Bulk Changes In Teamogy

Bulk Changes In Teamogy You have an option of bulk changes in Jobs/ Tasks/ Client Overheads/ Internal Overheads. You can mark the data and change their fields. In Jobs, you can change the field – Owner, Participants, Start date, End date, Status or Binder. In...

How To Edit Attendances

How To Edit Attendances You can edit all the created Attendances of the whole team and also create new Attendances retrospectively.  To have rights to edit Attendances, you have to be added in the Group – Attendance editor. 1. Go to the Attendance in the...

Enter Company Details

Enter Company Details First, open the Company you would like to edit. Read more in Find The Company article. 1. Click on the tab Details.  2. Complete all details in the section Details. Mandatory fields are red underlined (can be different by company’s settings)....

Mark Company As A Client/Supplier

Mark Company As A Client/Supplier 1. First, open the Company you would like to edit. Click on the tab Details. 2. Mark company as a client or supplier. Click on the small square “Client” or “Supplier”. 3. Press SAVE button. Do not forget to...

About Sprints

About Sprints Sprints are used to plan and complete a specific list of Tasks. They allow you to manage and have an overview of all important activities related to the Tasks. Sprints are limited to a specific period of time during which specific Tasks must be completed...

About Opportunities

About Opportunities Opportunities are used to manage business cases and are used mainly by sellers. This functionality offers the possibility of registering, leading and closing business opportunities in the company. Business opportunities in Teamogy can be linked to...