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Exploring the New Project Dashboard | Admin/Manager Role, Advanced Level [Webinar]
In this webinar, we will take an in-depth look at the new project dashboard, from setup to customization. Host: RodDate:11/4/2025Subscribe to our YouTube channel for more video content
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October 2025 - Schedule Enhancements [Clip]
In the October 2025 update, we have enhanced how the Schedule works, more specifically around the Track Budgets feature as it relates to Summary Tasks with Sub Tasks.Watch this 12-minute clip to le...
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Beyond the Billable Hour: Smarter Pricing for Agencies | Everyone Role, Intermediate Level [Webinar]
Running a small agency means balancing creative excellence with the realities of running a business. Yet too often, agencies rely on pricing models that cap profitability and undervalue their work...
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Media: Incorporating GaleForce Media Into the Agency Workflow | Everyone Role, Basic Level [Webinar]
In this webinar, we will look at the integration between media buying tool, GaleForce, and Workamajig. We will look at top level setup and setup needs, and buying workflows with GaleForce. We will ...
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Tracking and Routing Agency Expenses | Everyone Role, Intermediate Level [Webinar]
In this webinar, we will examine the use of expense reports, credit card charges, orders, and vendor invoices, and how to establish entry and approval workflows. Host: David Date:8/26/2025 Subscri...
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Project Dashboard Widgets (Beta)
Turn on Lab | Setup | Resize / Reposition Widgets | Edit Access to Widget | Add New Widgets | ResourcesThe Project Dashboard provides a number of project-related navigation and data-display widgets...
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Making the Connection: How to use 3rd Party Integration | Everyone Role, Intermediate Level [Webinar]
In this webinar, we will look to setup and create workflows for integrating calendars, credit card, 3rd-party Media, Payments and Client Invoicing. Host: David Date:6/10/2025 Subscribe to our You...
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Campaign Budget Analysis
The Campaign Budget Analysis report provide a budget vs actual view of campaigns, segments and projects across multiple clients and campaigns. Video: Campaign Budget Analysis
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Working with Freelancers | Management Role, Intermediate Level [Webinar]
In this webinar, we will look at giving access to your team of freelancers and how they will be able to interact with your internal team. Host: David Date:5/27/2025 Subscribe to our YouTube chan...
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Give Them What They Need - Navigation and Access Tips | Admin/Manager Role, Intermediate Level [Webinar]
In this webinar, we will look at setting up custom menus, views, reports, and Today pages, that provide quicker access enter and review information. Host: David Date:5/13/2025 Subscribe to our...