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Import: Tasks
Technical Documentation The Import Tasks option is used for importing new task(s) and/or updating exiting task(s) on existing projects only. If you are wanting to import new projects, then we recom...
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Bionic Setup Instructions
Prior to setup, please contact Workamajig Account Manager via Support@Workamajig.com Setup Instructions for Bionic
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Setting up Your Today Pages for Success | Everyone Role, Basic Level [Webinar]
In this webinar, we will look at how you can control what people see when they login. This includes defining dashboards, graphs, project budget and schedule screens, views and reports. Host: Rod...
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Pretty Sure I Did Something Like That Before! | Management Role, Intermediate Level [Webinar]
In this webinar, we will look why and how to best setup your project template library Host: Cheraye Date:9/10/2024 Subscribe to our YouTube channel for more video content
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Enter Time using Today Creatives [Clip]
This short clip shows the best way to enter time using the Today Creatives Task Assignment Cards. Resources Creatives > Today creatives page [guide] Everyone > Time Sheet Page [guide]
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Update Blank Baseline Dates [Clip]
This Clip shows off a new feature called Update Blank Baseline Dates. This helps to automate the process of filling in your Baseline Dates. For the benefit of seeing where task dates start to slip ...
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Put a label on it! | Admin/Manager Role, Intermediate Level [Webinar]
This webinar will look at the setup and use of custom fields, including spec sheets, CRM, AP, and projects. Host: Daniel Date:7/9/2024 Subscribe to our YouTube channel for more video content
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Project Recap Analysis
This report is designed to highlight sections of the projects schedule where the Labor Budget (Approved Estimate) Dollars and Hours are concerned. Along with how long it took to complete each task....
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Import Matrix: Vendor Invoices
Required Fields:Date Received,Due Date,Invoice Date,Invoice Number,Vendor IDNOTE: This import will only add new records. It does not support updating existing informationPossible Fields:Date Receiv...
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How can I hide expenses on an Admin project? [FAQ]
“Can I hide the expenses on an Admin project from employees that are able to see expenses on “normal production” projects?” Many agencies will create internal projects to track expenses that are no...