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Accounting: Month End [Webinar]
Learn the recommended steps for financial accounting close and month-end reconciliation! Host: Marlene Date: 12/15/2021 Subscribe to our YouTube channel for more video content
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Deliverables 101 [Webinar]
Host: Manuel Date: 12/21/2021 Subscribe to our YouTube channel for more video content
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Project Planning [Webinar]
Learn how to make long-term projects manageable! Date: 12/29/2021 Subscribe to our YouTube channel for more video content
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Project conversation [in-depth guide]
Guide contents: Create new conversation | View conversation | Reply | Subscribe | Unsubscribe | IT considerations Project conversations are an easy way for the project team and others to communi...
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Burn chart [in-depth guide]
Available on each project dashboard, the burn chart is useful to see how the project is doing based on the actual hours entered each week in comparison to the allocated hours in the schedule durati...
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Mediaocean setup [in-depth guide]
The purpose of the integration with Mediaocean is to track vendor invoices within Workamajig to be used for paying each vendor. All media traffic, ordering, and billing will be done via the Mediaoc...
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GaleForce Media setup [in-depth guide]
GaleForce Media system setup NOTE: Before starting, please contact your Workamajig account manager via support@workamajig.com to turn on the Media plan and other settings in Workamajig. Step 1: Po...
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Troubleshooting 'out of balance' [in-depth guide]
Troubleshooting Guide for Out of balance issues This guide is designed to help you go beyond just finding out the last date you were in balance. Guide contents: AP aging | AR aging | Advance bill ...
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Subscribing To and From External Calendars
In order for the Project Manager/Traffic Manager to better understand the total workload of the team, Workamajig allows you to connect individual's Microsoft365 or GSuite-Calendar into the Workamaj...
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How to merge lead, contact, & company (client/vendor) records [in-depth guide]
Setup | Merge lead records | Merge contact records | Merge company recordsDo you need to merge duplicate leads, contacts, and company (client and vendor) records in Workamajig?If these records were...