Resources / Graysync Help Centre

Graysync Help Centre

Getting started

New to Graysync? Set up your account, invite your team and learn the basics so you can start running projects with confidence.

Projects & Tasks

Create projects, plan phases and milestones, assign tasks and keep delivery on track from brief to completion.

Financial management

Set up rates, budgets and quotes, track expenses, and manage invoices and payments for every project.

Resource management

Plan your team’s capacity, allocate people to work and keep workloads balanced across every project.

Dashboards and reporting

Build dashboards and reports that turn live project and financial data into clear, useful insights.

Workflows and automation

Standardise how work moves through your agency and let Gray-cie automate reminders, approvals and routine admin.

Integrations

Connect Graysync with your accounting, email, cloud storage and productivity tools to reduce manual data entry.

Account settings and permissions

Manage your account, users, roles and permissions so everyone has the right level of access.

People & HR

Manage leave requests, payroll, hiring, assessments, feedback, benefits and employee loans for your team in one place.