{"id":8161,"date":"2019-03-11T09:03:21","date_gmt":"2019-03-11T09:03:21","guid":{"rendered":"http:\/\/www.teamogy.com\/?p=8161"},"modified":"2025-09-10T17:17:59","modified_gmt":"2025-09-10T17:17:59","slug":"statuses","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/en\/manual\/statuses\/","title":{"rendered":"Statuses"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;3.22&#8243;][et_pb_row custom_padding=&#8221;27px|0px|27px|8px|false|false&#8221; module_class=&#8221; et_pb_row_fullwidth&#8221; _builder_version=&#8221;3.25&#8243; width=&#8221;89%&#8221; width_tablet=&#8221;80%&#8221; width_last_edited=&#8221;on|desktop&#8221; max_width=&#8221;89%&#8221; max_width_tablet=&#8221;80%&#8221; max_width_last_edited=&#8221;on|desktop&#8221; make_fullwidth=&#8221;on&#8221; column_structure=&#8221;3_4,1_4&#8243;][et_pb_column type=&#8221;3_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;3.26.5&#8243; custom_margin=&#8221;|40px|40px|||&#8221; locked=&#8221;off&#8221;]<\/p>\n<h3>Statuses<\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;3.26.5&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221;]<\/p>\n<p style=\"text-align: justify;\">Any type of record, Documents, Jobs, Tasks, Invoices\u2026, in Teamogy can have its own set of <strong>statuses, which help you to easily see the actual record progress<\/strong>. Statuses can be assigned manually or they are driven by an automatic approval procedure (depending on the agency settings).<\/p>\n<p style=\"text-align: justify;\">This guide will show you how you can manually change the status and how you can use status for sorting and searching.<\/p>\n<p style=\"text-align: justify;\"><strong>Adding a status<span style=\"font-size: 16px;\">\u00a0<\/span><\/strong><\/p>\n<p style=\"text-align: justify;\">To add \/ modify status is very simple &#8211; just choose required status from predefined list. <strong>Check the GIF below<\/strong>.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/SetStatus1.gif&#8221; show_in_lightbox=&#8221;on&#8221; align_tablet=&#8221;center&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;3.23&#8243; box_shadow_style=&#8221;preset2&#8243; custom_margin=&#8221;-1px|40px|-34px|||&#8221;][\/et_pb_image][et_pb_image show_in_lightbox=&#8221;on&#8221; align_tablet=&#8221;center&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;3.23&#8243; box_shadow_style=&#8221;preset2&#8243; min_height=&#8221;36px&#8221; custom_margin=&#8221;||40px|||&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;3.26.5&#8243; min_height=&#8221;86px&#8221; custom_padding=&#8221;0px|||||&#8221; custom_margin=&#8221;-3px|40px|40px|||&#8221; text_font=&#8221;|300|||||||&#8221;]<\/p>\n<p style=\"text-align: justify;\"><strong>Searching \/ sorting by status<\/strong><\/p>\n<p style=\"text-align: justify;\">You may need to find a document \/list of documents, which are in a certain status. Simply open the module (Documents, Jobs, Invoices,) and use the top Breadcrumb filters to view only the records of a required status. <strong>Check the GIF below<\/strong>.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/SearchByStatus1.gif&#8221; show_in_lightbox=&#8221;on&#8221; align_tablet=&#8221;center&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;3.23&#8243; box_shadow_style=&#8221;preset2&#8243; custom_margin=&#8221;|40px|40px|||&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;3.26.5&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;-14px|40px||||&#8221; custom_padding=&#8221;12px|0px||||&#8221; text_font_last_edited=&#8221;off|desktop&#8221; global_module=&#8221;14686&#8243; saved_tabs=&#8221;all&#8221;]<\/p>\n<p><span style=\"color: #f26522;\"><b>Get in Touch<\/b><\/span><\/p>\n<p><span style=\"color: #000000;\">If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on\u00a0<span style=\"text-decoration: underline; color: #0c71c3;\"><a href=\"https:\/\/www.teamogy.com\" style=\"color: #0c71c3; text-decoration: underline;\">www.Teamogy.com<\/a><\/span> in the lower right corner) and you will get prompt reply.<\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_sidebar area=&#8221;et_pb_widget_area_1&#8243; _builder_version=&#8221;3.19.18&#8243; header_font=&#8221;||||||||&#8221; header_font_size=&#8221;30px&#8221; body_font=&#8221;||||||||&#8221; body_font_size=&#8221;14px&#8221; body_line_height=&#8221;1.6em&#8221;][\/et_pb_sidebar][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Statuses Any type of record, Documents, Jobs, Tasks, Invoices\u2026, in Teamogy can have its own set of statuses, which help you to easily see the actual record progress. Statuses can be assigned manually or they are driven by an automatic approval procedure (depending on the agency settings). This guide will show you how you can [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[291],"tags":[],"class_list":["post-8161","post","type-post","status-publish","format-standard","hentry","category-manual"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/posts\/8161","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/comments?post=8161"}],"version-history":[{"count":1,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/posts\/8161\/revisions"}],"predecessor-version":[{"id":987518416,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/posts\/8161\/revisions\/987518416"}],"wp:attachment":[{"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/media?parent=8161"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/categories?post=8161"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/tags?post=8161"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}