(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 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...
-
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...
-
Project hourly realization rate [report]
Menu>Everyone > Report Center > Project Financial Reports > Project Hourly Realization Rate How it works This report calculates the realized hourly rate earned on projects based on one of 3 availa...
-
Everyone > Report center page [guide]
Navigation | Report typesThe report center allows you to access Workamajig's standard reports and customize your own.NavigationReport typesThe report center is broken up into two categories: Standa...
-
Define Automations
Prerequisites & Setup | How to Create Automation Rules | Trigger Types | Conditions And/Or/If | Action Types | Managing & Editing Automation Rules | System LogAutomation EnginePLEASE NOTE: The Auto...
-
Working Towards New Year Project Management | Management Role, Intermediate Level [Webinar]
In this webinar, we will look at best practices for setting up internal and client projects, year-end reporting, and potential cleanup items. Host: Rod Date: 12/13/2023 Subscribe to our YouTube ch...
-
Managers views [guide]
System Log Reports one row per action recorded by the system. Great report when trying to find what actions are being done when and by who. Email Log NOTE: This log only contains data from the pa...
-
Planning Projects 101 [Webinar]
Join Randy, a seasoned project management expert, in the engaging "Planning Project Basics" webinar as he unveils the secrets to creating successful planning projects. Discover the key steps, incl...
-
Contractor - Foreign currency. [in-depth guide]
Guide contents: Vendor setup | Contacts | Employee-based setup | Hourly cost | User access | Vendor invoice entry | Managing contractors | Employees | Mark as paid/unpaidFor information on contract...
-
Email To Control
We have enhanced the way you can choose who to Email To on Project Conversations. Simply type a name that exists in the system and select them.New Conversation | Employees And Contacts | @Company |...