Projects

Connect project plans, people, files and financial detail to the customer record, from the first milestone through to completion.

Active Syncaida projects with descriptions, status and date ranges
Inside SyncaidaProjects / Syncaida

Features

01

Plan the delivery

Manage tasks, milestones, project members and progress.

02

Capture the evidence

Keep files and project photographs alongside the work.

03

Understand the cost

Connect time, costs, invoicing and supporting workboards.

How it connects

An accepted proposal becomes a project. Tasks, photographs, time and invoices build one delivery history.

See the whole platform
Related capabilities
Projects
Tasks and workboardsWhiteboardsWiki and knowledgeIllustration of related capabilities. Your enabled workflows and access are agreed during setup.

Questions

What can I do with Projects?

Connect project plans, people, files and financial detail to the customer record, from the first milestone through to completion. Manage tasks, milestones, project members and progress. Keep files and project photographs alongside the work. Connect time, costs, invoicing and supporting workboards.

How does projects connect to the rest of Syncaida?

An accepted proposal becomes a project. Tasks, photographs, time and invoices build one delivery history.

How do we get started?

We scope the projects workflow around your business, agree the enabled modules and permissions, and plan configuration, any data migration and onboarding. Your agreement and pricing define the capabilities included.

Book a demo

Tell us what you need to manage. We’ll show you the relevant parts of Syncaida.