The Workamajig Desktop provides a customizable location to access and view assignment, project and financial information contained in the system. The Desktop contains the Menu Button, Navigation buttons, and the Desktop. Administrators are able to define how much control the individual users will have over their desktop based upon Security Groups. You can also define what is the initial settings for the desktops. Workamajig has already setup these core setting for you based upon the typical agency roles.
Managing other users desktops
Here is a link to an Administrators guide to Desktop Management.
Main Menu Navigation
The Menu button
- located in the top left corner, allows you to navigate to all areas of Workamajig. The available options are set via the Security Group settings, so what you see may be different.
The Bell icon allows the user to see notifications in the system such as Items to Approve, Messages, Credit Cards to Review or Unsubmitted Time
Allows you to setup contact and login information
- Global Search-Allows you to search for items within your Workamajig Permissions
- Recent-Up to the last 20 items you were last viewing will appear here for easy access back to that page
- Views-These are "listing screens" which allows the user quick navigation to listing data of various kinds based on security right permissions
There are many + signs in Workamajig. A + sign indicates this is where you can create something new in Workamajig.
By clicking on your name it will bring you to the "My Settings" area where there are options for customization. Click on the blue pen in the section you would like to update.
Open The Help Guide will open a new browser of support.workamajig.com
View Release Notes will give the details of the changes made to Workamajig with the page opening to the most recent release.
To the right of your Avatar is the Walk-Thru Icon which will allow you to get helpful instructions step-by-step to some of the most used processes in Workamajig