Training – Workamajig

Start here to begin your implementation of Workamajig! We have two overall training plans; Agency and In-House.

Training for Agencies

Overview: Training for Agencies

Discovery Training Call for Agencies

Initial Setup Training for Agencies

Project Templates Training for Agencies

Project Intake Training for Agencies

Assignments and Resourcing Training for Agencies

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Training for In-House Teams

Video: In-Depth Overview of Workamajig for In-House Teams

Overview: Training for In-House Teams

In-House Training: Discovery

In-House Training: Initial Setup

In-House Elective Training: Connections Setup

In-House Training: Create Project Template

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Implementation Checklists

Implementation Checklist for Admins

Implementation Checklist for Accounting

Implementation Checklist: Project Management and Resource Management

Implementation Checklist: Purchasing

Implementation Checklist for Billing

Implementation Checklist: Sales

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Deployment Guides

Deployment Guide: Overview

Deployment Guide: Everyone

Deployment Guide: Creatives

Deployment Guide for Project Managers

Deployment Guide: Resource Managers

Deployment Guide for Billing

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