Communication and collaboration enter Workamajig in a couple of forms. We begin by looking at the Diary. The diary began as a notes section for the Project. It continues to do so, but now we have embellished the Activity feature so that it is grouped within a Project. This can manage Project communications, such as the client wanting to update …
The Project Way: Workamajig Traffic Schedules and Assignments – Mike Wang and Ron Ause
Assigning placeholder employees in your template can help you reduce the level of work entailed in creating a new project. This does mean that you will need to reassign the task to a live employee at some point. How we will execute this reassignment. Open the Traffic – Staff Schedule view (Menu/Projects/Traffic/Staff Schedules). Remember you can add this option to …
Workamajig Project Management: The Project Way and Project Templates- Ron Ause
Project Templates – when you create a new project you can elect to copy the project setup from a project template. The idea is that you are wanting to copy similar work instead of rebuilding a project from scratch each time. They become the gatekeepers of your standards, which are housed within your templates. We have added a new project …
Catherine McIntyre-Velky: The Principles Project Management
Project Management – Why do we NOT have time to do it right, but we always have time to do it over? What is Project Management anyway? Tasks may vary but the principles are the same across all agencies. It doesn’t matter the medium; you have a strategy and objective; you have estimates and approvals; creative development and execution. They …
The Way: Project Intake – Mike Wang
The Way: Project Intake – Mike Wang Mike begins by telling us about Workamajig Labs, available to Conference Attendees May 1. It will be added to System Setup. You will view new features and can opt to deploy these features or not. Each user, who has the security rights, can turn on their lab items at the user level if …
Do you have a Closing Process for Closing Projects in Workamajig?
Many Workamajig users overlook the process of closing a project in Workamajig. Oftentimes, they feel as if changing the status, or addressing all open transactions is enough to “close” a project from their system. This is not true! Your company needs to define a systematic process for closing Workamajig projects.
The Workamajig Way – Ron Ause: Project Management
*Please note, due to the ‘live’ nature of the content, it is not proofread. This allows me to get the information to the blog more quickly. I apologize for this inconvenience. If any of the content is unclear, please contact me and I will try to do a better job of explaining what was covered (lee@workamawiz.com). Thank you for your …