Within Workamajig, the Project Diary is an important, but often misunderstood, functionality that provides you with the ability to quickly communicate brief, informal messages to other people, such as co-workers, clients, and vendors that have access to a given project. This tutorial will help you use the Project Diary more efficiently and correctly.
The Project Diary is your central place to capture communications for a project. This is useful to ensure that important data that needs to be associated with a project becomes part of the permanent record of a project. This correspondence tracking can be useful when you need to document client changes, particularly if you have to document changes in a budget, and relay communications to co-workers, clients, & vendors.
Project Diary notes are intended to be informal in nature, and should not be treated with the same formalities as email. If the content of your message needs to be formal, and requires a full To, CC, or Subject line, use should use email. If you do opt to use email, you can then use the method described in the next paragraph to get a copy of your email inserted into the Project Diary. This methodology helps keep your inbox tidy, and prevents the Diary from becoming cluttered and excessively long. It should also be noted that Diary notes are listed in chronological order, in other words, the newest notes are listed at the bottom.
Creating Notes From Email
You can use the Project Diary function to store email you send outside of Workamajig to the Project within Workamajig. This is as simple as sending and email to or CC’ing the email address provided to you by your System Administrator that is setup to receive Diary notes. Within the body of the email you simply need to include the project number in double brackets “[[PROJECT Number]]“. You can also attach files that you would like appended to the Project Diary, however it is important to remember that these files are not stored in Digital Assets/Files and will not show up when searching for files.
You can also add Diary Notes directly from the Project Central screen. From Project Central you can enter a new note, browse all of the notes that you and others have posted, as well as reply to notes. When adding notes from Project Central you also have the option to email a copy of the notes to others who have access to the project.
Creating Notes From Project Central
To send a new note Click on the “New Note” button, enter the text of your note, choose whether or not this note should be allowed to be seen by Clients if they have access to the project, and select people that should receive a copy of your note in their email, and click “Save”. This will post your email to the diary and email copy of the note to those that you selected.
To reply to a note in the Diary, click on the link to the right of the original Sender’s name and Date of the original note labeled “(Reply)”. This will allow you to type and post a response to the original sender’s note. After hitting the “Save” button your note will now appear in the Diary indented below the original note.