Manage all your agency's tasks easily

With Synergist integrated task management software, you can manage multiple workflows from new business activities, project tasks and retainers to staff onboarding and training.

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
Kanban board

Manage projects more profitability

Read our 6 essential steps to managing multiple projects more profitably

Read article

Project communications

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

"One big win for us was the ability to manage complex set-ups. The phases, stages and tasks, mean you can make a really long job."

Andrea Allen, Operations director, Rooster Punk

Read full case study

See Synergist in action

Whatever your agency looks like – 10 to 500 people, design to digital – Synergist can be shaped to the way you work.

Synergist consultants, Agency Works, will be in touch to arrange your bespoke demo. Their experience working with hundreds of agencies means they can help you work out if Synergist is right for you.

All-in-one agency management software

From new business, costing, project and resource management, through to billing and reporting, Synergist brings together everything you need to manage your agency's projects, people, clients and financials.