All features

Campaigns & Projects

Phased work with live progress your client can watch.

Campaigns are how work actually gets delivered in SYNQ. Each one carries phases, milestones, a task library tuned to your industry, assigned owners, and a completion percentage that updates itself.

The same tracker renders in your dashboard and in the client portal, so nobody has to ask for a status update again.

Phase timelines

Break work into phases with dates and owners; progress rolls up automatically.

Industry task libraries

Prebuilt checklists for 22 verticals — from filings to change orders to press pushes.

One shared tracker

Firm view and client view read from the same source of truth.

What's included

  • Milestone tracking with automatic completion percentage
  • Status filters: active, planning, delayed, closed
  • Team assignment per task
  • Client-visible phase updates

Questions

Can clients comment on a campaign?
Yes — the portal thread is attached to the campaign, so questions land in context.

Explore more of SYNQ

Put Campaigns & Projects to work in your firm.

Private beta is open by application. Every plan starts with a 14-day trial once we open the doors publicly.