Edition: Professional, Business, Enterprise
User-level: All User Levels
Previous steps: Setting Up a Synergy Organisation
At Synergy, we know that time is of the essence so we have created this quick guide to help you navigate the platform, so you can get back to doing what you love and having #moretimefordesign.
Using Synergy in 9.5 Minutes
It's always easier to use the platform when you've seen it, so here's a 9.5 minute video to introduce you to Navigating Synergy:
The first time you log into your Synergy organisation, you will be directed to the Synergy Dashboard. The Synergy Dashboard is designed to show you, at a glance, how your organisation is performing, and will provide you with quick access points to your most frequently visited pages.
There are three basic elements that you will need to learn about your Synergy Dashboard - the Navigation Tools, the Dashboard Panels, and the Synergy Support Widget.
Navigation Tools in Synergy
Menus and Toolbars
Synergy uses a number of menus and toolbars to help you navigate the platform. These menus and toolbars are available for all devices (PC, tablet, and mobile), and are context sensitive, to show you the sections available within the area you have open in Synergy.
Return back to the dashboard from any page by clicking the Synergy logo in the top left hand corner of your page.
Click the Organisation menu at the top left of your screen (which displays the Organisation name) to see an interactive menu, enabling you easily access a number of Synergy features.
Click on the name of the sub section (project/contact) that you have open to find the other related pages. Find the pages or tabs that exist within the open feature.
At the top of your page, you will see a dynamic Stats bar, which allows you to see statistics relevant to your Synergy access level and the feature that you have open. Click on a stat on this bar to open the relevant feature.
This toolbar in the top left corner of Synergy can be seen from all pages and can be access by all user levels. This toolbar can be used to:
Check your Notifications
Start a Timer
Enter your Timesheets
Update your User Profile
In Synergy, on most pages where you can view a list, you can use the List Views feature to choose which columns are shown in the list. When the List Views are available for the page, you will be able to select your preferred options in the top left corner. Click on the word 'default' to see the other List View options and click on the option to apply it.
The List Views are defined by the Synergy team, and the columns available vary between each function or feature. Read more about the columns available in the help topic for that feature.
Searching, Filtering, and Sorting Options
In Synergy, you will find that searching is a breeze, as you can search and filter from anywhere on the app. Find what you are looking for by searching for a keyword using the 'search everything' function, or use search and filtering options available in each of the list views within a specific function.
Search in any list view by clicking on the search button and typing a keyword into the search box. Then click 'enter' to run the search. The list of results is updated to show projects that match the keyword. To return to seeing all items in the list click the clear button in the search bar.
Different filter options are available in each list view. Apply the filters by selecting an option from the drop down list, and clicking the 'search' button to apply the filter. Filters can be used in the list alongside your keyword search, to help refine the results that are shown.
Sort on one column at a time in any list or tab view. Click on a column heading to sort the data within that column in ascending order. Click the column heading again to sort in descending order. Click on the column heading a third time to remove the sorting.
In Synergy, the main homepage is called the Dashboard. On this Dashboard, you will see a number of panels, each of which will show you a snapshot of a specific feature, and will allow you to access specific actions within each feature. To find out more about the details or actions available in each panel, please click on the name of the panel in the list below:
Please note: Not all panels will be available to every user level, so be sure to click into each link to see which panels may be available to you.
Synergy Support Widget
Our aim is to empower you with a support experience that provides maximum help with minimal time investment on your part. From our Total Synergy Community, to our Help Centre, and ever-evolving chat bot, you are only a couple of clicks away from getting the help you’re looking for.
To access any of our Support resources, all you need to do is log into Synergy and click 'Help' at the bottom of any page in Synergy, or from your profile menu.
Total Synergy Help Centre
Help articles at your finger tips, our fully loaded Help Centre is available to you 24/7 – just type in your question into our AI chat bot, and it will take you to the right answer
Start a Conversation
If your question is not answered by our Help articles, you can always click “send us a message” to chat to one of our Support experts. They will usually reply to you in under an hour and are the best people to reach out to for all of your technical questions.
Our customer success teams are based in Australia, New Zealand, and the United Kingdom providing, in total, about 16 hours of coverage. They operate during the following times:
Mon-Fri 8:30 am – 5:30 pm (AEST)
Mon-Fri 8:30 am – 5:30 pm (BST)
Total Synergy Community
Connect with Synergy users and the greater Total Synergy team to explore, learn, share ideas. In the Synergy Community, you can ask any of your industry-specific contextual questions and connect with other likeminded Synergy users to best utilise the platform. Our Product and Development teams are also on our Community regularly to learn more about what matters to you.
Where to next?
What other features does this relate to?