O Pulpicie finansowym
Pulpit finansowy to miejsce, które zapewnia wyraźny obraz całej agencji. Zawiera wykresy z kluczowymi wskaźnikami – ogólną ewolucję przychodów i kosztów agencji, zgodnie z aspektami finansowymi i jobu, różne poglądy na rentowność i wydajność klienta oraz raport VAT.
Wszystkie wykresy mają opcję wyboru zakresu dat, a dodatkowo raporty klientów mają również opcję monitorowania klientów najlepiej i najgorzej ocenianych.
Division and Department activation
Division and Department Activation Some Teamogy functionality needs activation. The Division and Department, belong to this group. So see this simple tutorial on how to activate Division and Department. This guide will show you, how to activate Division, but for the...
Creating of Division and Department
Creation of Division and Department In the first step - Division and Department activation - we showed up how to activate the Divisions. Now the use of Divisions in Teamogy is activated, but now we need to create the specific Divisions that clients will use. 1. In the...
Logo for Division and Department
Logo for Division and DepartmentIn the previous steps - We have activated and created the division. - now divisions and departments still have the general Teamogy settings. You need to set how divisions should be different from the general settings. In this tutorial,...
Adding user into Division and Department
Adding user into Division and Department In the previous steps - We have activated, created the division. Also we set up a few things to the divison. Now we need to set division for particular users. You need to make sure that users belong to their divisions....
Setting up the Specific Print Header for Division and Department
Specific Print Header for Division and Department In the previous steps - We have activated and created the division. - now we have to set special settings directly for the Division. The print header is one of the options offered by the Division. Setting up...
Setting up the Numbering for Division and Department
Setting up the Numbering for Division and Department In the previous steps - We have activated and created the division. - now we have to set special settings directly for the Division. The Numbering is one of the options offered by the Division. Setting up a...
Client Service Training
Client Service Team TrainingDuration: 2 x 2 hrs Participants: client service team - account/project managers, account executives, account directors, project leaders and other members participating on the work with client.Training agenda1. OverviewBig picture - job...
About Subtasks
O dílčích úkolechDílčí úkoly jsou součástí úkolu. Jsou způsob, jak rozdělit jeden úkol mezi více dílčích úkolů pro více lidí zahrnující jejich vlastní časovou alokaci. Z hlavního úkolu budete mít přehled o všech dílčích úkolech a jejich aktuálním stavu. Dílčí úkoly...
New Subtask
Create a Sub-task1. Open the Task for which you want to create a Sub-task. 2. Click on Sub-task. 3. Complete all Mandatory details (can be different, depends on company’s settings). 4. Press SAVE.Below we describe the Sub-tasks and their values in the main Task. PART...
New Absence
New AbsenceThe simplest and fastest way for creating a new Absence is to use the Quick Button. 1. Click on the Quick Button in the top corner of the screen. 2. Choose Absence request. Check the GIF below on how to create an Absence by Quick Button.3. Complete All...
Get in Touch
If you still have any questions or need further assistance, feel free to contact Teamogy support. You can use Online chat (inside the Teamogy or anywhere on www.teamogy.com in bottom right corner) and you will receive a prompt reply.