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Windows WebDAV - DLL Update
Workamajig Windows WebDAV DLL Update If you are having an issue with files, please make sure that the Workamajig Server version and your file server version match If it does not or displays "Not a...
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Web To Leads
Workamajig allows you to capture information directly from your website using our Web To Lead feature. The information will be placed in the Leads area of the Contact Management module. Besides the...
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Pay & reconcile credit cards [in-depth guide]
This guide will show you the process by which you generate payments for credit card charges and how you can reconcile those payments. Guide contents: To pay as of | Select card & charges | Generat...
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Billing Schedules
Billing schedules allow you to create a timeline of when a project or campaign should be billed. It can be a specific date or a task in the schedule of the project. It also allows you to set a spec...
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Submit a project request [in-depth guide]
Guide contents: Who can submit a project request for review? | Using a project request form | Next steps Project requests allow members of your internal team or your clients to initiate a request...
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IIS Server Settings
This is for users that have Workamajig installed on their own server. If you log in via a web address that begins with APP, you do not have to do anything. In order to use the CalDAV functionality ...
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In-House Training: Time and Traffic
Attendees: Workamajig Implementation Team, Project Managers, Account Managers, select Production Staff Scheduled Time: 1 hr In the last session, you learned how to create a new project based on a t...
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Purchasing Training for Agencies
Attendees: Core Workamajig Implementation Team, Production Team, AP Team. In this session, we will build upon this knowledge and look into Entering Project Costs and Tracking Time towards the Proje...
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Project Manager > Campaigns page [guide]
The campaigns page allows you to intake new, or view any existing campaigns and their status. Campaigns in Workamajig allow you to upload files and have conversations at the campaign level rather t...
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Salesperson > Companies page [guide]
Navigation | Add a companyNavigationThe Companies screen allows access to favorites and recently accessed company records.Add a companyAdd a company by selecting the ‘+’ sign from the Companies scr...