Manage all your agency's tasks easily

Build boards for workflows and projects

Organise all your workflows, projects and tasks in one central place. See tasks at a company, client, project, team or individual level.

• Visualise workflows using Kanban boards or lists. Use ready-made templates or customise columns for different types of work. For example new business, onboarding, client management, jobs or retainers
• Add tasks and customise types of activity, such as tasks, work requisitions, 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. Send 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 team members have the info they need to complete the job
• Create online document templates to capture the correct info, such as brief templates, contracts or letters. Plus, you can mail merge contact and job data, export as branded PDFs and share with clients
• Turn an activity into a live job with a click of a button, if a task becomes chargeable

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 to be done.

• View all activities across your agency for an early indication of potential issues or overloaded teams. Boards can be filtered to a client, job, phase, or team level, so managers can see at-a-glance what's to be done and any potential bottlenecks
• Drag and drop cards from one stage to the next for a clear view of what still needs to be done, what's in progress, what's completed and any stalled tasks
• 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
• Integrate Microsoft 365 to store emails against an activity. Simply tag emails with the activity number to automatically file emails and attachments to the right place