"Here comes Planning Board, here comes Planning Board, right down Planning Board lane" ... Merry Christmas, Synergy community! It's been a year. We'll leave it at that. This release has a few cheeky pressies for under the tree before we wave goodbye to 2020. The biggest present (the one from Santa) is the much-requested, much-awaited release of Timesheet Approvals. Keep track of what your staff worked on, approve their work or send it back for review, and ensure complete confidence when you invoice. There's another round of merry changes to Kanban, performance improvements, upgrades on the planning board/revenue forecasting screen, and some fancy new reports.
Read more of what's in Santa's sack below, and happy holidays!
NEW
Timesheet Approvals
Get to know our newest feature, Timesheet approvals. Read more.
Report on outstanding unapproved work using the new 'Missing Timesheets' reports
UPDATED
Planning Board
All views now show the project number
Search by project number
Hover over lengthy stage names to see them in full
Revenue Forecast
Update a stages fee in the revenue forecast
Edit stage start and end dates in the right panel. Read more.
Kanban Board
Filter down the Kanban board to show to-do's assigned at a project/stage/task level. Read more
Once filtered to the task level, use the left panel to create another to-do
Report on 'reviewed' status of to-do's
Teams
Report on teams in the to-do report. Read more
Use the excel import to add your staff into teams