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Server Services
What are the Workamajig Services? The WMJ Services are applications that support specific core functions for your Workamajig instance. Our services operate in the background on the web server host...
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In-House Training: Collaboration
Attendees: Core Workamajig Implementation Team, Project Managers, Account Managers, select Production Staff Scheduled Time: 1 hr Workamajig has a number of features that allows your team to communi...
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Billing Training for Agencies
Attendees: Core Workamajig Implementation Team, Account Managers, AR Team, Accounting Team. In the last session, you worked on entering all of the costs associated with the project. In this session...
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Salesperson > Opportunities page [guide]
Navigation | Change opportunities stage | Edit opportunities | Convert to an Oppty project | Project details | Conversations | Closing an OpportunityNavigationThe opportunities screen provides a vi...
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Custom graphs [guide]
Create your own | Layout | Graph types | Use a Calculated Field | Filters | Colors | Settings | Export/Import | Tips and Tricks | Resources You can now create your own customizable graphs, based ...
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LABS - New Add Vendor Invoice
This lab helps to bring the Vendor Invoice Intake screen in line with other similar intake screens.Simply put, there is no line detail information to fill in now when entering a vendor invoice. Jus...
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Global Lists: Task Priorities [in-depth guide]
Here you can manage the Task Priority labels beyond the defaults of High, Medium and Low. Navigation Main Menu > System Setup > Global Lists > Task Priorities Setup By default there are three la...
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Electronic Billing Worksheets [Webinar]
Jennifer Broadwater, a trainer at Workamajig, conducts a training session on electronic billing worksheets, aiming to revolutionize the billing process. Participants learn about workflow, security...
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Real Time Notifications
Workamajig has the capability to alert you in real-time of your Changes and Notifications. This is all done while the browser is open and logged into your Workamajig account. So, regardless of what...
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Migrating to New Server-Windows Server
Server Migration InstructionsBelow are the instructions for migrating your current Workamajig database and files to a new Windows-based server. Server and Software RequirementsBasic server and soft...