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Implementation Checklist for IT

 

As a member of the implementation team, you will be overseeing the setup and implementation of Workamajig. During the setup period, you will be working with other members of the implementation team to ensure the Communication sections are set up and are being tracked correctly to the other areas of your agency.

 

Getting To Go Live

 

Though many of these areas will be set up by other members of the implementation team, you will need to confirm the settings prior to Go Live:

 

General

_ Browser Settings

_ LDAP Configuration

 

Contact & Calendar

_ Importing Companies/Contacts/Leads

_ Exchange Server

_ Google Sync: Calendar

_ iCal Sync

 

Project

_ File Storage Options

_ Project Conversations: Email Setup