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TASK & WORKFLOW MANAGEMENT

Manage all your tasks in one place

Organise your business workflows, projects, retainers, and clients easily and smoothly.

Build boards for workflows and projects

Create and customise boards for everything from new business activities and project tasks to client onboarding and team training. 

  • Use ready-made templates or customise columns for different types of work

  • Add tasks and customise types of activity, such as work requests, calls, emails or follow-ups, so that you can filter and block time on similar activities

  • Assign tasks to a team or individual team member and send them instant notifications and reminders to keep things on track. Team members can timesheet against the activity, so you can track time spent

  • Add details, start and due dates, priority, colour-coding, checklists, attachments, comments and follow-ups so everyone has the right information to complete the job

  • Create online document templates for briefs, contracts or letters. Plus, you can mail merge contact and job data, export as branded PDFs and share with your clients

  • Turn an activity into a live job with a click of a button, as soon as a task becomes chargeable

  • See tasks at a company, client, project, team or individual level 

We can add the brief, details, and comments, allowing them to view in Synergist what they are assigned each day. We’ve tailored it for our needs, which is really useful functionality.

Image of Justina Jackūnė
Justina Jackūnė Operations Lead at The Think Tank
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Keep everyone in the loop

Every team member can see the status of tasks, what’s in progress, what's been actioned and what's still to be done.

  • View all activities across your agency for an early indication of potential issues or overloaded teams. You can filter boards by client, job, phase, or team level, so you can see what's to be done and any potential bottlenecks

  • Drag and drop cards from one stage to the next for a clear overview of your projects

  • Add comments, files, mentions and gifs to a card. Team members can add updates and mark activities as complete. Synergist will email the project manager and any 'watchers', and store a full activity history

  • Store emails against an activity. Simply tag emails with the activity number to automatically file emails and attachments to the right place