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Resource Manager > Staff schedule page [guide]
Guide contents: Navigation | Office | Date range | Options | Print | How It Calculates | Week view | Day view | Edit Columns | Updating assignments | Assigning by service | Meetings | ResourcesThe ...
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Project Manager > Today project manager page [guide]
The project manager's today page will keep you on top of all those moving parts in your projects. From here you can view the daily feed, conversations, view project-related reports, quickly add pro...
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Salesperson > Today sales page [guide]
Navigation | ConversationsNavigationConversationsView all ongoing Conversations, as well as your daily schedule, from the Today screen.Create a conversationSelect the + button. Create an internal n...
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Creatives > Today creatives page [guide]
The today creative page was designed to keep task tracking simple and efficient. This guide demonstrates the basics that a creative user will need to know to work with their assignments in Workamaj...
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New custom report [in-depth guide]
Guide contents: Navigation | Add a report | Edit view | Layout | Filters | Settings | Save changes | Finished report | Advanced features | Resources NOTE: This feature requires that you have the ...
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New meeting event [in-depth guide]
This guide will show you step by step how to create a new meeting in Workamajig and the options that you have.Create a new meeting | Recurring meetings | Changes to existing meetings | ResourcesCre...
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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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Getting Ready for Year-End | Accounting Role, Advanced Level [Webinar]
In this webinar, we will look at getting the system ready for Year End reporting. This will include 1099 settings and financial reports that will be helpful to close out your financial year. Hos...
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Let’s Get the Show on The Road | Everyone Role, Intermediate Level [Webinar]
This webinar will look at project start-up workflows, including opportunities, project requests, change requests, budget approvals, and initial order approvals. Host: David Date:8/20/2024 Subscr...
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What Are The Prospects? | Salesperson Role, Intermediate Level [Webinar]
In this webinar, we will examine the CRM module, including how to capture leads, track leads, and convert them into clients. Host: David Date:8/6/2024 Subscribe to our YouTube channel for more v...