Everyone > Toolbar feature [guide]
Guide contents: Toolbar | Navigation | Notifications | Search | New record | My settings
At the top of every Workamajig page is the Toolbar. The toolbar is designed to give you easy access to all areas of Workamajig, your notifications & more.
From the Workamajig Navigation in the upper left corner, you can access all features, sorted by role. Your security rights and other factors will affect the buttons that you see. Below each role are the core feature pages for that role.
For an overview of any role and its features, click on the icon below.
The notification bell at the top of the toolbar alerts 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 your notifications panel.
From there, you will see a list of all items needing your attention.
You can click on any item type for a detailed list.
In this case, we can see that this user has a number of Deliverables to review.
Depending on the type of item, you may have an approve/reject option right from your notification list. Other items, like deliverables, will take you to another page for further review.
For example, here is what you may see if you have a client invoice to approve/reject.
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.
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
This will show you the last several records you have opened in the system.
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.
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 it, 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.
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 your 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).
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.
Show error log
Used for troubleshooting support, this section will display any captured page errors that occurred and a list of the 20 most recent page calls. The page calls can help identify a problem with a particular page element. Each section can be copied to your clipboard and sent to Workamajig support.
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
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 can change their background image.