• Introduction
  • Quick Start Guide
  • Features
  • Admin Dashboard
  • Installation
  • Clients
  • Staff
  • Projects
  • Invoices & Payments
  • Messaging
  • System Settings
  • Teameyo - Let's Managed Together

    A goal without a management is just a wish

    Teameyo is the best project management application which ensures smooth internal working of your company.
    You can easily track progress of your projects and can track collaboration between team and clients.

    Created: 01/01/2019
    By: Teameyo
    Email: support@teameyo.com

    Quick Start Guide

    Admin Dashboard Features

    1. In Total Project area you can see a combine status of completed/ in-progress & total project in a one glance.
    2. In total Client area you can track your life-time clients as well as monthly clients status.
    3. You can track monthly projects easily by dates.
    4. All staff members can be seen in total staff section.
    5. All unpaid invoices can be easily trackable.
    6. You can easily track your monthly revenue status as well as last month revenue can also be seen with same functions.
    7. In accounting section you can track your life-time earnings & Receivable amounts easily.
    8. All in-progress projects can be tracked in Running project area
    9. You can write about your daily tasks & important meetings on sticky notes.
    10. To create a new project ,click on the create project button.

    To learn more about the application please check all parts of this documentation. In this documentation, we'll describe different parts according to the screenshots.

    Features

    Installation

    Once you have downloaded the application, install the application on your server and sign in to your dashboard.

    Server Requirements

    Quick Installation Guide

    Clients

    You can create and manage your customers in clients section.

    List of Client Section Features

    1. Create new client using the Add client button.
    2. Search all the existing ( new/old ) clients by using Search bar.
    3. If you wish to Delete any client then use the checkbox, upon clicking the delete button will get active & you can easily delete the client from the system. Incase you change your mind clients can be retrieved from trash area.
    4. Delete button activated once the checkbox is filled.
    5. You can find all deleted projects in trash area, here you can retrieve the deleted projects or permanently delete the projects as well.
    6. To see the profile information of the client, click on the view profile button.

    Staff

    Using this application you can manage your staff members easily.

    List of Staff Section Features

    1. To add new staff use the add staff button.
    2. Search all the existing ( new/old ) clients by using Search bar.
    3. If you wish to Delete any staff then use the checkbox, upon clicking the delete button will get active & you can easily delete the client from the system. Incase you change your mind staff can be retrieved from trash area.
    4. Delete button activated once the checkbox is filled.
    5. You can find all deleted projects in trash area, here you can retrieve the deleted projects as well.
    6. To see the profile information of the staff, click on the view profile button.
    7. Click Chat button to start conversation with staff member.

    Projects

    You can create and manage your projects here.

    List of Project Section Features

    1. To create a new project, click on the create project button
    2. Every single project has it complete specific title.
    3. You can track the assign staff members on each project.
    4. You can add or view milestones in this area.
    5. Under Action button you can perform different functions which are discussion panel – edit project details – Delete project – Mark as completed & can move the projects to archive.
    6. You can find all archived projects in archived section.
    7. With the bulk delete option you can delete more than 10 project with one click.
    8. Find all deleted projects in trash area.

    Invoice

    You can manage your invoices here

    1. To add new milestone, click on the add new milestone button.
    2. All milestone invoice has it own specific title.
    3. You can easily track the milestone deadline dates.
    4. You can track the paid & unpaid status of invoices.
    5. To view the details of invoices, click on the view invoice button. You can download pdf invoice or can get printable invoice as well.
    6. You can edit the amount – due date or create new milestone by clicking edit milestone button. Incase the client made payment outside the system you can manually change the status of invoice to paid.

    Realtime Chat Messaging

    1. You can have an instant chat with any team member by clicking on their profile on left panel.
    2. You can write message – insert emoji – attach file or image – in direct message bar.
    3. Have a quick call with clients or team members via skype call button.
    4. Any new message will be pop-up on the profiles of staff members.
    5. You can check the recent chats in this area.
    6. For having instant chat choose any member from staff area.

    Settings

    The application has various types of settings to make suitable according to your work. Here are some basic introductions about the settings.

    List of System Settings Features

    Payment Settings

    Email Templates

    Thankyou

    Thanks again for purchasing our application, We are working on adding new features
    so you can get a more latest version. If you have any query send us email at
    support@teameyo.com

    Best wishes
    Teameyo

    http://codecanyon.net/user/teameyo