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Overview for project managers [video]
Part 1 of 4 - Creating a new project Part 2 of 4 - Creating an estimate Part 3 of 4 - Deliverables Part 4 of 4 - Managing your projects
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Sales overview in Workamajig [video]
Subscribe to our YouTube channel for more video content Transcript: We're gonna do a little tour of the sales components of Workamajig. Where we're gonna start is in the dashboard. Now, the da...
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In-depth overview for creative team members starting to use Workamajig [video]
Subscribe to our YouTube channel for more video content
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Credit cards overview [in-depth guide]
The main places where you will see the Credit card connector screen & workflow processes appear is from the Today purchasing & Notifications pages. The credit card workflow allows you to proces...
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Folders [in-depth guide]
System settings | Manage folders | Assign folder | Mass assign folder | ResultsFolders allow you to add another layer of access/restriction to records such as leads, contacts, companies, conversati...
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Task Manager - Test Server Updates
Updating Test Server With Production Server Data In order to update your test instance using production data, you must do the following: Make a back up of your production database (http://www.serv...
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General Errors and Troubleshooting
Browser | Files not uploading when using Chrome | Calendar prints in Black and White using Chrome | Code String Error Message | Grammarly and other browser Plug-insThis guide is for advanced comput...
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Errors: Emails, Project Conversations, Notifications
Not Receiving Emails From Workamajig | Force Email Option | Clients Are Not Receiving Emails For Calendar Invites Or Deliverables To Review | Emails I Reply To Are Not Showing In The Project Conver...
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Errors: Calendar Sync
First Time Connecting When first syncing a calendar, make sure you have gone through our guides thoroughly in regards to the setup of these types of syncs. EXCHANGE Exchange Sync GOOGLE Calendar-Go...
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Errors: Credit Card Download
NOTE: It seems that most all banks have stopped using the old OFX standard connection. However, we have created a new Plaid Connection that works with more banks than the old OFX connector ever did...