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Duration: <\/b>2 x 2 hrs<\/p>\n
Participants: <\/b>client service team – account\/project managers, account executives, account directors, project leaders and other members participating on the work with client.<\/p>\n
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Big picture – job flow<\/strong><\/p>\n Present the job flow to the participants to understand Teamogy as a whole.\u00a0 [\/et_pb_text][et_pb_text _builder_version=\u00bb3.26.5″]<\/p>\n First login to system<\/strong><\/p>\n Guide people how they can login to system. Explain 2 factor authentification and what to do in case they forget their password.<\/p>\n Use following guides: [\/et_pb_text][et_pb_text _builder_version=\u00bb3.26.5″]<\/p>\n System layout<\/strong><\/p>\n Show people how to adjust Teamogy – upload picture, change theme, adjust font size. It’s important that people feel comfortable and familiar with the system.\u00a0<\/p>\n Use following guides: [\/et_pb_text][et_pb_text _builder_version=\u00bb3.26.5″]<\/p>\n Basic system navigation<\/strong><\/p>\n Explain briefly main parts of the system in let sidebar (Dashboard, In Process, Documents, …) so people get familiar with the scope of Teamogy.<\/p>\n [\/et_pb_text][et_pb_text _builder_version=\u00bb3.26.5″ header_font=\u00bb|300|||||||\u00bb header_3_font=\u00bb|300|||||||\u00bb]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=\u00bb3.26.5″]<\/p>\n Open a job<\/strong><\/p>\n Opening a job is the first action a user should know. The jobr is the centerpiece of all Teamogy operations and will be daily bread for Client service people. Profitability of each job is the key to the profitability of the whole company.<\/p>\n Use following guides for job management operations: [\/et_pb_text][et_pb_text _builder_version=\u00bb3.26.5″]<\/p>\n Create a meeting report and other documents<\/strong><\/p>\n It is important to teach users to create company documents directly in Teamogy – meeting reports, creative brief, etc. All documents are in one place and there is order in the company.<\/p>\n Use following guides to teach document creation: [\/et_pb_text][et_pb_text _builder_version=\u00bb3.26.5″]<\/p>\n
Everyone needs to understand that Teamogy serves the whole company and everybody has an important role in it.<\/p>\n
https:\/\/www.teamogy.com\/en\/manual\/first-login\/<\/a>\u00a0<\/span><\/p>\n
https:\/\/www.teamogy.com\/en\/manual\/first-login\/\u00a0<\/a><\/span><\/p>\n2. Plan the job<\/h4>\n
https:\/\/www.teamogy.com\/en\/manual\/about-jobs<\/a><\/span><\/p>\n
https:\/\/www.teamogy.com\/en\/manual\/about-document\/<\/a><\/span><\/p>\n