Resources
Simple explanations for every part of your workspace. No jargon — just what each module does and how to use it.
Start here
Pick a module below. Each guide explains what it does in plain language, with three simple steps and a preview. No account needed to read.
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This is the first screen you see. It shows what needs attention and links to every module.
How to use it
Check the top area for urgent items — unpaid invoices, tasks, or new leads.
Use the module cards to open Leads, Clients, Projects, and the rest.
Come back here anytime by clicking your workspace name or Dashboard in the menu.
resources.modules.dashboard.openHint
Preview
A lead is someone interested in your services but not a client yet. Track them until they say yes.
How to use it
Add a lead with their name and email.
Move cards across columns as you contact them (New → Contacted → Won).
When they are ready, convert the lead into a Client to start real work.
resources.modules.leads.openHint
Preview
Once someone hires you, they live here. Projects, invoices, and files all link back to the client.
How to use it
Open a client to see their contact details and linked work.
Create projects and invoices from the client record.
Keep notes updated so your whole team knows the latest.
resources.modules.clients.openHint
Preview
A project groups all delivery for a client: status, deadline, and related tasks.
How to use it
Create a project and pick which client it belongs to.
Set status (Planning, In progress, Done) so everyone knows where things stand.
Open the project to manage tasks and attach files.
resources.modules.projects.openHint
Preview
Tasks are the small jobs inside a project. Drag cards, assign teammates, and mark them done.
How to use it
Pick a project board from the Tasks module.
Add a task, set priority, and assign someone if needed.
Move cards from To do → Doing → Done as work progresses.
resources.modules.tickets.openHint
Preview
Create bills for clients, send them out, and mark invoices paid when money arrives.
How to use it
Click New invoice and choose the client.
Add line items, totals, and save as draft or send.
Mark as Paid when the client pays you.
resources.modules.invoices.openHint
Preview
Upload briefs, contracts, and deliverables. Attach files to clients, projects, or tasks.
How to use it
Upload a file or drag it into the upload area.
Link it to the right client, project, or task.
Download or share with teammates who have access.
resources.modules.files.openHint
Preview
Add a client website URL and Strasync checks if it stays online. You get alerted if it goes down.
How to use it
Add a monitor with the client site URL.
Green means online, red means something is wrong.
Fix the site or tell the client when a monitor shows down.
resources.modules.monitors.openHint
Preview
Invite coworkers to the workspace and control what each person can see and do.
How to use it
Invite someone by email from the Team module.
Set their role (Admin, Manager, Member) to control permissions.
Remove access when someone leaves the agency.
resources.modules.team.openHint
Preview
Simple numbers about your business: paid invoices, lead conversion, and work activity.
How to use it
Open Reports to see charts and totals.
Use it in meetings to explain how the month went.
Spot trends — more leads, fewer overdue tasks, and so on.
resources.modules.reports.openHint
Preview
Talk to teammates without leaving Strasync. Message one person or the whole team.
How to use it
Open chat from the green button at the bottom-right.
Pick Everyone for team-wide messages or a person for a private chat.
Type and press Enter to send. You hear a soft sound when a new message arrives.
Click the Team chat button in the bottom-right corner of any workspace page.
Preview
Ready to try it yourself? Create a free workspace and open any module from your dashboard.
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