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Articles
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Purchasing: The Beginners Guide to Setup and Reporting | Purchasing Role, Basic Level [Webinar]
In this webinar, we will look at the basic setup of expense items, including expense reports, purchase items and media items. We will also look at creating orders, connecting vendor invoices and si...
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Workamajig Reporting - Open Forum | Everyone Role, Expert Level [Webinar]
In this open forum webinar, we will be looking at the reporting features and looking at how your teams are using the reporting functions, along with a more open discussion about what your agency fi...
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Ongoing UI Updates
We're currently refreshing the entire UI and rolling out lots of new, requested features along the way.NOTE: Some of these updates are available now as LABs you can enable to preview our ongoing UI...
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Feature Round-Up | Everyone Role, Basic Level [Webinar]
In this webinar, we will look at features that have been recently added to the system or are currently in Labs.Host: David & RodDate:7/28/2026Subscribe to our YouTube channel for more video content
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CRM: Tracking New and Old Customers in Workamajig | Salesperson Role, Intermediate Level [Webinar]
In this webinar, we will look at the setup and workflows needed to track New Business leads and current client pitches. Host: David Date: 7/7/2026 Subscribe to our YouTube channel for more video c...
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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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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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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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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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AI/MCP [setup guide] [Beta]
System Setup | Employee Setup | AI App Setup | Tools | Troubleshooting | Resources | AttachmentsThis guide explains how to leverage the Workamajig MCP (Model Context Protocol) server to connect an ...