[et_pb_section fb_built=”1″ _builder_version=”3.22″][et_pb_row custom_padding=”27px|0px|27px|8px|false|false” module_class=” et_pb_row_fullwidth” _builder_version=”3.25″ width=”89%” width_tablet=”80%” width_last_edited=”on|desktop” max_width=”89%” max_width_tablet=”80%” max_width_last_edited=”on|desktop” make_fullwidth=”on” column_structure=”3_4,1_4″][et_pb_column type=”3_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”3.26.5″ custom_margin=”|40px|40px|||” locked=”off”]<\/p>\n
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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<\/strong>. Statuses can be assigned manually or they are driven by an automatic approval procedure (depending on the agency settings).<\/p>\n This guide will show you how you can manually change the status and how you can use status for sorting and searching.<\/p>\n Adding a status\u00a0<\/span><\/strong><\/p>\n To add \/ modify status is very simple – just choose required status from predefined list. Check the GIF below<\/strong>.<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/www.teamogy.com\/wp-content\/uploads\/SetStatus1.gif” show_in_lightbox=”on” align_tablet=”center” align_last_edited=”on|desktop” _builder_version=”3.23″ box_shadow_style=”preset2″ custom_margin=”-1px|40px|-34px|||”][\/et_pb_image][et_pb_image show_in_lightbox=”on” align_tablet=”center” align_last_edited=”on|desktop” _builder_version=”3.23″ box_shadow_style=”preset2″ min_height=”36px” custom_margin=”||40px|||”][\/et_pb_image][et_pb_text _builder_version=”3.26.5″ min_height=”86px” custom_padding=”0px|||||” custom_margin=”-3px|40px|40px|||” text_font=”|300|||||||”]<\/p>\n Searching \/ sorting by status<\/strong><\/p>\n 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. Check the GIF below<\/strong>.<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/www.teamogy.com\/wp-content\/uploads\/SearchByStatus1.gif” show_in_lightbox=”on” align_tablet=”center” align_last_edited=”on|desktop” _builder_version=”3.23″ box_shadow_style=”preset2″ custom_margin=”|40px|40px|||”][\/et_pb_image][et_pb_text _builder_version=”3.26.5″ text_font=”|300|||||||” custom_margin=”-14px|40px||||” custom_padding=”12px|0px||||” text_font_last_edited=”off|desktop” global_module=”14686″ saved_tabs=”all”]<\/p>\n Get in Touch<\/b><\/span><\/p>\n