[et_pb_section fb_built=\u00bb1″ _builder_version=\u00bb3.22″][et_pb_row custom_padding=\u00bb27px|0px|27px|8px|false|false\u00bb module_class=\u00bb et_pb_row_fullwidth\u00bb _builder_version=\u00bb3.25″ width=\u00bb89%\u00bb width_tablet=\u00bb80%\u00bb width_last_edited=\u00bbon|desktop\u00bb max_width=\u00bb89%\u00bb max_width_tablet=\u00bb80%\u00bb max_width_last_edited=\u00bbon|desktop\u00bb make_fullwidth=\u00bbon\u00bb column_structure=\u00bb3_4,1_4″][et_pb_column type=\u00bb3_4″ _builder_version=\u00bb3.25″ custom_padding=\u00bb|||\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_text _builder_version=\u00bb3.26.5″ custom_margin=\u00bb|40px|40px|||\u00bb locked=\u00bboff\u00bb]<\/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=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/SetStatus1.gif\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb3.23″ box_shadow_style=\u00bbpreset2″ custom_margin=\u00bb-1px|40px|-34px|||\u00bb][\/et_pb_image][et_pb_image show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb3.23″ box_shadow_style=\u00bbpreset2″ min_height=\u00bb36px\u00bb custom_margin=\u00bb||40px|||\u00bb][\/et_pb_image][et_pb_text _builder_version=\u00bb3.26.5″ min_height=\u00bb86px\u00bb custom_padding=\u00bb0px|||||\u00bb custom_margin=\u00bb-3px|40px|40px|||\u00bb text_font=\u00bb|300|||||||\u00bb]<\/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=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/SearchByStatus1.gif\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb3.23″ box_shadow_style=\u00bbpreset2″ custom_margin=\u00bb|40px|40px|||\u00bb][\/et_pb_image][et_pb_text _builder_version=\u00bb3.26.5″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb-14px|40px||||\u00bb custom_padding=\u00bb12px|0px||||\u00bb text_font_last_edited=\u00bboff|desktop\u00bb global_module=\u00bb14686″ saved_tabs=\u00bball\u00bb]<\/p>\n