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.
List Of Colleagues
List Of Colleagues1. This is the place, where you can see all your colleagues from the company and their contact details. 2. You can see the information about the colleague and the name of his company. There are also icons that show online status, attendance status or...
My Notes
My NotesThis feature enables you to document any comments, reminders, or other notes. You can input these notes directly from the Dashboard. There are two types of notes - agency and personal. Both of them are private and visible only for you. It is a feature that...
Add New Sticker
Add New Sticker1. Click on the Sticker icon in the top right corner.2. Write any comment to the sticker.3. Perfect! You added sticker.You can also add a sticker in other places in the system: Invoices, Documents, Jobs, Tasks, Internal or Client overheads etc.Important...
Change A Theme
Change A Theme1. Click on your name in User area in the top right corner of the screen.2. Click on User settings.3. Choose the Color theme that you would like to use. 4. Click on OK button.5. Perfect! Your theme has been changed. Check the dark version of Teamogy in...
Upload A Photo
Upload A Photo1. Click on your name in User area in the top right corner of the screen.2. Click on User settings.3. Click on Upload. Choose photo from your device. 4. Click on OK button.5. Perfect! Your personal photo has been changed. If you do not have a photo, that...
Onboarding Manager
Onboarding Manager Best practice for smooth onborading and starting to use Teamogy in company is to carefully choose the right person or team who will onboard the entire team. Your Onboarding manager needs to become the Teamogy expert soon. For sure needed is to know...
Teamogy Expectations
Teamogy Expectations The important is to know what is the goal and expectations form implementing your new system Teamogy. What kind of issues should be solved, what gaps needs to be covered, what other systems will not be used anymore. And what kind of results you...
Your Team
Your Team Split your people to teams and specify the activities which should be done by these people in TeamogyGeneral activities for people You should split your people in agency to teams and specify actions which should be completed by them in Teamogy to let...
Setup your Teamogy
Setup your Teamogy Make general Teamogy setup to be sure that the system will fit your needs. It so simple to startRegional setting It is important to be sure that all regional setting like VAT rates, available currencies, etc.. are corresponding to your region....
About User Training
About User Training Let's involve and invite more people into Teamogy and prepare the training plan for all users in your agency. Do the training based on your plan to be sure that all users can use Teamogy for their daily work soon. How to invite team into...
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.