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Recalculate standard cost [in-depth guide]
Guide contents: How it works | Example This feature is designed to normalize the time entries of salary employees. This requires the employee records to be set up with a 'monthly cost' amount tha...
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Global lists: Teams [in-depth guide]
Guide contents: System setup | Client setup | Project setup These can be applied to the client setup, which then copies to the new projects you create for that client. Teams can fit various needs...
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Backup approver [guide]
Guide contents: User setup | Admin setup & managementThis is for timesheets, expense reports, credit card charges, and project request forms approval only. This setting is to designate who will tak...
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Map Projects Folders to Desktop
NOTE: If you are hosted on a Workamajig app Server and are using Workamajig's file storage solution, this feature is NOT available to you. If you are hosted on a Workamajig app Server and have setu...
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Task Manager - Registration Key Update
If you need to update the registration key because you are changing the number of users or there is an error please do the following: NOTE: If your computer/server name is changed, please email sup...
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In-House Training: Project Go Live Checklist
Why is this important? A pre-flight check to go over any questions or clarifications will ensure a successful deployment of Workamajig. This also includes a Post Go-Live call to catch any issues a...
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Media Training for Agencies (Elective Session)
Workflow Insertion Orders These can be synced with Strata, or you can import them into Workamajig. Broadcast Orders These can be synced with Strata; however, if you don't sync and want to import, y...
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Understanding Client Portal [Webinar]
Learn how to set up client portal users and give free access! Host: Jennifer Date: 09/27/2022 Subscribe to our YouTube channel for more video content
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Statement of cash flows [report]
Menu > Everyone > Report Center > Financial Reports > Statement of Cash Flows The numbers in the statement of cash flows are derived from the changes in a business's balance sheet accounts during t...
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Global lists: Timeline segments [in-depth guide]
Guide contents: System setup | Adding timeline segments | Assign to tasks | Resources To help visualize & report on major project milestones, Workamajig has created 'timeline segments'. After def...