{"id":8987,"date":"2019-03-15T11:12:09","date_gmt":"2019-03-15T11:12:09","guid":{"rendered":"http:\/\/www.teamogy.com\/?p=8987"},"modified":"2025-09-10T17:17:55","modified_gmt":"2025-09-10T17:17:55","slug":"create-a-job","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/es\/manual\/create-a-job\/","title":{"rendered":"Create A Job"},"content":{"rendered":"

[et_pb_section fb_built=\u00bb1″ _builder_version=\u00bb3.22″][et_pb_row column_structure=\u00bb3_4,1_4″ module_class=\u00bb et_pb_row_fullwidth\u00bb _builder_version=\u00bb3.25″ width=\u00bb89%\u00bb width_tablet=\u00bb80%\u00bb width_phone=\u00bb\u00bb width_last_edited=\u00bbon|desktop\u00bb max_width=\u00bb89%\u00bb max_width_tablet=\u00bb80%\u00bb max_width_phone=\u00bb\u00bb max_width_last_edited=\u00bbon|desktop\u00bb custom_padding=\u00bb27px|0px|25px|0|false|false\u00bb make_fullwidth=\u00bbon\u00bb][et_pb_column type=\u00bb3_4″ _builder_version=\u00bb3.25″ custom_padding=\u00bb|||\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_text _builder_version=\u00bb3.27.4″ custom_margin=\u00bb|40px|30px|||\u00bb]<\/p>\n

Create A Job<\/h3>\n

[\/et_pb_text][et_pb_text _builder_version=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb custom_padding=\u00bb2px|||||\u00bb hover_enabled=\u00bb0″ sticky_enabled=\u00bb0″]<\/p>\n

1.<\/span>\u00a0In the left navigation menu, unroll<\/strong> Jobs <\/strong>section.<\/p>\n

2. Click on<\/strong> the Job schedule (Gantt)<\/strong>,\u00a0Job statuses (Kanban)\u00a0<\/b>view or\u00a0Job list\u00a0<\/b>view.<\/p>\n

3. Click on<\/strong> the\u00a0New Job<\/strong>\u00a0button.<\/p>\n

[\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/create-a-job-1.png\u00bb alt=\u00bbcreate-a-job\u00bb title_text=\u00bbcreate-a-job\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.9.4″ custom_margin=\u00bb|40px|40px|||\u00bb hover_enabled=\u00bb0″ box_shadow_style=\u00bbpreset2″ sticky_enabled=\u00bb0″][\/et_pb_image][et_pb_text _builder_version=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb hover_enabled=\u00bb0″ sticky_enabled=\u00bb0″]<\/p>\n

4.\u00a0<\/span>Complete all of the details. Mandatory fields are red underlined (can be different from the agency\u2019s settings)<\/strong>.<\/p>\n\n\n\n\n\n\n\n\n\n\n
Subject<\/b><\/td>\nsimply, it is the name of the Job. Choose the name which best describes the Job. The Job name can also be further visible on related documents, tasks, or time records.<\/td>\n<\/tr>\n
Deadline<\/strong><\/td>\nit is the date when the job should be delivered to the client. Also, the final invoice is usually issued to the client at this moment.<\/td>\n<\/tr>\n
Tags<\/strong><\/td>\nsee here<\/span><\/span> how tags can be helpful.<\/td>\n<\/tr>\n
Client \/ Brand<\/strong><\/td>\nselect client and brand (if it\u2019s defined for the client). If you cannot find a client, check to see if it\u2019s created in Companies. If you still have a problem, contact your system administrator or Teamogy support directly.<\/td>\n<\/tr>\n
Status<\/strong><\/td>\nstatus shows the progress of the Job. By default, there are 5 basic statuses: WAITING, OPEN, READY, CLOSED, and CANCELED. Statuses can be changed manually or by workflow procedures (in advanced settings). If you would like to add more statuses, contact your system administrator or Teamogy support directly.<\/td>\n<\/tr>\n
Closing remarks<\/strong><\/td>\nyou can add remarks that will be shown in Report.<\/span><\/td>\n<\/tr>\n
Order number<\/strong><\/td>\nthis field will copy the number into the Sales Invoice, Sales Proforma Invoice or Sales Prepayment Invoice automatically, if you create it from the Job. Note: Order number is switched off in DEFAULT<\/em><\/td>\n<\/tr>\n
Notes<\/strong><\/td>\ndocument all the important milestones, comments, and reminders that you want to keep visible during work on a job.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

[\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Sni\u0301mek-obrazovky-2021-06-03-v-10.55.57.png\u00bb alt=\u00bbjob-items\u00bb title_text=\u00bbjob-items\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.9.4″ custom_margin=\u00bb|40px|40px|||\u00bb hover_enabled=\u00bb0″ box_shadow_style=\u00bbpreset2″ sticky_enabled=\u00bb0″][\/et_pb_image][et_pb_text _builder_version=\u00bb3.27.4″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb custom_padding=\u00bb|0px||||\u00bb]<\/p>\n

\u00a05. After filling in details press <\/span>SAVE<\/strong> button.<\/span><\/p>\n

[\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Sni\u0301mek-obrazovky-2021-06-03-v-10.56.26.png\u00bb alt=\u00bbjob-items-1″ title_text=\u00bbjob-items\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.9.4″ custom_margin=\u00bb|40px|40px|||\u00bb hover_enabled=\u00bb0″ box_shadow_style=\u00bbpreset2″ sticky_enabled=\u00bb0″][\/et_pb_image][et_pb_text _builder_version=\u00bb3.27.4″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb]<\/p>\n

6.\u00a0 Perfect, your first\u00a0Job<\/span>\u00a0has been created.<\/p>\n

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Get in Touch<\/b><\/span><\/p>\n

If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on\u00a0www.Teamogy.com<\/a><\/span> in the lower right corner) and you will get prompt reply.<\/span><\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=\u00bb1_4″ _builder_version=\u00bb3.25″ custom_padding=\u00bb|||\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_sidebar area=\u00bbet_pb_widget_area_1″ _builder_version=\u00bb3.19.18″ header_font=\u00bb||||||||\u00bb header_font_size=\u00bb30px\u00bb body_font=\u00bb||||||||\u00bb body_font_size=\u00bb14px\u00bb body_line_height=\u00bb1.6em\u00bb][\/et_pb_sidebar][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

Create A Job1.\u00a0In the left navigation menu, unroll Jobs section. 2. Click on the Job schedule (Gantt),\u00a0Job statuses (Kanban)\u00a0view or\u00a0Job list\u00a0view. 3. Click on the\u00a0New Job\u00a0button.4.\u00a0Complete all of the details. Mandatory fields are red underlined (can be different from the agency\u2019s settings). Subject simply, it is the name of the Job. Choose the name which […]<\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[291],"tags":[],"class_list":["post-8987","post","type-post","status-publish","format-standard","hentry","category-manual"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/posts\/8987","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/comments?post=8987"}],"version-history":[{"count":1,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/posts\/8987\/revisions"}],"predecessor-version":[{"id":987518405,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/posts\/8987\/revisions\/987518405"}],"wp:attachment":[{"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/media?parent=8987"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/categories?post=8987"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/tags?post=8987"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}