Past Webinars
Here is a list of past Webinars with a link to watch the recorded video.
2021
Conversations & To Dos (June 2021)
2021-06-08_Conversations_To_Do.youtube
Campaign Billing - Billing Worksheets (May 2021)
2021-05-25_Campaign_Billing.youtube
Client Portal (May 2021)
2021-05-18_Client_Portal.youtube
Project Change Request Process (May 2021)
2021-05-05_Project_Change_Request.youtube
Campaign Billing Through Mass Billing (Apr 2021)
2021-04-27_Campaign.Billing.youtube
PRF Setup & Workflow (Apr 2021)
2021-04-20_PRF.youtube
Purchasing & Expenses (Apr 2021)
2021-04-14_Purchasing_Expenses.youtube
Platinum for Creatives (Apr 2021)
2021-04-06_Platinum_Creatives.youtube
Traffic & Resourcing (Mar 2021)
2021-03-24_Traffic_Resourcing.youtube
Custom Reports with Pivot Tables (Mar 2021)
2021-03-10_Custom_Reports.youtube
Advanced Deliverables (Mar 2021)
2021-03-02_AdvancedDeliverables.youtube
CRM (Feb 2021)
2021-02-24_CRM.youtube
Platinum Tips & Tricks (Feb 2021)
2021-02-16_PlatinumTips&Tricks.youtube
Project Planning (Feb 2021)
2021-02-10_ProjectPlanning.youtube
Kanban & Agile Workflows (Feb 2021)
2021-02-02_KanbanAgileWorkflows.youtube
Accounting Month End (Jan 2021)
2021-01-27_AccountingMonthEnd.youtube
Estimate/Invoice Forms (Jan 2021)
2021-01-19_Estimate/InvoiceLayouts.youtube
System Administration (Jan 2021)
2021-01-13_SystemAdministration.youtube
Custom Reports (Jan 2021)
2021-01-05_CustomReports.youtube
2020
Revenue Forecasting (Dec 2020)
2020-12-22_Rev_Forecast.mp4
Platinum for Creatives (Dec 2020)
2020-12-16_PlatCreatives.mp4
Accounting (Dec 2020)
2020-12-08_Accounting.mp4
Transition To Platinum (Dec 2020)
2020-12-01_TransitionToPlatinum.mp4
Billing (Nov 2020)
2020-11-24_Billing.mp4
Client Portal (Nov 2020)
2020-11-17_ClientPortal.mp4
Platinum Tips & Tricks (Nov 2020)
2020-11-10_PlatinumTips.mp4
Transition To Platinum (Nov 2020)
2020-11-05_TransitionToPlatinum.mp4
Project Schedules: Beyond ASAP (Oct 2020)
2020-10-28_BeyondASAP.mp4
Project Change Request Process (Oct 2020)
2020-10-20_ProjectChangeRequest.mp4
Transition from Classic to Platinum (Oct 2020)
2020-10-15_TransitionToPlatinum.mp4
Purchasing/Expenses (Oct 2020)
2020-10-06_PurchasingExpenses.mp4
Client Portal (Sept 2020)
2020-09-20_Client_Portal.mp4
Traffic & Resourcing (Sept 2020)
2020-09-15_Traffic.mp4
Project Workflow (Sept 2020)
2020-09-09_ProjectWorkflow.mp4
Working Remotely (Sept 2020)
2020-09-01_WorkingRemotely.mp4
Workamajig Media Workflow (Aug 2020)
2020-08-26_Workamajig_Media_Workflow.mp4
Project Schedules: Beyond ASAP (Aug 2020)
2020-08-18_ProjectSchedulesBeyondASAP.mp4
Platinum Tips & Tricks (Aug 2020)
2020-08-12_PlatinumTips.mp4
Transition from Classic to Platinum (Aug 2020)
2020-08-04_ClassicToPlatinum.mp4
Campaign Workflow (July 2020)
2020-07-29_Campaigns.mp4
Post Work In Progress (July 2020)
2020-07-23_WIP.mp4
Custom Reports with Pivot Tables (July 2020)
2020-07-15_PivotTables.mp4
Project Workflow (July 2020)
2020-07-07_ProjectWorkflow.mp4
System Scalability (June 2020)
2020-06-20_SystemScalability.mp4
Conversations and To-Do's (June 2020)
2020-06-16_ConvosAndToDos.mp4
Project Request Forms (June 2020)
2020-06-10_PRFs.mp4
CRM (June 2020)
2020-06-02_CRM.mp4
Accounting Month End Procedures (May 2020)
2020-05-26_Accting_Month_End.mp4
Planning Projects BETA(May 2020)
2020-05-20_PlanningProjects.mp4
Electronic Billing Worksheets (May 2020)
2020-05-12_EBilling_Wksht.mp4
Advanced Custom Reports (May 2020)
2020-05-05_AdvancedCustomReports.mp4
Project Set up and Estimates (Apr 2020)
2020-04-29_ProjectIntake.mp4
Project Change Order Request (Apr 2020)
2020-04-21_ProjChangeReq.mp4
Platinum Accounting (Apr 2020)
2020-04-07_Accounting.mp4
Pay invoices online (BETA) (Mar 2020)
2020-03-31_PayInvOnline.mp4
Custom Reports w/ Pivot tables (Mar 2020)
2020-03-24_PivotTablesBeta.mp4
How to Stay Connected & Manage Projects Remotely (and Successfully) in the Middle of a Global Pandemic (Mar 2020)
2020-03-23_ManageRemotely.mp4
Platinum for Creatives (Mar 2020)
2020-03-17_creatives.mp4
Advanced Deliverables (Mar 2020)
2020-03-10_AdvDeliv.mp4
Revenue Forecast (Feb 2020)
2020-02-25_RevForecast.mp4
Billing (Feb 2020)
2020-02-18_Billing.mp4
Transition from Classic to Platinum (Feb 2020)
2020-02-11_TransitionToPlatinum.mp4
Client Portal (Feb 2020)
2020-02-04_ClientPortal.mp4
Accounting Basics (Jan 2020)
2020-01-18_AcctBasics.mp4
Project Change Requests (Jan 2020)
2020-01-21_ProjChngReq.mp4
Sales/CRM (Jan 2020)
2020-01-14_CRM.mp4
Kanban/Agile (Jan 2020)
2020-01-07_KanbanAgile.mp4
2019
Platinum Tips/Tricks (Dec 2019)
2019-12-17_PlatinumTips.mp4
Revenue Forecasting (Dec 2019)
2019-12-10_RevForecast.mp4
Traffic Resourcing (Dec 2019)
2019-12-03_Traffic.mp4
Billing Worksheets (Dec 2019)
2019-11-19_BillingWorksheets.mp4
Deliverables Basics and Beta (Nov 2019)
2019-11-12_Deliverables.mp4
Transition to Platinum (Nov 2019)
2019-11-05_TransitionToPlatinum.mp4
Client Portal (Oct 2019)
2019-10-29_Client_Portal.mp4
Media Workflow (Oct 2019)
2019-10-22_Media_Workflow.mp4
Transition to Platinum (Oct 2019)
2019-10-15_Transition_To_Platinum.mp4
Deliverables Board (Beta) (Oct 2019)
2019-10-08_DeliverablesBoard.mp4
Transition to Platinum (Sept 2019)
2019-09-24_Transition_to_Platinum
Accounting Basics (Sept 2019)
2019-09-11_Acct_Basics.mp4
Purchasing & Expenses (Aug 2019)
2019-08-28_Purchasing.mp4
Project Requests Workflow (Aug 2019)
2019-08-21_Project_Requests.mp4
Integration: CSI vCard (Aug 2019)
2019-08-13_CSIvCard.mp4
Advanced: Kanban/Agile in Workamajig - Managing Digital Projects (Aug 2019)
2019-08-07_Kanban_Agile_Pt2.mp4
Workamajig Basics: Billing (July 2019)
2019-07-30_Basic_Billing.mp4
Workamajig Basics: CRM (July 2019)
2019-07-23_CRM.mp4
Workamajig Basics: Time Sheets, Expense Reports & more (July 2019)
2019-04-16_Time_and_Expense.mp4
Project Setup & Estimates (July 2019)
2019-07-09_Project_Estimates.mp4
Basic Traffic & Resourcing (June 2019)
2019-06-18_Basic_Traffic.mp4
Custom Reports (June 2019)
2019_06_11_Custom_Reports.mp4
Platinum Tips & Tricks (June 2019)
2019-06-04_Tips_and_Tricks.mp4
Deliverables (May 2019)
2019-05-28_Deliverables.mp4
Custom Dashboards (May 2019)
2019-05-21_Graphs.mp4