SynQ TEAM Archives • SynQ

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Creating tasks from SynQ UP

Creating SynQ TEAM tasks in SynQ UP is super easy, and allows you to stay in UP while you are still helping forward your project along. A few use cases for this are:

  • Turning support feedback from the community into actionable tasks
  • Chatting with your team and coming up with new ideas
  • Having a spark of genius mid-chat that you want to capitalize immediately

For this to work, you need to either create a SynQ TEAM account (link) or be a part of a SynQ TEAM.

Once you are a part of a SynQ TEAM that is linked to your SynQ UP community, you can begin creating TEAM tasks within UP. To create a TEAM task, hover over the message you’d like to document and click the 3 grey dots next to community member’s name.

Once you click on the 3 grey dots you will see a drop down menu appear. Click on the bottom button, labeled “Create TEAM Task”.

You will now see a pop up menu appear. You need to select the correct TEAM, the correct TEAM project, the correct project lane, and a comment if needed. Then click “create”

After you create the team task, you can go to your TEAM project and now see the task in the correct lane with any comments!

Manage Team Members

Team member management in SynQ TEAM is about as straight forward as you can get, you either have management level permissions, or you don’t.

Roles

SynQ TEAM members can see Projects, switch projects, create tasks, assign tasks, comment and add attachments, view notifications, add task watchers, and rename/delete/complete a task at any time.

SynQ TEAM managers can Create Projects, create backlog items, add new team members, and manage billing options, as well do all the other tasks a TEAM member can.

Creating a Manager

Simply click the star icon ( ) next to a user list item to convert them into a TEAM manager, and toggle it to remove the permission. The TEAM creator can not be removed from the TEAM manager role.

SynQ TEAM an Introduction

Getting around the SynQ TEAM interface’s core features is pretty straight forward. Nothing you see on the screen, other than the SynQ TEAM logo, is there for decoration. Here’s a breakdown of what the application has to offer and a brief overview of what’s where:

Highlights

  1. RAG Status: Project status indicator, for project managers to set a project’s Red/Amber/Green status manually. This allows members of the team to see the current status of the overall project.
  2. “Has Comment”: When the comment icon ( ) is present in a task’s footer bar it has a comment (or comments).
  3. “Has Attachment”: When a task has a paper clip icon ( ) in the footer bar, it has a file (or files) attached to the task.
  4. Toggle Theme: TEAM comes packed with a light and a dark theme (pictured). Toggle between them by clicking the sun ( ) or moon ( ) icons, respectively.
  5. Toggle/Filter Tasks: All team members can focus on only what is directly assigned to them with the “ My Tasks” option in the top right of the dashboard, or switch back to “ View All” to see what everyone else is working on – at any time.
  6. SynQ Switcher: Included is a shortcut to create new tasks, view all the TEAMS you are a member of, jump over to the SynQ UP community browser, or view your UP communities.

Clickable Items

Nearly every instance of text or icons on SynQ TEAM is a clickable item on the interface. We spared no expense on fluffy decorations, they’re just a distraction anyway.

1. Backlog

The Backlog is a place for “managers” or starred TEAM members to store upcoming tasks that will be used in future development cycles. Things that still require planning or that are on the “back burner” until they can be moved into the TEAM lanes.

In the backlog, you provide a Title, optional Description, and can even add attachments. All these details transfer seamlessly between the Backlog and the first TEAM lane by clicking the arrow icon ( ) to the right of the Backlog item.

Backlog enabled users can also set the priority of tasks from 1 to 6, drag and drop ( ) to organize the Backlog items, and Export them into a CSV file for editing, emailing, or otherwise working with the Backlog items in a way that you can re-import in batch via the “Import from file” Backlog feature.

2. Overview

The overview is a global “notes” section of each project. Overviews are specific to the respective project, and can contain a steady stream of notes, document links, or reference points for a project that the entire team can access.

Overview is meant to provide team members a quick-access interface for project descriptions, reference material, and general project-wide findings that may affect the project over time. Overview notes can be added by anyone on a TEAM, and removed at any time.

3. Archive

Once a task is marked “Complete” is can be placed into the Task Archive, this Archive is a running history of previously Completed Tasks that can be reviewed and revived at any time from the Archive pane, accessible in the top left of the Dashboard area of SynQ TEAM.

4. Reporting

SynQ TEAM tracks active “Story Points”, open tasks, number of completed tasks, backlog items, archived tasks, and the total number of tasks per project lane.

5. git

TEAM managers can pair a github or bitbucket git repository to the SynQ TEAM dashboard to provide a notification and running history of project check-in and comment activity over time. This view is used to help team members reference project progress in various branches of a project to keep them “in the know” at all times, without hopping back and forth between various interfaces to stay on top of what needs to get done.

6. (Notifications)

Every time a task is assigned, commented on, updated, or a user mention occurs in a task, the TEAM notification system will create an alert for the team member the actions are targeted toward. Notification items can be cleared or clicked on to open the respective task, for quick access to new actions taken in a task that pertains to their wheelhouse.

7. TEAM Navbar ( )

The TEAM Navbar is host to the Project List of active (and archived) projects, the Members directory, and a minimized drawer that holds the user’s settings, TEAM’s billing options, the ability to Logout of TEAM (and SynQ Suite), as well as a quick link to the Support Articles for SynQ TEAM.

Navbar is also the location of the “ Create New Project” button for starting an additional SynQ TEAM project.

8. “Quick Peak” Tasks ( )

    • Quickly assign a task
    • View the number of comments
    • View the number of attachments
    • View the due date
    • Mark the task complete
    • Open the expanded task-pane for the task
    • Minimize the Quick Peak

Getting Started with TEAM

SynQ TEAM and SynQ UP go hand-in-hand, so in order to create a TEAM, you must have an UP community. If you currently own a SynQ UP community, you won’t have to create a new community unless you want your SynQ TEAM to not be associated to your existing SynQ UP community:

Create from Existing Community

Simply Select the Community Name from the “Your Communities” list:

  1. Determine the number of members you need in your SynQ TEAM
  2. Provide billing information
  3. Invite TEAM members
  4. Done

Create from New Community

If you want to start completely fresh, you’ll need to first create an UP community, then complete the steps provided above. To learn about creating a new SynQ UP community, click here.

Creating Your First Project

Creating a Project is pretty simple, you’ll need a start date, end date, project name and what columns (or lanes) you desire to have in your project. To learn about creating a SynQ TEAM project, click here.

Get Started with TEAM

Creating a Project

SynQ TEAM is a lightweight, yet robust project management application in the SynQ Suite. Every member can create as many projects they need, at any time, and organize the project lanes in any way they need to fit their project’s demands.

Create Default Project

Clicking on the hamburger ( ) icon in the top right of the TEAM dashboard will open the Project Switcher/Member Directory sidebar:

  1. Click “Create Project”
  2. Set the Start Date
  3. Set the End Date
  4. Input a Project Name
  5. Click “Create”

Start date, end date, and project name can all be updated later on, if they need to be changed.

Create Project with Custom Lanes

If you have a project that requires fewer or more lanes and/or new lane labels:

  1. Follow the steps above for Creating a Default Project
  2. Before you click create, click the ( ) to remove a lane
  3. or select “ Add Column” to add a new Kanban lane to the dashboard
  4. At any time, you can select, delete, and rename the lane label
  5. Name the Template
  6. Click “Create” to save and display the Project