September

Understanding Client Portal with Jennifer

Tuesday 9/27 @ 1:30 pm ET

Learn how to set up client portal users and give free access.

October

Acing The Agency Account Review with David joined by moderator Theresa, VP of sales @ Fastpay, and panelist Zach Rosenberg and Vincent Dong

Monday 10/3 @ 1:00 pm ET

Strategizing Operations to Win More Business

Project Workflow 101 with Leslie

Tuesday 10/4 @ 1:00 pm ET

Set up and use project templates to quickly add new projects with accurate estimates based on task assignments.

Planning Project Basics with Randy

Wednesday 10/12 @ 2:00 pm ET

Learn how to manage long-term resourcing requirements for clients’ projects.

Advanced Deliverables with Sherry

Wednesday 10/19 @ 1:00 pm ET

Dive deeper into the deliverables feature in Workamajig.

The Ins & Outs of Kanban/Agile with Brittany

Wednesday 10/26 @ 1:00 pm ET

Learn how to set up & execute non-traditional & Kanban-style workflows in Workamajig.