Use cases
Project management for a small agency: tasks, hours and estimates in one place
An agency rarely fails for lack of a task board. It fails to see it coming because nobody watches the hours a project is consuming until it is over.
With five to twenty people and several clients at once, the problem is never “where do we put the tasks”. The problem is that the board, the estimate and the hours actually worked live in three different places.
This is how a small agency usually organises it in Syncro, from the first project to the weekly review that warns you before the estimated hours run out.
One project per client, not one board for everything
A project carries the client, the team and the budget. Keeping one project per client — or per engagement, when a client has several — is what makes the reports readable later: hours per client is a filter, not an archaeology exercise.
Inside each project the structure is deliberately boring: columns you already understand, tasks with an owner and an estimate, and a backlog for everything that is not committed yet.
- Invite only the people who work on that client and keep the rest out of the project.
- Roles OWNER, ADMIN and MEMBER cover the usual split between partners, coordinators and the rest of the team.
- Move ready work from the backlog to the board instead of creating tasks in three different places.
The fifteen-minute weekly review
Once a week, for each active project: dedicated hours against estimated hours, and who has hours logged late. That is the whole meeting.
The output is not a status report. It is a decision per project: continue, reduce scope, or agree on more hours before the estimate runs out.
Reports the client will actually read
At the end of the month the client does not want your board. They want hours by person, by task and by period, in a document they can open without training.
Filter by client and date range, read the breakdown, then export to CSV or print the summary. The same data you used to decide is the data you send.
Frequently asked questions
- Can we manage several clients in the same workspace?
- Yes. Each client is a project with its own team and permissions, and the reports can be filtered by client, so one person can work on three accounts without seeing a fourth.
- Does Syncro issue invoices?
- No. Syncro tracks estimated and dedicated hours and exports them; invoicing stays in your accounting tool.
- What if a client needs to see progress?
- The hours report can be filtered by period and printed, which is usually what a client asks for. Sharing the live board itself is a decision about your process, not a feature.