Synergist's Kanban boards let you create customisable workflows for everything from new business activities and project tasks to client onboarding and team training. Tasks can be assigned to individuals or teams, with details, deadlines, checklists, and documents all attached to each card.
Every team member can see what's in progress, what's been completed, and what's still to do across your agency. Add watchers to any card so the right people are alerted when tasks are updated, completed, or need attention.
The Think Tank, a 40+ person B2B marketing agency, uses Synergist's Kanban boards to manage creative and content workflows across their team.
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.
Standalone task tools like Trello or Asana are great at tracking cards across columns. But they don't know anything about your project budgets, time estimates, or who's actually available to do the work. Tasks live in one system, time tracking in another, and scheduling in a third.
In Synergist, every task sits inside a job with an estimate, a budget, and a resource schedule. When someone logs time against a task, the project budget updates. When a task becomes chargeable, you can turn it into a live job with one click. That connection between tasks, time, and money is what standalone tools can't give you.
Want a deeper look? Watch our product tour to see how agencies manage projects with Synergist.
Synergist's task management doubles as your project communication hub. Meeting notes, decisions, feedback, emails, and file attachments are all stored against the job, so there's a complete history of what's been discussed, agreed, and delivered without relying on anyone's inbox.
Yes. Synergist lets you create different boards with custom columns for different workflows. You can set up separate boards for new business activities, project delivery, client onboarding, team training, or any other process your agency runs.
Yes. Team members can log time directly against individual tasks and activities. That time feeds into project budgets and utilisation reports automatically, so you don't need a separate time tracking tool.
Yes. Synergist sends instant notifications when tasks are assigned, and automatic email alerts when activities are completed or comments are added. Project managers and watchers are kept informed without having to check the board manually.
Yes. If a task or activity becomes chargeable, you can convert it into a live job with one click. This means you can track new business or internal activities on a Kanban board and seamlessly move them into your project workflow when they're ready to bill.
Have more questions? Drop us an email enquires@synergist.co.uk
