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  1. Synergy Support
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  3. The planning board

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  • Rates explained
  • Entering timesheets
  • Using timers
  • Staff expenses
  • Create staff
  • Synergy release - 23 January 2021
  • Synergy release - 17 October 2020
  • Synergy release - September 20 2020
  • Synergy release - 24 August 2020
  • Synergy release - 26 July 2020

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The planning board

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  • Filtering the KanBan board
  • Editing stage date in the revenue forecast
  • How do I search for a staff member in the Kanban board?
  • Viewing the Kanban board by date or by status
  • How do I set up a team?
  • Why is the slider not working in team builder?
  • How do I filter in the Kanban board?
  • How do I access team builder?
  • How do I access the Kanban board?
  • How do I add a to-do from the Kanban board?
  • Why do my unassigned to-dos keep changing?
  • How do I search in the Kanban board? 
  • Where can I see my to-dos that I have been assigned?
  • How do I assign a staff member to a to-do in the Kanban board?
  • How do I add a to-do from the Kanban board?
  • How do I see tasks for review by me?
  • What is the Review/Done toggle?
  • How do I change the progress of a task in the Kanban board?
  • How do I get to the Kanban board?
  • What does the Kanban page show?
  • How do I add a staff member to a role?
  • What is the ‘Current team’?
  • How do I assign a staff member to an unassigned role?
  • Why do I have multiple rows for the same role?
  • How do I drag a resource's bar to adjust the number of hours?
  • How do I adjust the number of hours for a staff member from the sidebar?
  • How do I adjust the number of hours for a staff member in the schedule?
  • How do I add a specific person to the stage?
  • How do I add a role to a stage?
  • The planning board in delivery mode
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