Client service Team is managing client jobs mostly. For that are used following modules of Teamogy:

Jobs, Tasks, Timetracks, Quotation, Purchase orders, Purchase invoices, Sales invoices

See the quick guide and watch the video please

2.1 How to set up your own personal profile, theme and other preferences

Tune your Teamogy that fits your personal taste

See the guide and watch the video please…
Output/Practical part: Set your photo, change the theme, set your font size, send the post it to your colleague

2.2 How to create business contact.(Clients, Brands, Suppliers,..)

To have all business contacts well organised is goal of each company. With Teamogy it is easy.

See the guide and watch the video please…
Output/Practical part: Create your favorite client (and brands), create address, create a person, fill in registration of company and upload some attachment

3.1 My to do list (task list, task statuses)

To know exactly what we are supposed to do and what is the priority is the key for our work. Task list and task statuses are great tools to use to be always on track.

See the guide and watch the video please…
Output/Practical part: Open the task list and see the list of your tasks. Open one task and read the description. Open the task statuses to see what tasks are you about to work on (Processing status).

Guide or description #1
Task list

Guidel or description #2
Task statuses

3.2 How to communicate in the Task with my team

Task is not just about to see what you are supposed to do, but it is a place to have a discussion and share your thoughts and ideas or output. Let’s see how this works in Teamogy tasks.

See the guide and watch the video please…
Output/Practical part: Open the task and use the discussion area. Type some text and upload your attachment or create a link or insert picture. Add another post into the comment area and use feature of “mentions” and send this post just to the selected colleague.

3.3 How to mark my tasks as Done (tasks statuses)

You will have soon many tasks to do in Teamogy and to have always clear overview what is about to be started, what you are working on and what is done you should know well how to use statuses of Tasks.

See the guide and watch the video please…
Output/Practical part: Open task list and open one of your tasks. Edit the status of task to Done. Then open the tasks statuses list and drag and drop another the task to status Done

4.1 How to report time from tasks

If there is a task assigned to you, probably you will invest part of your precious working to deliver it or work on it. It is great habit to track the time daily to let know others how far we are and how long it take to deliver such a task

See the guide and watch the video please…
Output/Practical part: Open your task from task list and use button of “clock” and register the time and provide some description of this time track. Than use button of “play” to let the counter running on the selected task. After 3 minutes hit stop to create the time record.

4.2 Time recorder

Sometimes the day is so chaotic and is better to record the time at the end of the day and choose that what you worked on from one place. Exactly for that is this recorder, where you can easily find and record time to your tasks as well jobs or some internal overheads (administration, selfpromotion, education time..).

See the guide and watch the video please…
Output/Practical part: Open time recoreder and choose one of your tasks and drag and drop it into the one of the days. Fill in the duration of time track. Also choose the one of the jobs from the list and do the same to another day. As well as use Internal overheads to track your time what is not client job related.

Either you or your supervisor might be interested in the list of your timetrack recorded last week, last month or time tracks of all time. It is good to know where you can find them to browse in your records.

See the guide and watch the video please…
Output/Practical part: Open My time track, use the filters to display just data from the last week, also you can choose random client in the filters to see what exactly you did in that period for the specific client