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Synergy product update — September 2020 — Preview team builder, Kanban board

September 21st, 2020

In this release, you can preview team builder and the Kanban board. We’ve also made updates to the workflow in the work breakdown, and invoices.

NEW — Preview team builder

You can use team builder to resource your job more effectively by:

NEW — Preview Kanban board

The Kanban board gives you greater visibility into the progress of your to-dos. In this preview mode, you can:

UPDATE — Work breakdown

In planning mode:

In delivery mode:

UPDATE — To-do list

We’ve added a ‘Rejected’ state for work that’s not up to scratch.

UPDATE — Invoices

UPDATE — Invoice templates

UPDATE — Reports

We’ve added a new report called ‘Tasksassigned’. You can use this report to see the progress of tasks assigned to your staff.

UPDATE — Emails

Staff and project contacts can now reply to the person who sent an invite to them.

UPDATE — Configuration

You can keep track of how many calls your business is making to the Synergy API from the configuration page.

Visit the Synergy knowledge base to see the full release notes (Synergy login required).