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Campaign Setup & Tracking [Webinar]
Discover the power of campaign setup and tracking in Workamajig. Learn how to streamline your projects with templates, effectively manage budgets, track progress, and generate insightful reports f...
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Accurate Client P&L | Accounting Role, Advanced Level [Webinar]
Discover the key to accurate client profit and loss reports with a variety of project expense transaction types, including time entries, expense reports, miscellaneous costs, vendor invoices, and c...
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Onboarding guides by role
Welcome to the Workamajig family! Let's jump in and personalize your workplace. First, you can upload an avatar, set your background image, add your contact info, and set a default page. To set thi...
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Getting Approval | Admin/Manager Role, Intermediate Level [Webinar]
In this webinar, we will look at how to define and adjust approval processes for project and transaction related items.Host: DavidDate: 02/07/2023Subscribe to our YouTube channel for more video con...
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Backend Management | Admin/Manager Role, Advanced Level [Webinar]
In this webinar, we look at ways the Workamajig Administrators can control access, as well as, display information for their team. This will include Transaction Preferences, Security Groups, Displa...
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Custom Views & Reports [Webinar]
Discover the power of Custom Views and Reports in Workamajig, where data analysis meets customization. Unleash your reporting potential as you delve into the dynamic reporting engine, explore the ...
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Project Workflow [Webinar]
Join Leslie French, the account manager at Workamajig, in an exhilarating webinar as she unveils the secrets of seamless project workflows. Discover the art of efficient project setup, harness the...
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Display of day in date columns [FAQ]
All date fields in reports, views, and display grids can display either "MM/DD/YYYY" or "Day Of Week, Month Day Year" simply based on the width of the column. For example, if you want to see the Da...
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Special Characters in Workamajig [FAQ]
In general, we recommend avoiding the use of special characters anywhere in the Workamajig. This is particularly important in certain key fields, such as "IDs" or "Numbers". Some of these character...
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Are there keyboard shortcuts? [FAQ]
Yes, simply press "Control, Shift, ?" at the same time to open the Keyboard Shortcuts menu. It will show what actions can be performed on that page specifically, and allows you to assign specific p...