Capacity Plan - How It WorksFirstly, 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 bead....

New Meeting CategoryYou, 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...

New Document CategoryYou, 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...

New Document TypesThese 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 adding...

Switching among companiesYou 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...

Fast ActionsThere is a powerful button for quick launch of most of the actions used in the system. 1. Click on the plus icon.2. Now choose action you would like use.Get in Touch If you have problem or need further assistance, do not hesitate contact Teamogy Support....

Leaving Page NotificationImagine the situation, you are working on a long text and you did not save it. Now you leave the page by mistake. Oops. You lost your entire work. Lets see how to prevent a such as this. 1. Click on your name in User area in the top right...

Vat   A value-added tax (VAT) is a consumption tax placed on a product or service. We will set up a default VAT rates for you based on your country. VAT rates will be ready for you at the beginning of using Teamogy.  We calculate with case you would like to add...

Sales Invoice Details Each Sales invoice includes the following data and information: Date of Issue The date when the invoice is issued. It’s entered automatically but the date can be adjusted. The date format is based on your regional settings Date of Supply The date...