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Sydnee Client Portals
This Week in Sydnee - March 20th
March 20, 2026
New
Improved
Fixed

The request system got a major update this week, plus a few important crash fixes. Here's what shipped:

📋 Request System

  • Conditional fields — requests can now show or hide fields based on previous answers

  • Encrypted text input — a new field type for sensitive data. Responses are encrypted at rest using AES-256-GCM and only authorized team members can reveal the original value

  • Timeline view — see all client responses in order in one place

  • Live Updates — toggle it on to watch your client's answers roll in near real time

  • AI-powered request creation — create new requests or request templates using AI

  • Design and usability improvements across the board

🐛 Bug Fixes

  • Fixed a task template bug that was causing client crashes

  • Fixed a crash when adding and removing team members

  • Improved error reporting in task description areas to help us track down some rare long-standing bugs

Linked feedback
Conditional fields for request forms
Feature Requests
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This Week at Sydnee - March 13th, 2026
March 13, 2026
New
Improved
Fixed

A lighter week on features but some meaningful improvements to reliability and security. Here's what shipped:

🔐 Account Security

  • You can now change your password while logged in

  • The forgot password recovery flow has been updated with improved security and reliability

📱 PWA & Mobile

  • The live chat text box on client portals now shows reliably in more scenarios on installed PWA

🔗 Bug Fixes

  • Links in task descriptions are now more reliable

Coming up next week: Requests are getting conditional logic plus a ton of small improvements to the request module - that one's going to be a big update.

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This Week at Sydnee - March 6th, 2026
March 1, 2026
New
Improved
Fixed

Big one this week. The Service module got a full redesign, tasks got faster with a new filter system and priority settings, and a handful of other improvements across the board. Here's what shipped:

🎫 Service Showcase

  • Fresh new design across the module and dashboard widget

  • New "Create Ticket" button next to each active service so clients can submit requests directly — disable it company-wide or per account

  • Assign team members to each service so requests always land with the right person, with a default you can override per account

  • Creating a new category is easier now — just give us a list of services and we'll set everything up so all you have to do is edit

Tasks

  • Big performance improvements across all task views

  • New comprehensive filter system so finding what you need is a lot faster

  • Tasks created from the Service module now show a tag and appear in a dedicated Service Tasks section

  • New Priority field — set it on any task and filter by it to stay on top of what matters most

  • This release lays the groundwork for tags, time tracking, and more coming soon

🔒 Private Requests

  • Files attached to private requests now store in the file module with the folder hidden from clients automatically

  • Changing a request to private will also update folder permissions retroactively

🐛 Bug Fixes & Polish

  • Fixed a bug where public link downloads were being counted multiple times when shared via iMessage, Slack, Teams, etc. — download counts now reflect real numbers

  • Lots of other bug fixes across the board

Linked feedback
Service Requests for Active Services
Feature Requests
Private Request File Uploads → Hidden Folder in File Module
Feature Requests
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This Week at Sydnee - Feb 27th, 2026
February 27, 2026
New
Improved
Fixed

Here's what shipped this week:

📋 Task Section Visibility You can now control who sees which sections in the task module. Restrict sections to specific team members or portal users — great for keeping client-facing boards clean while your internal team works behind the scenes.

🤖 AI Task Template Improvements The AI task list generator got a significant upgrade. No need to wait 70+ seconds to see the template. Generation now streams in real-time so you can watch your template build out, animations are smoother, and if something goes wrong the previous template is restored automatically so you never lose your work. We also updated the example drop down with more relevant use cases.

🐛 Bug Fixes & Polish Drag-and-drop handling is more reliable across task lists, folder creation in the file module now validates input properly, and several crash fixes went in to improve overall stability. We also continued improving our internal error tracking so we can find and fix issues faster.

Linked feedback
Task Section Visibility & Access Control
Feature Requests
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This Week at Sydnee - Feb 20th, 2026
February 20, 2026
New
Improved
Fixed

Lots happening under the hood this week — here's what shipped:

📱 PWA & Mobile Improvements If a client adds your portal to their home screen on iOS or Android, you should notice better layout consistency across all screens — login, account selection, and the main app. We also fixed icon and favicon handling so your home screen icon looks crisp and edge-to-edge on all devices. PWA support still has more work ahead, but it's in a much better place than it's ever been.

🔗 Social Sharing Portals now have Open Graph meta tags, so links shared on Slack, iMessage, and elsewhere will show a branded preview. You can see exactly what it looks like in your Logo & Company Settings page under "Link Preview."

🔔 Default Guest Task Notifications These notifications now include in app notifications for your users. Also, when they go to edit their own preferences they will accurately see what the setup and when they change their settings it will be clear they are on custom notifications now

🛠️ Under the Hood Better error handling so we can track down and fix bugs faster, improved cron job reliability, and a type safety audit across the task module to set us up for bigger development ahead.

Linked feedback
Enhanced PWA support for client portals (Ongoing)
Feature Requests
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Hello, Changelog
February 19, 2026

We've been building Sydnee for a while now, and one thing we've never been great at is showing our work. Features ship, bugs get fixed, things get better - but unless you happened to notice, or the change was big enough to add to our log or email newsletter - you'd never know.

That changes now. This is our new changelog - a place where we'll post regular updates on what's shipped, what's improved, and what's changed.

Thanks for being along for the ride. There's a lot more coming!

- Connor

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