[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=\u00bb26px|0px|27px|0px|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=\u00bb4.7.7″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px||||\u00bb]<\/p>\n
Release date: 2019-03-25<\/span><\/p>\n <\/p>\n [\/et_pb_text][et_pb_text _builder_version=\u00bb3.27.4″ custom_margin=\u00bb||1px\u00bb]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=\u00bb4.7.7″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px||||\u00bb]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=\u00bb3.27.4″ custom_margin=\u00bb||1px\u00bb]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px||||\u00bb hover_enabled=\u00bb0″ sticky_enabled=\u00bb0″]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=\u00bb3.27.4″ custom_margin=\u00bb||1px\u00bb]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=\u00bb4.7.7″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px||||\u00bb]<\/p>\n [\/et_pb_text][et_pb_divider _builder_version=\u00bb3.19.18″ custom_margin=\u00bb|37px||||\u00bb][\/et_pb_divider][et_pb_text _builder_version=\u00bb3.27.4″ custom_margin=\u00bb||1px\u00bb]<\/p>\n <\/p>\n [\/et_pb_text][et_pb_text _builder_version=\u00bb4.7.7″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|1px|||\u00bb]<\/p>\n 1. User’s managers access rights policy<\/strong><\/p>\n All managers of the user now can access all documents, jobs and other records created by the user.<\/p>\n [\/et_pb_text][et_pb_text _builder_version=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb50px|40px||||\u00bb]<\/p>\n 2. Possibility to clone \/ copy existing documents<\/strong><\/p>\n Any document in the system can be cloned. Using this feature, document will be cloned including the header and content. [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/RN_DocumentClone2.png\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb3.23″ custom_margin=\u00bb30px|40px||||\u00bb box_shadow_style=\u00bbpreset2″][\/et_pb_image][et_pb_text _builder_version=\u00bb4.7.7″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb50px|39px||||\u00bb]<\/p>\n 3. Creating Quotation or Purchase order directly from Job<\/strong><\/p>\n Quotation or Purchase order can be now created directly from the Job. Client name and job details are automatically filled in such created document.<\/p>\n [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/RN_JobDocuments.png\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb3.23″ custom_margin=\u00bb30px|40px||||\u00bb box_shadow_style=\u00bbpreset2″][\/et_pb_image][et_pb_text _builder_version=\u00bb4.7.7″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb50px|40px||||\u00bb]<\/p>\n 4. Reporting a time from the job<\/strong><\/p>\n New time record can be created from the Job. All job details are predefined in such time record so time reporting really takes few moments now.<\/p>\n Just use New time record<\/strong> button.<\/p>\n [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/RN_TSfromJob.png\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb3.23″ custom_margin=\u00bb30px|40px||||\u00bb box_shadow_style=\u00bbpreset2″][\/et_pb_image][et_pb_text _builder_version=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb50px|40px||||\u00bb hover_enabled=\u00bb0″ sticky_enabled=\u00bb0″]<\/p>\n 5. Categorization row on the sales invoice<\/strong><\/p>\n Categorized (collapsed) row on sales invoice automatically fills \u00ab1 pcs\u00bb into number of units and equals unit price to total price. [\/et_pb_text][et_pb_text _builder_version=\u00bb4.7.7″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px||||\u00bb]<\/p>\n Table with all items:<\/p>\n [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/RN_DetailedTable.png\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb3.23″ custom_margin=\u00bb30px|40px||||\u00bb box_shadow_style=\u00bbpreset2″][\/et_pb_image][et_pb_text _builder_version=\u00bb4.7.7″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px||||\u00bb]<\/p>\n Table without details:<\/p>\n [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/RN_SummaryTable.png\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.7.7″ custom_margin=\u00bb30px|40px||||\u00bb box_shadow_style=\u00bbpreset2″][\/et_pb_image][et_pb_text _builder_version=\u00bb4.9.4″ custom_margin=\u00bb70px||1px\u00bb]<\/p>\n [\/et_pb_text][et_pb_text _builder_version=\u00bb4.7.7″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px||||\u00bb]<\/p>\n Task management & capacity planning allows to create tasks, add their description, required allocation and deadline. Tasks are assigned to responsible people. Visual overview of the entire agency is available. Time can be easily reported on tasks.<\/p>\n [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/RN_TasksOverview4.png\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb3.23″ custom_margin=\u00bb30px|40px||||\u00bb box_shadow_style=\u00bbpreset2″][\/et_pb_image][et_pb_text _builder_version=\u00bb4.7.7″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|27px||||\u00bb]<\/p>\n Task can be created from My tasks \/ All tasks view or directly from the Job – button New task.<\/strong><\/p>\n Just fill in task subject, required start and end date, assign task to owner<\/strong> (responsible person), choose a reported (the person who should be notified about task status) and allocation<\/strong> (how much time is allocated for this task). And Save the task.<\/p>\n [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/RN_TaskDetails.png\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb3.23″ custom_margin=\u00bb30px|40px||||\u00bb box_shadow_style=\u00bbpreset2″]<\/p>\n Task can be created from the My Tasks \/ All tasks view or directly from a Job – button New task.<\/p>\n Just fill in\u00a0<\/p>\n <\/p>\n [\/et_pb_image][et_pb_text _builder_version=\u00bb4.7.7″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px||||\u00bb]<\/p>\n You can see such created tasks in the view My tasks (all tasks assigned to you) or All tasks – you can use different filters to find what you need.<\/p>\n There is also a visual overview of all tasks – Task planner.\u00a0<\/strong>You can see all tasks assign to you \/ team or the entire agency in visual overview. It’s also possible to change task start date and end date just by drag & drop<\/strong>.<\/p>\n [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/RN_TaskPlanner.png\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb3.23″ custom_margin=\u00bb30px|40px||||\u00bb box_shadow_style=\u00bbpreset2″]<\/p>\n You can see such created tasks in the view My tasks (all tasks assigned to you) or All tasks – you can use different filters to find what you need.\u00a0<\/p>\n There is also a visual overview of all tasks – Task planner<\/strong>. Here you can view all tasks in visual overview, see the daily workload of the person \/ team or entire agency. Also, you can change the task start date and deadline just by drag & drop.<\/p>\n <\/p>\n [\/et_pb_image][et_pb_text _builder_version=\u00bb4.7.7″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px||||\u00bb]<\/p>\n The allocation of every day can be also changed by drag and drop – just move yellow boxes into required dates<\/strong>. All together or separately, 1 box equals 15 minutes of allocation so you have a freedom how to spread it into working schedule of any employee.<\/p>\n Timesheet can be created directly from visual view. Just click on the task and use New time record button<\/strong>. Such reported time will be allocated through task to proper job.<\/p>\n [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/RN_TimefromTask.png\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb3.23″ custom_margin=\u00bb30px|40px||||\u00bb box_shadow_style=\u00bbpreset2″]<\/p>\n You can see such created tasks in the view My tasks (all tasks assigned to you) or All tasks – you can use different filters to find what you need.\u00a0<\/p>\n There is also a visual overview of all tasks – Task planner<\/strong>. Here you can view all tasks in visual overview, see the daily workload of the person \/ team or entire agency. Also, you can change the task start date and deadline just by drag & drop.<\/p>\n <\/p>\n [\/et_pb_image][\/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_5″ _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":" What’s new in Teamogy 2.0 Release date: 2019-03-25 New major functionality Task management & capacity planning Improvements User’s managers access rights policy – all managers of user can now access records created by the user Possibility to clone \/ copy existing documents Creating Quotation or Purchase order directly from Job Reporting a time from the […]<\/p>\n","protected":false},"author":2,"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":[292],"tags":[],"class_list":["post-9680","post","type-post","status-publish","format-standard","hentry","category-relase-notes"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/posts\/9680","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\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/comments?post=9680"}],"version-history":[{"count":1,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/posts\/9680\/revisions"}],"predecessor-version":[{"id":987518666,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/posts\/9680\/revisions\/987518666"}],"wp:attachment":[{"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/media?parent=9680"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/categories?post=9680"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/tags?post=9680"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}New major functionality<\/h5>\n
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Improvements<\/h5>\n
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Bug fixes<\/h5>\n
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Improvement details<\/h5>\n
Document author and creation date will be automatically adjusted. If approval process exists for the cloned document, it starts processing from the beginning.<\/p>\n
It enables you to send out invoice with just few categorized rows without showing all items and details<\/p>\nNew major functionality<\/h5>\n
<\/h5>\n
<\/h5>\n
Task management & Capacity planning\u00a0<\/strong><\/h5>\n