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Windows WebDAV - Hosted Setup
Requirements | Download The WebDAV App | WebDAV Application Server Install Folder | Digital Assets Folder | Web Site Setup In IIS | WebDAVServerConfig Folder | WebDAVConfiguration.exe | Workamajig...
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Custom Login Page
Download The HTML Code | Using Custom Form Posting | What Do I Need? | How Do I Create The Login Page? | Example Login Page With Code Workamajig allows you to build your own custom login page on ...
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Manually managing credit card charges [in-depth guide]
This guide will show you how to enter credit card charges manually, either as your main process of entering charges or to enter charges before they are downloaded into the connector to match later....
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Define project request [in-depth guide]
Guide contents: Security settings | Define a new project request form | Additional request setup | Next steps As there are no default project requests setup in the system, your team must define e...
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Task Manager
Task Manager Settings (WMJServiceConfig.exe), located in the Workamajig Task Manager folder, is used to control many things on your Workamajig Server, including website access, LDAP authentication,...
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In-House Training: Project Intake
Attendees: Core Workamajig Implementation Team, Project Managers, Account Managers, Traffic Team. Scheduled Time: 1 hr A project intake workflow allows your team to efficiently process your project...
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Project files [in-depth guide]
Workamajig's file system for projects allows you to store files of any format, and share them with others on your team. Each project has its own files area, and you must have access to the project ...
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Assignments and Resourcing Training for Agencies
Attendees: Core Workamajig Implementation Team, Project Managers, Account Managers, Traffic Team. In your project intake call, we allocated time and assigned tasks to your users. This training sess...
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Admin/Manager > Import Data page [Guide]
Navigation | Import file | Resources Prior to importing records into Workamajig, you will want to prepare your data/files ahead of time for the best results. It's also best to import one or two r...
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Billing worksheets > Create invoices [in-depth guide]
This step shows all worksheets that have been approved & are ready to be turned into client invoices. Select the worksheets to complete and create invoices automatically formatted according to your...