Synergy product update — August 2020 — To-dos

August 24th, 2020

Our August 2020 release is all about helping you manage your to-dos — track the smaller day-to-day activities that are so vital to the completion of a project but are often overlooked or forgotten. We’ve also introduced a new method for reassigning WIP and made an update to resource planning.

NEW — To-dos (in the Schedule)

You can now find your to-do list in the Schedule:

Find out more about Synergy to-dos

Sign up for the webinar on Synergy to-dos 

Read the blog on to-dos by Synergy’s product manager, Paul Hemmings

NEW — Post-billing

Introducing post-billing — an alternative to writing off WIP. Post-billing enables you to allocate to an invoice without changing the invoice value — just the transactions amount.

UPDATE — Resource planning

This update allows you to see all unassigned roles in the resource planning page. It’s just another improvement designed to make planning your resources easier.

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

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