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The everyone role in Workamajig [overview]
Guide contents: Navigation | Today Page | Main Menu | How to enter time | How to enter an expense report | How to manage your calendar | Resources The everyone section in Workamajig is designed ...
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The creatives role in Workamajig [overview]
Creatives are the core of a creative team. In this overview, you'll find all of the resources relating to this role in Workamajig. You can also check out our Overview video for creatives for a quic...
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The salespersons role in Workamajig [overview]
Navigation | The Today Sales Page | The Sales Dashboard Page | The Main Menu | How to Enter Time | How To Enter Expense Reports | How To Use The Calendar | Resources The salesperson hub of Workam...
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The project manager role in Workamajig [overview]
Navigation | Menu items | Training | Project intake | How to create a new project | How to edit and approve an estimate | How to track projects | Videos & Guides This overview is designed to show...
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Setup incoming & outbound system emails [in-depth guide]
Guide contents: Incoming emails | MS OAuth POP/IMAP | Gmail app password | Outbound emails | SMTP settings | ResourcesMenu > Admin/manager > System setup > Account information > Connections > Email...
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Custom fields overview [in-depth guide]
Guide contents: Define custom fields | Considerations | Add custom field | Layout | Display types | Display when | Parent field | Reporting | Exceptions | Resources This is where you can create a...
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Define spec sheets [in-depth guide]
Guide contents: Navigation | Create a new spec sheet | Adding available fields | Using spec sheets Navigation Menu > Admin/manager > System setup > Tracking > Define spec sheets Spec sheets have...
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System setup: GL tracking options [in-depth guide]
Guide contents: Navigation | GL tracking options | Default GL accounts | Work in progress tracking | Prebilled purchase orders & media | Advance sales tracking | Advanced purchasing tracking | Rev...
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Billing options: Billing items [in-depth guide]
Guide contents: Navigation | Setup | Add a billing item Navigation Admin/manager > System setup > Billing options > Billing items Most commonly, billing items allow you to track & organize servic...
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Contact management: Opportunity stages [in-depth guide]
Guide contents: Navigation | Opportunity stages Navigation Menu > Admin > System setup > Contact management > Opportunity stages Opportunity stages allow you to create a sales funnel to track you...