(Guide Admin)
- Total activity 2120
- Last activity
- Member since
- Following 0 users
- Followed by 2 users
- Votes 14
- Subscriptions 1072
Articles
Recent activity by (Guide Admin) Sort by recent activity-
In-House training: Discovery
Attendees: Core Workamajig implementation team During this call, we want to get to know you and your processes. We will discuss your needs, expectations, and goals for implementing Workamajig. Base...
-
Mass Billing: Project Time & Materials
This screen is designed to mass generate Client Invoices based on actual approved time and expense transactions entered. This will display a line for each project with a Time and Material billing m...
-
Billing worksheets overview [in-depth guide]
Guide contents: Overview | Setup | Worksheet types | Workflow | Items for consideration | Next steps | Resources Overview Your current billing workflow may consist of printing reports that provid...
-
The Billing role in Workamajig [overview]
Guide contents: Navigation | Menu items | Billing cycle | Retainer invoices | Media invoice | Billing worksheet for project invoicing | Tracking billing | Videos & Guides | The billing section co...
-
Custom reports datasets [overview]
Guide contents: Contact management | Project | Traffic | Purchasing | Billing | Financial | Other This is a list of the custom reports datasets available in the system. They are listed by name an...
-
Custom reports [overview]
You can create custom reports based on datasets within the application. To do this, you must first have access to create such reports within the system and then be able to access the dataset on whi...
-
Managing calendars [in-depth guide]
This guide will show you how can manage other users' calendars if you have edit rights to their personal calendars and how to set up other system-level calendar settings. Personal calendar setting...
-
LABS - New Card Design
Enabling Labs | New slider to complete a taskIn the August update, we have a new lab to show off redesigned Task Cards. These have a fresh new style and streamlined functionality.Enabling LabsYou c...
-
AI Skills and Prompts [setup guide]
Workmate Plugin | Dashboard Prompts | ResourcesWorkmate PluginWorkmate is a Claude Code plugin that turns Workamajig into something you can have a conversation with. Instead of clicking through agi...
-
Recurring Tasks [in-depth guide]
New Task Setup | Managing Recurrences | Working on the Assignment | To Dos | ResourcesUsage Restrictions to ConsiderThe use of recurring tasks must fit within the settings below. If you have any qu...