Business
Phases, milestones, industry task libraries, owners and dates. Progress rolls up automatically.
Customer
Sees what has been completed and what happens next.
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 across every SYNQ industry workspace — 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.