Platform extension

WorkSync

Finance, Operations
Professional Services, Cross-industry

THE PROBLEM

  • Knowledge workers spend 57% of their time on coordination, not delivery (Microsoft WorkLab, 2023)
  • 43% of workers can't identify who is responsible for what (Asana Anatomy of Work, 2023)
  • Meeting time is invisible to project tools - hours go untracked, unattributed, unbilled
  • Capacity planning runs on gut feel - over-allocation discovered at delivery, not scheduling
  • Finance chases time data manually at period end because scheduling and tracking are never connected

SOLUTION CAPABILITIES

WorkSync connects your calendar and work management platform - bidirectional, field-mapped, conflict-resolved. Calendar events create tasks, assign the right people, and attribute time to the right project automatically. Task updates surface in calendar so every team member sees their work and meeting commitments in one place. Billable hours classified by rule and routed to the billing pipeline - no manual export, no period-end chase. Deploy standalone or with Work-to-Invoice for a full meeting-to-invoice chain.

Bidirectional sync

Task-to-event 1:1 mapping. Reschedule in calendar updates project due date. Project update propagates back. Team member assignments reflected on both sides. No manual reconciliation at either end.

Team assignment and attribution

Calendar events matched to the right task and assigned to the right team member automatically. Role and grade attributed per time entry. Attendee list used to assign and attribute time across multiple team members in one event. Every hour owned, every assignment visible.

Subtask flattening

Subtasks invisible to standard sync flattened to calendar events with parent-task prefix. Work estimates and ownership visible without leaving the task hierarchy. Depth configurable per project.

Field mapping

Drag-and-drop mapper. Custom field routing by type. Value translation between systems applied at sync.

Conflict resolution

Configurable policy per project or field. Full conflict audit log. No last-write-wins — every conflict resolved by policy, not timing.

Meeting time to billable hours

Meeting matched to project task on capture. Duration logged as time entry per attendee. Billable classification applied by rule. Feeds billing pipeline directly — replaces Harvest for meeting time without a separate tool or manual step.

Capacity and workload visibility

Meeting blocks and task assignments surface true availability in the workload view before over-assignment happens. Full picture of who is committed to what — meetings and delivery tasks in one place, in real time.

Sync governance

Proactive sync-health alerts. Per-event audit trail. Billable time classification log. Auditable and cost-predictable at scale.

OUTCOMES

  • Every client meeting logged against the right project, assigned to the right people
  • Team assignments visible across calendar and work management
  • Reschedules propagate to project due dates - teams work from accurate timelines
  • Capacity reflects actual commitments - meeting load and task assignments visible together before over-assignment happens
  • Conflict resolution by policy with full audit trail
  • Manual time export, copy-paste, and spreadsheet rate cards eliminated from the billing workflow
  • Full meeting-to-invoice chain when deployed with Work-to-Invoice

See how it works