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Errors when saving a schedule... [FAQ]
The most common error says something along the lines of "client does not match the data on the server", this means someone else has affected the project schedule after you opened it but before you ...
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What is a Campaign Segment? [FAQ]
A Segment allows you to group projects connected to a campaign into defined categories. There are no predefined settings for a segment, however, common examples may be: Media, Print, and Web. Plea...
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Agile/Kanban workflows in Workamajig [in-depth guide]
Guide contents: Agile workflow setup | Agile workflow processWorkamajig supports multiple workflow options depending on an agency's typical processes. These primarily break out into 2 major categor...
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Waterfall & Critical Path workflows in Workamajig [in-depth guide]
Guide contents: Waterfall & Critical path workflow setup | Critical Path workflow process | Agile workflow setup & processesWorkamajig supports multiple workflow options, depending on an agency's t...
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Video: In-Depth Overview of Workamajig for In-House Teams
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In-depth overview of AR/AP in Workamajig [video]
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In-depth overview of the salesperson role in Workamajig [video]
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Custom Reports 101 [Webinar]
Learn how to create custom reports and views to see data organized the way you want it! Host: Rod Date: 01/05/2021 Subscribe to our YouTube channel for more video content
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System Administration [Webinar]
Manage user onboarding and offboarding along with system settings quickly set up views and columns for groups of users! Date: 01/13/2021 Subscribe to our YouTube channel for more video content
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Using Estimates, Invoices, & Forms [Webinar]
Learn how to create more customized estimates and invoice forms! Host: Brittany Date: 01/19/2021 Subscribe to our YouTube channel for more video content