by Petr Vevera | Mar 28, 2019 | Manual
Create A Task From View 1. In the left navigation menu unroll Tasks. 2. Click on Capacity plan/ Task schedule / Task statuses / Task list – new task can be created from any one of those views. 3. Click on New Task. 4. Complete All Details. Mandatory Details are...
by Petr Vevera | Mar 28, 2019 | Manual
Capacity Plan – How It Works Firstly, start our manual by creating a new task. Here is a link on how to create new task. On the screen below you can see the default situation after a task creation. Let’s call these pieces of a chart, which are orange now, as a...
by Petr Vevera | Mar 26, 2019 | Manual
New Meeting Category You, as intern Teamogy admin, could add more Meeting Category. How to do add more Meeting Category? 1. In the left navigation menu unroll Configuration. 2. Click on Register. 3. Use Breadcrumb Ownership and choose Shared. 4. Use Breadcrumb...
by Petr Vevera | Mar 26, 2019 | Manual
New Document Category You, as intern Teamogy admin, could add more Document Category. How to do add more Document category? 1. In the left navigation menu unroll Configuration. 2. Click on Register. 3. Use Breadcrumb Ownership and choose Shared. 4. Use Breadcrumb...
by Petr Vevera | Mar 26, 2019 | Manual
New Document Types These are the most used documents types that are predefined in Teamogy – Basic Document, Sales Quotation, Purchase Order, Contract, Meeting Report and any agency can start using them immediately. However, Teamogy is a very flexible system and...
by Petr Vevera | Mar 25, 2019 | Manual
Switching among companies You may have more than one company for your Teamogy account – You can add additional agencies in a group or DEMO account for testing and training purposes. You will be able to switch between companies. Ensure that you create valid data and...
