Synergy product update — 27 March 2018 — To-dos

In this release we’ve introduced to-dos (new) and updates to notes, financials import, notifications and the getting started guide.

New — To-dos

Create a to-do to follow-up on note tasks. Set a to-do due date and assign the to-do to a staff member.

To-dos are additions to the notes function. It does pretty much what it says — on a note, you write something ‘to do’ and assign it to someone with a due date.

You can create to-dos to follow up on note tasks, create multiple to-dos for the same note to build a checklist of items to be completed, set due dates for each to-do, and assign the staff member to action the to-do. You can also notify other staff (like the manager) that a to-do has been created or has progressed.

There’s more to-do with to-dos — Synergy users can find out more in the help files.

Updated — Notes

A note is made up of four parts: note details, to-dos (NEW), comments, and links (NEW).

You can now use notes to record details about projects, stages, tasks, invoices (debtor note), contacts, and staff. The tabbed design makes it easy to read each section. Note links let you view which other items the note relates to.

Notes also come with reading and editing restrictions depending on the author and whether it’s linked.

Updated — Import financials

Synergy lets you import previous project data from Excel. What’s new in this update is importing your project structure with the phases (new) and stages, and import the fees, costs-to-date, and invoiced-to-date values for each stage.

You can now also select a ‘balance forward date’ to control the date given to the created transactions and invoices on import.

These extra stage details can be imported: cost centre, discipline, and rate group.

Updated — Notifications and notification emails

This is a great new enhancement to keep you informed and let you control how much information Synergy sends you. Notifications are sent for notes and to-dos. Notification emails are sent for each new notification or as a daily summary.

There are two types of emailed notifications:

  • Immediate — you get an email as soon as something happens you need to know about.
  • Daily — an email with a daily summary of the items you have not yet actioned.

Find out more on our SynergyTips blog

Updated — Getting started guide

We’ve created two clear paths for the getting started guide:

  • Try out the sample organisation — a testing environment to try out Synergy features without worrying about the data you enter.
  • Set up your organisation — all the steps we suggest to follow when starting out with Synergy.

More To Explore

Total Synergy Logo
Why Total Synergy?

Simplify Product Delivery

Free Your Team to Focus On What They Do Best: Delivering Great Projects

Reduce Project Risk

Reduce Project Risk with Real-Time Financial Insights.

Win the Right Projects

Win Projects That Drive Profit and Avoid the Ones That Don’t.

Receive 24/7 Support

Expert A&E-Focused Support Whenever You Need It.
Solutions

Produce Budgets & Quotes

Make budgeting and quoting easier, more accurate, and less stressful.

Manage Projects

Stay organized, on time, and on budget with tools that drive project profitability and efficiency.

Track Time

Track time effortlessly, stay on budget, and improve billing accuracy at every project phase.

Allocate Resources

Easily see who’s working on what, their availability, and how to best balance workloads.

Process Invoices

Get invoices out faster, reduce delays, and keep cash flowing with clear project finances.

Track Finances

Make budgeting and quoting easier, more accurate, and less stressful.

Decide with Data

Make smarter decisions with real-time dashboards and reports.

Forecast Revenue

Gain crystal-clear visibility into your future revenue, project profitability, and resource needs.

Apply Document Control

Centralize your project information for seamless collaboration, better control, and fewer headaches.

Use Cases

By Practice

Architecture

Deliver Your Best Designs with Project Management Built for Architects

Engineering

Manage Engineering Projects with Precision and Clarity

By Role

Business Owner

Run a Smarter Practice with Less Stress

Finance Leader

Take Charge of Your Firm’s Financial Future with Confidence

Project Manager

Lead Projects Without the Stress

Operations

Simplify Your Operations for Unmatched Efficiency

Resources

Blog

Customer Stories

Webinars & Events

Guides

Videos

Integrations

Customer Support

About

About Us

Careers

Partners

Contact Us

Log In

Book a demo