Migrate from Workamajig to monday Work Management

Workamajig Campaigns represent top-level client engagements that aggregate multiple Projects for budget tracking and reporting. Each Campaign maps to a monday.com Board, with the Campaign name becoming the Board name and the Campaign budget/billing fields noted as reference values to recreate in monday.com Dashboard widgets. We preserve campaign-level estimates and budget totals as a written field-mapping reference for Dashboard construction rather than a live linked record.

Workamajig Projects nest under Campaigns and contain Tasks, time entries, and billing records. Each Project maps to a Group within the Campaign Board. The Campaign-to-Project parent-child linkage is preserved as Group ordering within the Board and documented in a separate reference sheet. Project custom fields (client tier, project type, status) map to monday.com Group columns.

Workamajig Tasks nest under Projects with date ranges, hourly allocations, predecessors, and completion statuses. Each Task maps to a monday.com Item within the appropriate Group. Task predecessors map to monday.com Dependencies (available on Work Management tiers). Date ranges map to the Timeline column, and hourly allocations map to the Number column with the customer's preferred unit label.

Workamajig supports multi-level task nesting within Projects. monday.com supports Subitems (one level of nesting per Item) on Work Management Standard and above. For Workamajig tasks with more than two levels of nesting, we flatten the deepest level as Item columns and note the hierarchy depth in a mapping reference. Subitem assignments, due dates, and status map to the Subitem's own columns.

Workamajig Deliverables represent reviewable creative outputs tied to approval workflows with reviewer assignments and approval statuses. Deliverables map to monday.com Items (if standalone) or Subitems (if nested under a parent Task Item) with a Status column reflecting the approval state. The reviewer assignment maps to the Assignee column. We flag deliverables with an approval_status of pending for manual status updates post-migration since monday.com's approval feature requires separate setup.

Workamajig custom fields on Projects, Campaigns, and Tasks (dropdowns, checkboxes, date pickers, numeric fields, text fields) map to the closest monday.com Column type: Dropdown maps to Labels, checkbox maps to Checkbox, date picker maps to Date, numeric maps to Number, and text maps to Text. Choice options are preserved as Label options. Required flags from Workamajig require manual enforcement in monday.com as the platform does not enforce required columns at import time.

Workamajig Companies store client organizational records with their own custom fields and contact associations. Companies map to Items in a dedicated monday.com Contacts Board. The Company name maps to Item name, address fields map to Text columns, and any associated Contact Items link via a Connect Boards column. We set up the Contacts Board before migrating Projects so that cross-board Links are satisfied at import time.

Workamajig Contacts store individual people tied to Companies with roles and contact details. Each Contact maps to an Item in the monday.com Contacts Board with the Contact's Name as Item name, email as a Text column, phone as a Phone column, and role as a Labels column. The Company-Contact relationship maps to a Connect Boards Link to the Company Item. Contact custom fields map to additional Columns on the Contacts Board.

Workamajig Time Entries link to Projects and Tasks with billable/non-billable flags, hourly rates, duration, and owner. Time entries map to Items in a dedicated Time Tracking Board with a Date column (entry date), Number column (hours), Labels column (billable/non-billable), Number column (hourly rate), and a Connect Boards column linking to the parent Project Item and Task Item. We use the Work Management Standard Time Tracking column format. Historical time entries with dates in the past preserve their original ActivityDate in the import.

Workamajig Invoices generate from Projects with line items, payment status, and transaction links. monday.com has no native billing or invoice object. We export all invoice records comprehensively as a CSV with client name, invoice number, date, line items, amounts, and payment status. The customer uses this export to rebuild invoices in their chosen billing platform (QuickBooks, Xero, Stripe, or a dedicated agency billing tool) or to manually recreate in monday.com using a custom board if preferred.

Workamajig Purchase Orders track vendor expenses against Projects with PO headers, line items, and vendor associations. There is no equivalent object in monday.com. We export all purchase order records as a CSV including vendor, project association, PO number, line items, amounts, and status. The customer uses this for vendor reconciliation in their accounting software or for manual reference.

Workamajig Activities capture engagement history on Companies and Contacts (call logs, email logs, meeting notes). The activities module is read-only via API (GET only) at 50 req/min. Activity records migrate as monday.com Item Updates on the relevant Contact or Company Item, with the original timestamp preserved in the Update body and the activity type noted in the update text. We cannot migrate automation rules or activity-triggered workflows from this module.

Workamajig report data (P&L, burn charts, utilization breakdowns) exports via CSV or the API. monday.com Dashboards rebuild these views using widget types (Chart, Number, Gauge) connected to Board data. We export all report data and deliver a widget-mapping reference that maps each Workamajig report metric to a monday.com Dashboard widget with the relevant board and column source. Report definitions and column layouts do not export; these require manual rebuild guided by our widget-mapping reference.