(Guide Admin)
- Total activity 2120
- Last activity
- Member since
- Following 0 users
- Followed by 2 users
- Votes 14
- Subscriptions 1072
Articles
Recent activity by (Guide Admin) Sort by recent activity-
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 ...
-
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...
-
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...
-
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...
-
Salesperson > Contacts page [guide]
Navigation | Add a contactNavigationThe Contacts screen provides a view of your favorites and recently accessed contact records.Search for contacts by using the search bar or Views.Access contact d...
-
In-out status [in-depth guide]
Setup | UsageThis is a digital version of the office status board.Recommend: For all users.NOTES: Users must manually choose if they are in or out and add/update the comments. Users can be given th...
-
Everyone > Expense reports page [guide]
Navigation | Add an expense | Submit an expense | Print an expense report | Change system settings | Viewing existing expense reports | Approving expense reports | Resources Electronic expense re...
-
BETA - Templated Conversations
Email TemplatesPLEASE NOTE: The Automation Engine is currently in Beta and lives within Workamajig Labs. Features and functionality may change as we continue to develop this tool. We are actively ...
-
Working Towards Year End Finances | Accounting Role, Advanced Level [Webinar]
In this session, we will look at getting your system ready for year-end financial reporting, including 1099 and Taxes. We will also discuss how to begin setup for next year, so everything is in...
-
Why Should I Create Assignments | Management Role, Intermediate Level [Webinar]
In this webinar, we will look at the benefits derived by adding assignments to your project tasks. Host: Rod Date: 10/03/2023 Subscribe to our YouTube channel for more video content