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Project Management

All-in-one marketing project management software for creative agencies & in-house teams

Resource Management

Marketing resource & traffic management tool schedules, tracks & assigns tasks all in one place

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Track time & tasks for more transparency, more billable hours & keep projects right on schedule

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Fully integrated accounting and financial reporting tools make billing & invoicing a breeze

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Project management software built for marketing agencies & creative teams

Workamajig’s robust, all-in-one creative project management software lets you create, estimate, schedule and deliver better-organized projects, faster
Manage Projects with Workamajig

Stop juggling multiple tools & centralize project information

Forget about chasing down tasks in one tool while sifting through client emails in another. Workamajig's all-in-one marketing project management software proactively brings everything together in one place — tasks, conversations, calendars, budgets, timelines, notifications, and more.
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Real-time daily activity feed

The Today page gives you a feed of all activity across your projects
2 Health Meters

See & act on project warnings

Budget or timeline at risk? See all items requiring attention in one place
3 Report Center

Reports galore

Create, customize, and export reports that match your specific needs
Create Projects in Workamajig

Fully-scheduled projects in just a few clicks

Make manual project setup (and finicky spreadsheets) a thing of the past. Workamajig’s powerful project templates help you kick-off your creative projects with ready-to-go schedules... all in just a handful of clicks.
4 Schedule from Template

Instant schedules

See the exact resources, hours, and (optionally) budget you’ll need
5 Project Templates

Fully customizable

Copy from a template & edit to match your project’s requirements
6 single project gantt

Gantt charts

Visualize project tasks, dependencies, and timelines
Project Intake in Workamajig

Go straight from client request to new project

Workamajig handles marketing projects — and whole creative campaigns — from the very first touch. Kick off a project directly from a CRM opportunity or internal request, and scale up to whole campaigns using Workamajig’s creative project management templates.
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Turn leads into clients

Take leads through your pipeline and into production, all in Workamajig
8 request a project

More options for intake

Automate intake with the Client Portal and go from request to project
9 Rquests to review for Approval

Route for approval

The right person gets the request & notifications keep everyone updated
Project estimates in Workamajig

Generate branded, client-friendly estimates

Get sign off fast with detailed estimate templates that are ready to be customized with your logo and colors. Use estimates to manage scope, predict resourcing demands, and compare against actuals, ensuring your proposals get more accurate over time.
10 Estimate of Labor based on process and resource need

Estimate labor and expenses

Based on your workflow and tasks using client-specific rate sheets
11 Quote request from an estimate

Generate quote requests

Automatically track and include quotes from vendors in your budget
10 or 12 Estimate overview showing profitability

Turn estimates into budgets

Get approval, see estimated profit, and track actuals against budgets
Vendors

Integrated vendor management

Request quotes from multiple vendors simultaneously, all from within Workamajig. Attach spec sheets, and let vendors submit their bids directly using free logins.
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13 Vendor Management open quotes and po

Manage purchase orders

Reconcile purchase orders across multiple projects to vendor invoices
14 PO to Vendor Invoice multi projects

Compare quotes to invoices

Watch for vendors regularly coming in significantly above their quotes
15 Vendor Reporting

Clear reporting

Spot overages and shortages & don’t miss billing opportunities
BUDGETING

Smarter, integrated project budgets

Stop budget overruns and rushed projects by creating detailed, realistic budgets using Workamajig’s powerful templates and financial reports.
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Budget breakdowns

Run through your budget by item, type, task, or person
18 Budget Vs Allocated Vs Actuals

See the big picture

View, filter, and drill down into budgets for all active projects
18 Budget Vs Allocated Vs Actuals

Track against actuals

Budget analysis reports show you budgeted hours vs actuals
REVIEWS

Proof, review, and approve work, all within Workamajig

Workamajig’s built-in approval routing and proofing workflow lets you or your client view, discuss, annotate, and approve creative work, all within one marketing project management system.
19 Route Files for Review (track rounds, include clients, Set process)

Integrates with your file system

Automatically track your existing project files in Workamajig
20 Track Comments and assign to team

Streamline revisions & approval

Internal & external users can review in Workamajig without an account
21 Compare to other rounds

Assign tasks with to-dos

Markup images & video, then easily create new tasks & monitor progress
INVOICING

Ensure all work gets billed with streamlined invoicing

Generate invoices automatically with details like time, materials, specific rates, and markups. Efficient invoicing is the key to healthy cashflow and Workamajig makes it a snap.
22 Billing Methods and Worksheets

Bill a variety of ways

See work ready to bill by time and materials, fixed fee, retainer or media
23 Review Projects and Transaction

Drill down by project

Easily review projects for billable work & adjust, transfer, or write off
24 visual billing reports_ instead of words maybe

Reports & dashboards

Advanced reports provide full visibility into your billing situation
All-in-one platform

All the project management features you need

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Bird’s-eye view

Get the full picture with a color-coded overview of all your projects in progress
26 Option 2 time

Integrated time tracking

Monitor hours spent as staff log time, giving you valuable data for future estimates
27 Configurable Status reports for MGMT or Clients

Status reports for stakeholders

Give leadership & clients a concise overview of all projects in progress

FAQs about Project Management for Marketing

What is project management in marketing?

Project management in marketing is the process of managing a creative project from the planning stage to the execution stage in an organized and efficient manner. There are a lot of moving parts on a successful marketing project and utilizing a fully integrated, all-in-one marketing project management tool like Workamajig sets you up for successful project completion. With Workamajig, you will be able to manage all of your creative projects in one interface, allowing  you to create, estimate, schedule and deliver projects faster than ever.

What is the role of a project manager in marketing?

The project manager is responsible for managing all the details of the project, which includes planning the project, creating goals, working with stakeholders, and then actually executing the plan, and managing all the resources along the way to successfully deliver the results.

What is agile project management?

Agile project management methodology is the iterative process of managing a project by breaking down the project into several phases, allowing for flexibility and easy revisions to be made along the way. The agile methodology allows for regular collaboration, as well as feedback from stakeholders, and the ability for easy implementation of change at any stage of the project.

What is project scope in project management?

Project scope is a clear outline of all of the necessary components to deliver the project, including a list of stakeholders, features, and goals to bring the project to successful completion.

What is scope creep in project management?

Scope creep is when small, seemingly insignificant changes are made to the original project scope, changes so small that they actually creep up slowly, eventually changing the entire scope of the project in a major way.

What is the critical path method in project management?

Critical path method, also known as CPM, is the process of  identifying the core tasks that are crucial to complete a project, and using that data to determine the estimated time needed to complete the project. The core tasks must be performed in a specific predetermined sequence to consider the project a success.

What is scrum methodology in project management?

Scrum methodology in project management is an Agile methodology where work is done in short cycles called sprints and involves daily meetings of team members to discuss project progress, and any roadblocks that need to be removed. This iterative process is flexible, transparent and allows stakeholders to be involved at every stage of the project.

What is a stakeholder in project management?

Project stakeholders are those who are involved in the project. They include all members of the project team, project managers, clients, sponsors and anyone else involved in the project.

What is crashing in project management?

Project crashing is the process of adding additional resources to speed up the project’s timeline without actually changing the scope of the project. 

What happens when all your marketing project management tools are fully integrated?

More profit. Less stress.
That’s Workamajig.

Questions? We're here to help: sales@workamajig.com