Workamajig Reviews

Great Project Management & CRM Software for Mid-Sized Agencies

Comments: Overall I really like this software and would highly recommend it to any small to mid-sized agency that needs help to organize their project flow, tracking, client and vendor communications/task tracking/follow up and A/R or A/P.

Pros:

Workamajig helps our brand management agency track all necessary project information in one central location. Everything can be documented, from tasks to meetings, time entry, creative briefs, project proofs, PO's and invoicing. It is fairly easy to use. Also it is great for looking up projects from the past and creating new dockets based on the structure of past projects. Because Workamajig is web-based it provides a very user-friendly interface for team members no matter where they are located. Project home pages can be customized by each user, so they can show or hide a dashboard that features what is most important to them based on their role or how they work. Access rights and privileges are easy to assign as well.

Cons:

It can take a while for new users to get used to where everything is accessed as far as entry points for critical information or reports that you can pull. The user interface can be a bit confusing for project income forecasting - for example having to open more than one area of the project to enter Accounting information and billing dates, as well as checking off - "Include in Forecast" at the estimate stage. There are also many ways to achieve the same goal but it can be more confusing than helpful for some - I think there could be some simplification of steps needed for setting up things like project sales forecasts.

Good project management program

Pros:

Workamajig is a very detailed project management platform that is ideal for project management organization, scheduling and time tracking for an organization with a large volume of projects to manage. The program goes into very granular detail for task responsibility which is vital for a large volume projects.

Cons:

If your department project volume is light or not that complex, Workamajig would be unnecessary for your project management needs. Sometimes simple projects get bogged down in a myriad of tasks of checking a completion box – where the platform is supposed to be enabling efficiencies, it is adding unnecessary work to the team.

Complex functionality, boring interface

Pros:

Workamajig makes it easy to have time tracking, project management, billing, and more all in one place

Cons:

Workamajig has so much functionality that the platform is overwhelming. The design is incredibly dull and made it hard to motivate a creative team to use the platform to track time.

Pleased with Workamajig

Pros:

I love the deliverables function as well as the over project creation and how it ties easily to campaigns and budgets.

Cons:

It’s not overly user friendly if you are not in it every day.

Great platform

Pros:

Ease to manage capacity and see things in real time.

Cons:

A lot of great features that we didn’t know about.

I love the promise, but I need so many updates from Workamajig to love it.

Comments: Frustrating

Pros:

It ties timesheets and expenses together with billing. And I like the reports it can give.

Cons:

The UX and UI. There needs to be so so so much work put into the user flow. There are 20 different way to get the to the same features, it's unattractive, terms and vocab are all over the place... I could go on.

A dense, useful, but often unituitive task management platform

Comments: As an end-user, Workamajig was helpful once I overcame the long process of learning the system. The system worked for a long time in helping manage complex tasks, budgets, etc, but we ultimately are transition for something more MEDIA friendly.

Pros:

In the complex world of task management for video production, Workamajig fielded many of the needs we threw at it, to varying degrees of success. Fairly customizable, with a ability to create custom and interdependent forms When they upgraded to Platinum a few years ago (from Classic) the interface improved its usability. Notifications settings were easy, and program didn't default to an overwhelming amount of email.

Cons:

A fairly steep learning curve. The interface is very text heavy. Tracking the progress of tasks was often difficult, without intuitive features like status bars, etc. No simple and effective way (in our video environment) to store and display media, generate proofs, etc. Search functions didn't live update, making navigating backlogs more cumbersome.

WMJ All Stars

Pros:

Cross functionality and time tracking to projects

Cons:

There is so much to learn! Even with Bootcamp, I feel like I’m just scratching the surface.

Bootcamp 2024

Comments: I’ve only been using WMJ for about 5 months so don’t have that much experience to go off of, but I’m excited to learn more!

Pros:

WMJ is not a one size fits all PMS. It’s very much “either/or” which I think makes for great customization and easier usage.

Cons:

Since this is such a customizable PMS, the amount of options or add ons can at times feel overwhelming.

All in one agency software

Pros:

It encompasses the entire lifecycle of client management, project management and agency accounting

Cons:

It’s not intuitive and difficult to set up all of the components to maximize its capabilities

Nina Tenery Review

Comments: Very pleased!

Pros:

Its dash board is very intuitive and user friendly. Easy to communicate with teams. Visibility to POs paid, etc.

Cons:

I am still getting to know a lot of the accounting features. I wish it was a little bit more like Quikbooks, but I am learning :)

Easy to use project management tool

Comments: Overall my experience has been good. Easy to use.

Pros:

I like the reporting we can get from all the data entered into the program.

Cons:

In deliverables - we should be able to make decisions for people that are on PTO or manually push the route. You cannot create a new review route until you have a decision made.

Ok but room for improvement

Pros:

We were able to consolidate two former systems into one system - time tracking and finances/billing. This is convenient for many throughout the company

Cons:

Very clunky and not user friendly, trying to get creatives to use it is a nightmare! Lots of area for improved user interface. Also, a mobile app would be great for time entry and expenses/receipts.

Workamjig wins

Pros:

It is easy to log time and assign team members to tasks

Cons:

It is not very user friendly or easy to learn

Great integration tool for finance tracking and project management

Comments: I had an introductory training session with another employee before diving into Workamajig, however the program is self-explanatory enough to navigate without having to ask too many questions. I thought it was very handy to have timelines, budget, and timetracking integrated within one program to make overall tracking a lot easier for all involved parties.

Pros:

As a project manager, I used Workamjig often throughout the day, mainly to check cost-to-date statuses, create budgets/estimates, and adjust timelines. Our company also used it for timesheet purposes. I definitely liked the fact that you could integrate the time-tracking with project details, since that made cross checking the team's hours a lot more efficient (at a previous company, we used Workamajig to create budgets but actual timesheets were filled out using Excel, so there was no integration whatsoever). I found the platform relatively straightforward to work with, and found it easy to pull financials and other assets.

Cons:

One of my main gripes is - since the timesheet hours were directly correlated with a specific task on a project timelines (ex. the Creative Director could put 2 hours toward the task "Creative Ideation" - if a team member filled out their timesheet for a specific task on 06/23, the project milestone would automatically have a 6/23 end date attached to it, so had the potential of accidentally pushing the entire timeline forward (or backward). Every time I checked Workamajig to reference timing for a project, I had to make sure that the anticipated dates were actually correct, and hadn't been affected by someone submitting their timesheet. We had flagged this with the Workamajig several times, but were told there was not any workaround. Additionally, I found that there was often downtime when trying to pull up a report/add in time/etc. Even with high speed internet, pages had the tendency to load relatively slowly, which was an extreme annoyance especially when in a time crunch.

Great for timesheets, but steep learning curve

Pros:

Easy to track and change time for projects.

Cons:

Not very user-friendly. There is a somewhat steep learning curve just to figure out how to locate projects and track time. Icons are small, unclear, and don't relate at all to the actions they represent. I also have problems attaching documents to diary notes at times. It seems like special characters (even dashes) set these problems off, but I'm not entirely sure because Workamajig doesn't always give me a clear diagnosis.

WMJ Is The Best!

Comments: We have WMJ and our WMJ team to thank for our organization at our company. It's a great way to track time for our clients and our bosses as well as easy to use.

Pros:

The ease of using it. It's simple to learn and makes what would be a very hectic workplace , work smoothly.

Cons:

The amount of steps when assigning a task was greatly improved when WMJ platinum came out. I think uploading files and where the files are stored could be improved. At an advertising agency there are 100's of files uploaded a day and they can be difficult to find and keep track of.

Features for small to mid agencies

Pros:

Time keeping/tracking. Customizeable desktop to see active jobs and notes about them.

Cons:

Copying/moving estimates and POs over to new jobs... For example... a project worked on in 2017 includes estimates and POs that would rollover to a new 2018 job. Workamajig does not allow you to do this. You have to copy and paste.

Overall clunky unclear interface

Pros:

It allows me to track my time, as required by my company.

Cons:

The overall UI seems clunky and difficult to navigate. As a disclaimer, I use platinum which I know is still beta. The endless amount of sidebar pull-out drawers is a confusing and difficult way to structure this type of software. It's very easy to lose your place. I'm a fairly minimal user of Workamajig at this point, my main uses are tracking time in my time sheet, marking tasks complete, and reviewing the schedule to see who should receive the ticket next.

Outdated, but useful; being updated to new design and awful

Pros:

Once I learned Workamajig (classic) it was easy enough to figure out how to do what I need to do (Not super in-depth stuff; just time reporting and looking up projects).

Cons:

I was excited that a Platinum was coming out to ensure usability (as browsers remove Flash) and to give it a non-1990's interface. BOY was I disappointed. The user interface is so confusing and non user-friendly. It seems like an update for updates sake; a knee-jerk reaction to Flash going away.

Executive Assistant to Managing Partners

Pros:

You can easily view other calendars to schedule a meeting. Meeting times can be easily broken down. I've always been an Outlook calendar user, but we use WMJ for meetings and manage time billed to a client project.

Cons:

Printing others calendars is probably my biggest gripe with WMJ. When I print out other peoples calendars it prints my name on the bottom of the page. It should read like "Jane Doe 00/00/00 - Printed By XXXXXX".

Workmajig is a great tool

Comments: I have been using Workamajig for about 7 years now and I always find it does everything I require. Customer service is also useful because you can always get a quick response to your simplest of questions and they even go as far as walking you through to a good solution

Pros:

It performs lots of functions and integrates great with finance and allows seamless communication between team members.

Cons:

Finding settings and features that the system might have is difficult. Software obviously designed by engineers not by designers.

Workamajig Review by Daily User

Comments: We have had some issues with sales tax setup that we continue to work with Workamajig to address.

Pros:

It's a robust software that allows for both accounting, project management and collaboration. We like that we can access it from any device.

Cons:

We have had some issues come up and when our team has contacted support, we have not gotten the answers we needed. This has become a source of frustration.

Customizable for most needs

Comments: Workamajig is overall a good, solid program to use for our marketing department needs. It's easy to create and resolve tasks, organize your schedule, and get overviews of projects and campaigns.

Pros:

Workamajig has a customizable dashboard which makes it really easy to use. Great customer support and training available.

Cons:

Workamajig is not very intuitive, so sometimes it's difficult to figure out what you're doing if you try navigating outside of your normal tasks.

Workamajig Review

Comments: Workamajig is a solution for running our projects and our accounting needs.

Pros:

I like that it's a full solution from sales, project management, and accounting.

Cons:

It's not very intuitive. I've used the program for a lot of years and the one thing I hear all the time is how it's not easy to get around. I also like to see a way to upload an HR file within the employee and a better way to track vacation. I feel this is really missing in the program.