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Project management

Keep Work
moving

Workamajig keeps projects of any size moving
from kickoff to delivery

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Set up resourced projects in a snap
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Handle it all from intake to invoice
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End-to-end
insights
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nikki-peroutka

Workamajig has helped us increase our accountability…

… because there’s more transparency in our processes... and it allows our leadership team to dig in and understand what’s happening in the business.

Nikki Peroutka
Director of Operations, Element

All-in-one project management built just for advertising agencies

After 20+ years working with agencies, we
know what makes agency workflows work. 

Workamajig handles it all. End to end.

Explore project management below.

Or see the complete product tour.

Overview

Project managers, see everything you need in one simple dashboard

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One dashboard

No more juggling tools — get all your tasks, conversations, calendars, budgets, timelines, notifications, & more in one place.

Real-time feed

The Today activity feed keeps you up-to-date with the latest updates across all projects, with urgent items only a click away.

Manage campaigns

Group multiple projects as a campaign and have one location for campaign reporting, billing, & project management.

intake & setup

Create a fully scheduled project in just a few clicks

Project Schedule
Custom templates

Use templates to quickly launch new projects in a few clicks with schedules, resourcing, and budgets ready to go.

Client portal

Project request forms & the Client Portal lets clients submit all relevant information & track project status all in one location.

CRM intergration

Streamline project intake from Workamajig’s CRM where you can turn opportunities into project estimates with all your client information in one place.

Estimates

Generate accurate estimates for easy approval

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Smarter estimates

Provide detailed, custom-branded estimates based on resources, labor, & expenses, with optional client-specific rate sheets.

Vendor integration

Automatically track & include quotes from vendors, all within Workamajig.

Instant budgets

Approved estimates become budgets so you can track actuals against your budget in real-time.

Budgets

Detailed budgets for profitable projects

Project Budget
Stay on top of budgets

Know exactly where your active projects stand with budget breakdowns by item, type, task, or person.

Get notified

Customizable notifications & health meters alert you to any issues, and options to view, filter & drill-down across multiple project budgets lets you track big-picture outcomes.

Analyze project budgets

Workamajig’s project budget analysis report lets you compare budget vs. actuals for multiple projects, enabling you to plan with real project data.

Vendors

Communicate and collaborate with vendors

Vendor Quote Request
Request quotes

Easily request quotes from multiple vendors simultaneously. Attach spec sheets & let vendors submit bids directly, all within Workamajig.

Approve vendors

Choose your vendor & approve quotes to create purchase orders. Prebill purchase orders for optimized cash flow.

Track budgets

Get notified of budget issues related to vendor costs & reconcile vendor invoices to easily spot discrepancies & make informed decisions.

Reviews

Handle multiple rounds of review, easily

reviews
Approval routing

Workamajig’s approval routing and proofing workflow lets you view, discuss, annotate, assign edits & approve creative work.

Internal & external review

Internal & external users can review files, no login required, with Workamajig seamlessly integrating with your file servers.

Proof & markup

Markup images, videos, or live web pages, easily create new tasks or to-dos from those annotations, and track progress towards approval.

Invoicing

Generate invoices automatically

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Invoice your way

Choose the billing process that's right for you - time & materials, fixed fee, retainer, or media.

Invoicing built for agencies

Review billable projects, document write-offs, and use credit memos, recurring invoices, advance billing, prepayments, and more.

Invoicing in a click

Generate invoices automatically with details like time, materials, specific rates, & markups.

Aaron Colbert

Workamajig's extremely helpful…

… schedules, project management, project estimates, and how that feeds into timesheet tracking & ultimately billing... having it all in one system is really key for us.

Aaron Colbert
Operations Director, Warehouse 21

Transform the way your agency operates

We’ve been helping advertising agencies
level up for 20+ years. We’re ready for the future.
Let’s get started.
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