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Closing projects [in-depth guide]
Guide contents: Complete all tasks | Change project's status | Clear all open project transactions | Archive files (optional) | Close the project | Mass closing projects | Reporting | ResourcesThe ...
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Workamajig Server - Local Hosted
Workamajig Server And Software Requirements | Maintenance | Public Access (Local Hosted Servers Only) | Support Guides | Migration StepsATTENTION!!!!!To All Local Hosted Workamajig Administrators a...
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In-House Training: Project Requests
Attendees: Workamajig Implementation Team, Project Managers, and Account Managers. Scheduled Time: 1 hr The use of project request forms is a quick and efficient method for tracking, approving, and...
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Project Intake Training for Agencies
Attendees: Core Workamajig Implementation Team, Project Managers, Account Managers, Traffic Team. This training session is designed to teach you how to create a new project. This is done by copying...
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Admin/Manager > Employees page [Guide]
Navigation | Add new employees | Mass employee updates | Edit employee record | System settings | Views | Resources This page is designed so you can manage your employee records in the system. ...
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Billing worksheets > Approve worksheet [in-depth guide]
Any person with the right to create invoices can approve a billing worksheet. During the approval process, you have access to the same screens as in the review process. You can reject a worksheet o...
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Billing > Clients [guide]
Guide contents: Navigation | Add a client | Views | ResourcesThis is a list view of your clients, along with the default views & any custom ones that you've created to report on clients. From here...
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Project Manager > Projects page [guide]
Navigation | Grid | Open new project | Financial status | Project schedule status | Percent complete | Gantt | Display options | System settings | Edit columns | Field Calculations | Project templ...
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Salesperson > Leads page [guide]
Navigation | Add a lead | Convert a lead | Delete a lead Navigation Your Leads Screen will have all of your favorite and recent leads. Search for leads by using the search bar. Add a Lead Se...
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We Have a Report For That | Everyone Role, Basic Level [Webinar]
In this webinar, we will look at the basic report and view functions of Workamajig Host: Randy Date:3/12/2024 Subscribe to our YouTube channel for more video content