Everyone: Toolbar
Toolbar | Navigation | Notifications | Search | New Record | My Settings | Show Me
Toolbar
At the top of your Workamajig interface is the Toolbar. This part of the UI is designed to access other areas of the system, see notifications. Along with viewing reports and creating record.
Navigation
From the Workamajig Navigation in the upper left corner of the interface, you are able to access other areas of the application. These areas are designed to be role based. Depending on security rights and other factors, what Menu Items you see will vary.
Under each top level menu are links to pages that are specific to the selected Role.
For more info on each role and their menu items, please check out the following guides.
- Everyone: Overview
- Creatives: Overview
- Salesperson: Overview
- Project Manager: Overview
- Resource Manager: Overview
- Billing: Overview
- Purchasing: Overview
- Media: Overview
- Accounting: Overview
- Admin/Manager: Overview
Notifications
The notification bell at the top of the toolbar is there to alert you when an actionable item has been sent to you for review and/or approval.
Click on the bell icon in your toolbar to open the Notifications panel.
From here you will see a list of items needing your attention.
You can then click on the line of one of these items for a list of more detail.
In this case, we can see there are a number of Deliverables that this user has yet to make a decision on.
Depending on the type of transaction, some will give you the option to Approve/Reject right from the notification list. Others, like Deliverables, will take you to a page in which further review needs to be done.
For example, here is what you may see if you have a Client Invoice to Approve/Reject.
Search
You can open the Search panel by clicking on the spyglass icon in the upper right of your screen. From there you can perform a Global Search, view a list of recent records you have looked at, or open the report Views to which you have access.
Global Search
The Global Search is only available for Employees. Client Logins do not have access to this search function.
With the search panel open, type in a Keyword, Name or Record ID> click SEARCH to see results
Recent
This will show you the last several records you have opened in the system.
Views
These are the top level reports of data in your system. These show one line per record, from Invoices to Projects and everything in between. Clicking on a report row will open the record. This is all based on security access.
If you are looking for more detailed reports, head over to our Report Center and check out the custom reports.
Notification Settings
This allows you to set up the sections of Workamajig that will be searched by security group. By default, only active projects and companies will populate in the search.
To access, click on the System Settings icon, and you will then be able to select the security group and the Application Sections to be searched.
After you have selected the appropriate sections, click the SAVE button.
By default, this will apply to all users, i.e. Company Defaults. You can set rights so each security group can search for specific records only.
NOTE: Depending on the sections you enable and the amount of data accumulated in your system, search times may take longer.
New Record
By clicking on the Plus Sign from the toolbar, you can quickly create a new record based on what your security group rights allow.
For example, the following screenshot shows just some of the records that can be added quickly from this menu item.
You can also create a list of "Favorites" of you most often used items at the top of the screen by clicking on the blue star located to the right of the name (see Meeting entry below)
To remove a "Favorite" click on the yellow star to the right of the name (see Conversation below).
My Settings
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You can customize your user experience and update your email address from your My Settings.
Modify your Profile Settings by clicking on your name in the upper right-hand corner of the page.
Add Contact Information
Select the pencil icon to add or update your contact information.
Upload An Avatar
Click on the Add an Image button to upload an image.
NOTE: The image uploaded will be skewed to fit 50 x 50 px.
To remove an avatar, select More, and then Remove Avatar.
Change Default Page
Click on the blue highlighted text under the header of Default Page to change your home screen.
Open The Help Guide
To quickly access our help guide, select More and then Open the Help Guide.
Add Background Image
Each user can upload a .jpg or .png as the wallpaper for their login. The file should be resized to the normal size/resolution that you use for the Workamajig browser window. Ie. If you run your browser full screen and the screen is set to 1024 x 768. This should be the size of the image being uploaded. Otherwise, the system will stretch or compress the image.
- Click + Select an image icon.
- Select a file.
- Reload the browser tab to see the selected file as your wallpaper
Background Security
There is a security right that controls the ability to change your background image. You can find this here:
Menu > Admin > System Setup > Security Settings
Click on the pencil next to the name of the security group on the right-hand side of the screen.
There is a checkbox for "this group can change the menu background image". Check this for each group that should be allowed to change their background image.
Show Me
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By clicking the blue "i" Icon from the toolbar, you can open up an interactive "Show Me" guide to show you how to perform certain actions and create new records.
The following example screenshot is a sample of what lies ahead. You can type your question or select from the options listed to navigate.
