V4 Client: Collaboration

1.1. Task Types Each 12d Synergy job can contain tasks to describe work that must be completed. These can be used to create Workflows or To Do items. Each task has a variety of different settings, most of which are optional. Some of these include...

Teams is where you can define all the stakeholders in a job and define their roles. This highlights which staff have a role for a particular Job – basically, a role address book. It is often best to assign items like tasks to a team role instead of ...

Forums are a great way for users to communicate with one another with regard to a specific job. A job can contain one or more Forums, each of which is broken down in terms of user defined categories. You can create multiple Forums. However, if you c...

Notes are available at the job, individual task, folder and individual file levels. Notes are like Post-it notes and they will stay with the item even if it moves. Example of a note.

Notifications are sent out as emails. The templates for the email notifications can be edited by an Administrator. 1.1. Setting Notifications for self An example of how to set a notification: Select