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New project [in-depth guide]
This guide is designed to give you step-by-step instructions on how to add a new project in Workamajig. We recommend creating a new project from a pre-existing project template that includes all wo...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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Insert A Sub Task [in-depth guide]
How to Insert A Sub Task | What can be done with these Sub Tasks | Video DemonstrationWe have enhanced the power and flexibility of Summary Tasks. Where you can Track Budgets (Estimate) at the Summ...
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The Secret to Increased Efficiency and Simplified Invoice Processing [Webinar]
In today's fast-paced world, efficiency is everything! Learn from the pros how to streamline your invoice processing and boost productivity like never before. Hosts: Anna Jordan, Ten Adams Ray...