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BOSS*

Run your standup with the team’s actual tasks in view.

Move between teammates, review their open work and open task details as you talk. Keep the meeting focused on the decisions and follow-ups that matter.

Explore BOSS* plans and pricing

A closer look at Team Sync

Illustrative records
BOSS*One connected workspace
Aqtos
OFFICEWORKPEOPLEMONEYTECH
WORK / Team Sync

Team Sync

Example workspace
Leo Rainer3 openElena Voss2 openRiley Torres4 open
All clientsAll prioritiesOpen tasks
Team Sync
TaskClientPriorityStatus
Get client approvalPlanet ExpressHighTo do
Prepare the handoverMomCorpNormalIn progress
Review launch checklistPlanet ExpressHighIn review
Selected teammateLeo
Open tasks shown3
High priority2
Aqtos
OFFICEWORKPEOPLEMONEYTECH
WORK / Team Sync

Team Sync

Example workspace
Team SyncDetails

Get client approval

Leo’s work · Planet Express

Status
To do
Priority
High
Due
Wednesday
✓ Send the latest draft✓ Collect feedbackRecord the approval

Open the task during the meeting to discuss the details, add a comment or agree a subtask.

Move between teammates, review their open work and open task details as you talk.Interactive illustration of BOSS*

Team Sync in your working day

Spend the meeting on the work that needs a conversation.

Bring the team to one shared view. Switch the person you are reviewing, narrow the tasks by client, priority or status, and keep the details close.

01

Move through the team’s work

See open tasks by teammate without a round of screen sharing.

02

Focus the conversation

Use client, priority and status filters to find the work you need to discuss.

03

Record the next step there and then

Open task details during the meeting and keep comments, attachments and subtasks with the work.

Your AI agents, connected to BOSS*

Prepare for the standup and follow through afterwards.

Ask a supported agent to explain what needs attention, compare the available records or help with the next step. Access and supported actions follow your connection and permissions.

Try a conversation
BOSS*

Useful records, brought into the same question.

Access follows your role and permissions.
ClaudeBOSS* connected
Team Sync / Example conversation
You ask: Which of Leo’s tasks should we discuss first in Team Sync? Consider priority and the upcoming client deadline.
Start with final client approval.
Prepare the standup
TaskReason to discuss
Get client approvalHigh priority and due Wednesday
Review launch checklistHigh priority and in review
Prepare the handoverConfirm progress and next step

Keep routine status updates brief and spend the conversation on unresolved decisions.

Illustrative answer from the records shown.
ClaudeBOSS* connected
Team Sync / Example conversation
You ask: We agreed that Leo will send the draft today and Riley will check tracking. Draft the follow-ups.
There are two agreed follow-ups.
Summarize the meeting
OwnerNext action
LeoSend the latest draft today
RileyCheck conversion tracking

Review these notes and attach them to the relevant tasks.

Illustrative answer from the records shown.
ClaudeBOSS* connected
Team Sync / Example conversation
You ask: Summarize the statuses of these three tasks without treating task count as capacity.
There is one task at each of these stages.
Review the workload
StatusTasks shown
To do1
In progress1
In review1

Ask about effort and dependencies before deciding to reassign work.

Illustrative answer from the records shown.

Illustrative conversations. Available records, actions and response formats depend on your AI client, connection and permissions.

See how it fits your team

Bring your real workflow to a demo.

We’ll walk through the details with you, from the first record to the next action.

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“Aqtos has revolutionized the way we operate as a growing startup by consolidating our CRM, finances, task planning, project management, and HR into one central platform.”

Momir PolenakovikjOperations Manager, Synapse Aviation

A few useful details

Questions about Team Sync

Explore the guides
What is Team Sync?

Team Sync is a shared task view for team meetings. It helps you review each person’s open work and open the details as the conversation happens.

Can we narrow the tasks we review?

Yes. You can filter by client, priority or status to focus the meeting.

Is it a separate standup chat bot?

Team Sync works with tasks in BOSS*. It brings the existing work into the meeting rather than requiring a separate set of status reports.

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your working day.

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  • Projects, people and finances together
  • Up to 100 users on Pro
  • Works with connected AI tools