(Guide Admin)
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Activity overview
Latest activity by (Guide Admin)-
(Guide Admin) created an article,
AI Roadmap | Everyone Role, Basic Level [Webinar]
In this webinar, we will look at the AI Roadmap. Host: Ruth & David Date:6/23/2026 Subscribe to our YouTube channel for more video content
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(Guide Admin) created an article,
How to Best Set Up and Track Project and Agency Expenses | Purchasing Role, Intermediate Level [Webinar]
In this webinar, we will look at the setup and workflows needed for tracking project and agency expenses. This will include expense reports, misc cost, orders, vendor invoices/credit card ch...
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(Guide Admin) created a post,
26.06.14.0000 (Jun 2026)
Release Detail For 26.06.14.0000 AccountingAccount ReconciliationsChanged the Ledger Balance display on Account Reconciliations for liability (Credit Card) accounts so the +/- calculation matches t...
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(Guide Admin) created an article,
Templated Conversations
Email Templates [Beta] [in-depth guide]PLEASE NOTE: The Automation Engine is currently in Beta and lives within Workamajig Labs. Features and functionality may change as we continue to develop thi...
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(Guide Admin) created an article,
Define Automations [BETA]
Prerequisites & Setup | How to Create Automation Rules | Trigger Types | Conditions And/Or/If | Action Types | Managing & Editing Automation Rules | System LogAutomation EnginePLEASE NOTE: The Auto...
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(Guide Admin) created an article,
Billing Workflows to Keep Everyone in the Loop | Billing Role, Intermediate Level [Webinar]
In this webinar, we will look at the setup and team workflows needed to implement billing worksheets in your Agency. Host: Cheraye & Birgitte Date:5/26/2026 Subscribe to our YouTube channel for m...
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(Guide Admin) created an article,
Experts' Guide to Getting More from the Workamajig Report Engine | Everyone Role, Advanced Level [Webinar]
In this webinar, we will take a deeper dive into the report system. Including more advanced calculated columns and pivot table functions. Host: Rod & David Date: 5/12/2026 Subscribe to our YouTub...
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(Guide Admin) created an article,
AI/MCP [Beta]
Setup | Tools | ResourcesThis guide explains how to leverage the Workamajig MCP (Model Context Protocol) server to connect an AI assistant — such as Claude — directly to Workamajig. Once connected,...
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(Guide Admin) created an article,
Reporting: A Beginners Guide to Using Views and Reports | Everyone Role, Basic Level [Webinar]
In this webinar, we will look at how to effectively use the standard reports and views available in the system. This will include editing views with simple calculations.Host: DanielDate:4/28/2026Su...
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(Guide Admin) created a post,
26.05.17.0000 (May 2026)
Release Detail For 26.05.17.0000 AccountingRevenue ForecastCorrected an issue with the Revenue Forecast and fixed fee billing schedules. Admin/ManagerImport DataAdded GL Company to the lead import....