Projects represent planned endeavors executed over time to achieve specific objectives. Right after contracts, the Project feature becomes available. To create a new project, simply follow these steps:
- Click on "New Project."
- Name the project.
- Select customers involved.
- Define billing types.
- Set project statuses and more.
Team members, timelines, tags, and comprehensive descriptions contribute to a holistic project profile. Synergy offers customizable customer visibility settings to ensure optimal project management.