Synergy product update — 18 November 2019 — Task managementNovember 17th, 2019
This month’s product update is all about task management — you can now add tasks in the project schedule screen of the planning board. We’ve also made enhancements to project templates to help you generate more accurate proposals, more frequently.
New — Task management in the project schedule screen
Are you more of a visual planner? Use the project schedule, a Gantt chart-like view, to adjust your project tasks and milestones in Synergy.
Take advantage of added functionality to add tasks in the project template — so they’re always there when you create a new project using that template — and add tasks in the project schedule planning screen. You can also now add milestones to the project plan setting target dates for significant points in time.
- Create tasks and milestones
- Expand stages to see underlying tasks
- Drag tasks/stages to new dates
- Resize the duration of a stage/task
Take a look at the handy explainer video here.
New — Tasks dates
Schedule your tasks more accurately with start and end dates.
New — Hide completed stages
Are you working on a big project with many stages? For a cleaner view, use the toggle option to hide your completed stages in the schedule.
New — Milestones
We developed milestones, a point in time in the project where a deliverable is due. See all your milestones on a project in the milestone report page.
The milestone report page shows how you are tracking compared to your scheduled milestone completion date.
Update — Excel imports
Take advantage of added functionality:
- The addition of payments allows new Synergy users to import payments in Excel and mark them as paid in Synergy — this is linked to the Excel project financials import.
- New ‘office’ column in projects Excel spreadsheet
- You can add a title (optional) in the staff and contact imports
- New job title column in the contact import
Update — Security matrix
In Synergy Enterprise, you can now limit who has access to the project schedule from the security matrix page.
Update — Add template
We’re all about efficiency here, so you can now add a project template from all the pages in the planning board.
Using Synergy’s elastic planning, the template will scale according to your project start and end dates, and fee, when a template is added to a project.
Update — Tasks reports
You can see all your tasks and milestones in the tasks report. The report also has new columns that show the start date, the due date and the completed date. And a handy new report is ‘list the overdue tasks on all my projects’.
Update — By office folder sync
If you use the folder sync and have multiple offices, you can now choose which office the folders are synced to.
Update — Custom fields
URLs entered in the custom fields are now clickable.