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Create a project/planning project/campaign from an approved request [in-depth guide]
Guide contents: Create a project from an approved project request form | Locating approved requests | Create multiple projects from a single approved request | Close project request Project reque...
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In-House Elective Training: Expenses
In the last session, you learned how to create a new project based on a template, how to add and remove project tasks, and how to enter a project estimate. In this session, we will build upon this ...
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Accounting Training for Agencies
Attendees: Core Workamajig Implementation Team, Accounting Team, AP Team, AR Team In the last session, you set up your clients and projects to fit your billing workflow and began creating your firs...
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Retainers [Guide]
New Retainer Setup | Linking Projects To Retainers | Select Retainers For Billing | Generate Invoices | ResourcesA retainer is a contractual fixed billing arrangement between you and your client. T...
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Salesperson > Marketing groups page [guide]
Navigation | Add a marketing group | Add a contactNavigationThe Marketing Group screen provides access to view the marketing group list.Add a marketing groupSelect the + sign to add a new Marketing...
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Time productivity analysis [report]
Menu > Reports > Project Financial Reports > Time Productivity Analysis Show total billable and non-billable hours with multiple grouping options. NOTE: Non-Billable time includes any time entered ...
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Kanban/Agile in Workamajig [Webinar]
Get ready for an exciting webinar on Kanban/Agile projects in Workamajig! Join Brittany as she dives into the ins and outs of this dynamic workflow, showcasing how to effectively manage tasks, grou...
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Tracking overtime hours [in-depth guide]
Guide contents: Overview | Setup | How to enter overtime | Billing | ReportingNew Feature: May 2026 UpdateOverviewNormally, any time entry is tracked in the system as a regular hour of time entry. ...
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AvidXchange [in-depth guide]
Guide contents: Setting up AvidXchange | Workflow to create payments | Payment to AvidXchange | Import credit card charges | Vendor Invoices | ResourcesLooking for a quick, easy way to pay vendors ...
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Workamajig SWAG
Now you can show your support of Workamajig and create your very own SWAG for around the office, using our logos. Please share with us on Facebook and Twitter what you create. You can download a z...