Past Webinars
Here is a list of past Webinars with a link to watch the recorded video.
2020
System Scalability (Jun 2020)
2020-06-20_SystemScalability.mp4
Conversations and To-Do's (Jun 2020)
2020-06-16_ConvosAndToDos.mp4
Project Request Forms (Jun 2020)
2020-06-10_PRFs.mp4
CRM (Jun 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