Your Team
Split your people to teams and specify the activities which should be done by these people in Teamogy
General activities for people
You should split your people in agency to teams and specify actions which should be completed by them in Teamogy to let everyone know what are his own responsibilities.
Specify responsibilities for users in Teamogy
Users should know their responsibilities in Teamogy. It is very important for user to know what they should do and what are their duties for clear processes in agency.
Teamogy best practises
Common split of activities between users is generally almost the same in all the agencies. By our very long cooperation with agencies the split is usually like in our structure.
Contacts – Clients and Supplier contacts creation and certification
Purchase invoices – Entering all purchase invoices to Teamogy
Sales invoices – Approving sales invoices before sending to client
Internal overheads – Creation and management of internal overheads
Reporting – Financial supervising and consulting the results with management
Jobs – Job opening, Job management, Job closing
Documents – Quotation creation and negotiation with clients, Raising the Purchase orders for 3rd party suppliers
Tasks – Opening tasks (briefs), Communication about the tasks with Tasks responsible
Purchase invoices – Approving of purchase invoices for 3rd party costs
Time reporting – Reporting time daily
Tasks – Checking of daily queue of tasks prepared by client service, Communication with client service about the task realisation in comments, Completing the tasks
Time reporting – Reporting time daily
Teamogy consultant
Use Teamogy Consultant to help you with specification of duties for people in your agency.