact

The quickest way to find a contact is to use the search from the toolbar. Tap on the blue square to access the toolbar.

Then tap on the spyglass to open the search page, and search for the name in question.

You can tap on the phone number in blue to trigger your phone's call action.

Review a deliverable

Here is an example of the deliverables review screen in the mobile interface with the page options open.

When there are multiple files, it prompts you to choose one before continuing.

When viewing or adding comments in the mobile interface, markups are disabled.

When you are ready to make a decision, here is what your screen would look like.

Creating an app icon on your Apple device

From your Apple device, Tap on your Safari browser. NOTE: Other browsers may not be able to make desktop shortcuts on iPhone.

Enter your server address, (i.e. www.servername.com/platinum) then Go.

Tap on the Middle Icon in the bottom tray to open the Browser Settings, then Tap on Add to Home Screen.

You will then be prompted to give it a name. It should default to Workamajig as the name. Tap on Add.

You can now find the newly created shortcut to your Workamajig account among your desktop apps.

Tap on this new desktop app/shortcut to open.

When you open Workamajig from the desktop app/shortcut, the address bar is now hidden. Which gives you more screen space and makes it appear and function as if it's an installed "app" instead of a browser page.

Once logged in, you are then directed to your Default Page as per your profile settings.

Creating an app icon on your Android device

Tap on your Chrome browser. NOTE: Other browsers may be able to add desktop shortcuts too.

Enter your server address, (i.e. www.servername.com/platinum) then Go.

Tap on the Three Dots to open the Browser Settings, then Tap on Add to Home screen.

You will then be prompted to give it a name. It should default to Workamajig as the name. Tap on ADD.