Managing Tasks

This documentation page explains how to use Managing Tasks in Synerdeck.

Overview

Synerdeck helps agencies, consultants, and service teams deliver a polished onboarding experience with branded client portals, reusable templates, and automated reminders.

Steps

1. Open your workspace dashboard.
2. Navigate to the relevant section for managing tasks.
3. Follow the on-screen prompts to configure settings.
4. Invite a teammate or client to validate the workflow.

// Example: workspace configuration shape
const workspace = {
  name: "Northwind Studio",
  branding: { primaryColor: "#4F46E5" },
  onboardingTemplate: "agency-standard",
};

Best practices

• Keep templates focused on outcomes, not internal jargon.
• Use due dates sparingly so clients know what matters now.
• Review completion analytics monthly.

See also

• Getting Started
• Creating Client Portals
• Security