This week brings the biggest Tasks update we’ve shipped yet.

We’ve introduced multiple task boards, redesigned My Tasks, added an entirely new Calendar experience, and improved how teams communicate progress with clients.

Requests and menus across Sydnee also received a substantial visual refresh, and our new Docs library is ready to help you explore everything that changed.

Multiple Task Boards Per Account Are Here

An account’s work no longer needs to live on one crowded task board.

You can now create separate boards for different streams of client work—such as a website launch, monthly service, or standalone project – while keeping everything inside the same client account.

Each board can have its own sections, views, filters, tags, client access settings, and default layout. Boards can also be reordered, duplicated, archived, restored, or selected as the account’s default board.

Every board can include an Overview where your team can explain its goal, highlight milestones, and post status updates using On Track, At Risk, Off Track, On Hold, Complete, or Dropped.

Updates can include what changed, what comes next, and alerts for selected team members or clients. Overview can also be shared with clients or kept team-only without hiding the rest of the board.

Learn how to create and manage task boards.

A Completely New My Tasks Experience

My Tasks has been redesigned to give you one home for work across Sydnee.

The new layout includes:

• All My Tasks for assigned and private work

• Private Tasks for personal work not connected to a client

• Assigned to me for shared client work you own

• Recently completed for work you just finished

You can switch between Table and Calendar views, filter by account, change sorting, and choose which information appears in your table.

Each area remembers its own setup, and we made significant performance improvements to tab switching, task loading, and larger task lists.

Learn your way around My Tasks and Task Center.

Task Calendars Are Here

Calendar is an entirely new way to plan and review Tasks in Sydnee.

Every task board can now include a Date view with Month, Week, Day, and Agenda layouts. Open a task directly from the calendar or move eligible work to a new date without leaving the view.

My Tasks also includes a Calendar, bringing your scheduled work from across client accounts into one personal view.

Use a board calendar to plan one client project. Use the My Tasks calendar to see everything coming up for you across Sydnee.

Repeating tasks appear on the calendar while keeping their recurrence rules, and mobile users get a focused agenda for reviewing the days ahead.

Learn how to use the new Task Calendar.

More Ways to Organize Work

Tasks now include several additional ways to keep work clear:

• Milestones for approvals, launches, and other important checkpoints

• Dependencies for work that must be completed in a particular order

• Tags for organizing tasks across a board

• More flexible filtering, grouping, sorting, and bulk actions

• Timeline and Files views where available

Clients can see when an available task is blocked without being shown the names of private tasks.

Board, section, and task-level access settings also give your team more control over what each client can see or edit.

Learn about milestones, subtasks, and dependencies.

A Cleaner Requests Experience

Requests received a substantial visual and usability update this week.

We improved the Requests dashboard, request cards, template selection, client-access settings, publishing flow, archived-request navigation, and action menus.

Completed requests now have a clear finished state with a direct path to review the submitted responses, instead of sending you back into an editing workflow that no longer applies.

Learn how to collect client information with Requests.

Cleaner Menus Across Sydnee

We also refreshed dropdown menus, selectors, filters, and action controls throughout Sydnee.

This work touches Tasks, Requests, templates, Board Health, archives, account selectors, sharing controls, and member management.

Menus now have more consistent spacing, icons, positioning, selected states, and mobile behavior. We also improved how nearby menus interact, preventing overlapping dropdowns and making sure opening one control closes the previous one.

They are small changes individually, but together they make Sydnee feel much more predictable.

A New Sydnee Docs Experience

We’ve also launched an entirely new Sydnee Docs library.

The new Docs are organized around real work, with guides for setting up your workspace, managing Tasks, collecting client information, sharing files, using Live Chat, and configuring your portal.

You can browse the complete Sydnee Docs library or start with the guide to manage client work with Tasks.

This release touched nearly every part of Tasks while bringing another round of improvements to Requests and the wider Sydnee experience.

As always, thank you to everyone sending feedback, reporting issues, and helping us shape Sydnee. Many of these improvements came directly from conversations with customers, and we’re excited to see how you use them.

This week’s release focused on helping teams move through Sydnee faster while making custom domain setup significantly easier.

Universal Search Is Here

One of the biggest workflow improvements we’ve shipped is Universal Search.

You can now open search from anywhere in Sydnee using ⌘ + K on Mac, Ctrl + K on Windows, or by clicking the Search button in the bottom-left sidebar.

Instead of remembering where something lives, you can simply search for it.

Universal Search can find:

• Accounts

• Deliverables

• Files & folders

• Requests

• Tasks (including completed tasks)

• Live Chat conversations

• Teammates

• Pages

• Settings

You can search your entire workspace or narrow your search to exactly what you’re working on, including:

• The current account

• The current account’s files

• The current account’s tasks

• The current account’s requests

• Live Chat

If you open search without typing anything, Sydnee immediately surfaces useful shortcuts like your pinned accounts, recent deliverables, recent files, recent requests, recent tasks, and recent conversations so you can jump back into work even faster.

Search results also provide additional context to make similarly named items easier to distinguish. Depending on what you’re viewing, you’ll see information like:

• Associated account

• Folder location

• Task section

• Request status

• Relevant dates

Files display thumbnails when available (or file-type icons), while accounts, folders, requests, conversations, teammates, and tasks all have their own visual treatments to make scanning results much quicker.

When you select a result, Sydnee takes you directly to that item instead of simply opening the module and making you find it yourself.

Keyboard users can navigate the entire experience without touching the mouse using the arrow keys, Enter, and Escape.

As always, search respects your existing permissions. You’ll only see content you already have access to—including folder permissions and restricted task sections.

We also made sure search stays up-to-date by refreshing results every time it’s opened, while intentionally excluding sensitive content like chat messages, comments, and descriptions from indexing.

This is one of those features that’s hard to appreciate until you’ve used it for a day or two—but once you do, it’s difficult to imagine working without it.

Better Custom Domain Setup

We’ve also completely overhauled the custom domain experience.

Owners and admins can now connect and manage branded portal domains directly from Company Settings, whether they’re using a full domain or something like portal.yourcompany.com.

Setting up DNS can be intimidating, so we focused heavily on making the process much clearer.

If your DNS provider requires ownership verification, Sydnee now walks you through the process instead of leaving you at a dead end. The setup screen provides the exact TXT record type, name, and value you need, complete with one-click copy buttons to reduce mistakes.

Once you’ve added the record, simply click Verify TXT Record. If DNS hasn’t propagated yet, Sydnee explains what’s happening and lets you retry whenever you’re ready – without restarting the setup.

After ownership is confirmed, Sydnee validates the remaining DNS configuration and tells you exactly which A or CNAME record should be added to finish routing your portal.

We’ve also added several quality-of-life improvements throughout the experience:

• Better validation before submitting a domain

• Clear guidance not to include https:// or URL paths

• Recommendations for the common portal.yourdomain.com setup while still allowing root domains

• Helpful messaging if a domain is already connected elsewhere

• The ability to cancel an unfinished verification or safely switch back to your Sydnee subdomain at any time

Even the standard Sydnee subdomain setup received improvements, with clearer availability checks and better validation around length and allowed characters.

As always, thank you to everyone sending feedback and feature requests. Many of these improvements came directly from conversations with customers, and we’ve got plenty more in the pipeline.

This week brings one of our biggest dashboard updates yet, a new way to present finished work to clients, and several improvements that make Sydnee faster and more reliable across desktop and mobile.

The New Dashboard Is Now the Default

The goal of the new dashboard is simple: help you understand the health of your business the moment you log in.

Instead of digging through requests, tasks, and files, Sydnee now brings the most important information to you automatically.

Attention Needed

One of the biggest additions is the new Attention Needed widget.

It only appears when something actually needs your attention, including:

• Overdue client requests

• Tasks assigned to you that are overdue

• Client tasks that are overdue

When everything is on track, the widget disappears completely.

Customize Your Dashboard

The dashboard is also fully customizable.

Click Widgets in the top-right corner to:

• Reorder your widgets

• Hide widgets you don’t use

• Enable additional widgets whenever you want

Choose from widgets for upcoming tasks, tasks you’ve assigned, upcoming requests, recently uploaded files, and more. The goal is to make it easy to see what’s happening across your business and what’s coming up next.

Deliverables Are Now Available for Everyone

Deliverables give you a polished way to present completed work to your clients.

You can turn a folder of client-ready files into a clean, view-only experience with its own client-facing title. New Deliverables are highlighted in the client portal, and clients can review or download their files from a focused full-screen viewer.

Your team can also share Deliverables by email and track which clients have viewed them.

Learn how to create and share Deliverables.

A More Flexible Workspace

The collapsible sidebar is now available for everyone.

Click the collapse icon just above the notifications bell in the far-left sidebar to temporarily hide the second column and give yourself more room to work.

We’ve also rolled out refreshed icons throughout Sydnee, bringing a cleaner and more consistent look to the platform.

Bug Fixes and Improvements

This week also included several performance improvements, reliability updates, and quality-of-life fixes:

• Improved performance across the Sydnee desktop experience

• Improved performance across Sydnee on mobile devices

• Login-code emails now return clients to the page they were originally trying to access, even when they open the email on a different computer

• The Share button in portal headers now generates the correct client URL while navigating through Files

• Fixed an issue that could cause the embed editor to close while navigating

• Fixed an issue where the branding editor’s warning dialog was not responsive

• Updated portal navigation to be more reliable

• Improved the styling and opening animation of the portal navigation overflow menu

• Long task activity histories now collapse automatically, making the activity panel easier to scan

As always, thank you for your feedback and for helping us continue to improve Sydnee every week.

The last two weeks we have made a series of updates behind the scenes in preparation for some upcoming updates. We've shipped multiple bug fix updates and performance updates. Next week we'll be introducing an opt-in preview to the new dashboard. Be on the lookout!

This week focused on helping teams manage information at scale, improving performance throughout the platform, and polishing some of the details that make Sydnee easier to use every day.

Bulk Memo Pad Updates

Managing your portal's memo pad across dozen or hundreds of portals just got easier.

You can now update memo pads across multiple accounts at the same time. Whether you’re rolling out new instructions, updating internal notes, or standardizing information across your organization, Bulk Memo Pad Updates can save a significant amount of time.

To get started, navigate to your Sydnee dashboard, click the dropdown arrow next to Create Account, and select Bulk Memo Pad Update.

Faster Live Chat Experience

We’ve made several improvements behind the scenes to make live chat load faster within Sydnee.

Conversations should now feel more responsive when opening chats, switching between channels, and loading message history.

Refreshed Quick Action Icons

Our artist, Eve, gave the Quick Actions menu a visual refresh with updated icons. We're working each week to bring additional polish to the platform.

Better Request PDF Exports

Downloading a PDF of a request now includes:

• Request descriptions are now included in exported PDFs

• Checkbox fields now display all available options

• Selected and unselected choices are both visible for better record keeping

These improvements make exported requests more useful for documentation, audits, and sharing outside of Sydnee.

Bug Fixes

This week also included several bug fixes and quality-of-life improvements, including:

• Fixed an issue preventing service requests from setting dates on mobile devices

• Additional stability and usability improvements throughout the platform

• Got rid of a stutter when modals close around the platform

As always, thank you for your feedback and for helping us continue to improve Sydnee every week.

Last week was all about expanding our API to support the task module. This week focused on refining the experience around those new capabilities, improving reliability throughout tasks and requests, and making the platform feel more predictable day-to-day.

Better Request Navigation

We’ve improved return handling throughout the Collect Info module, making it more reliable to return to where you started after completing or closing a request.

Improved Task Section Management

We made several improvements to how task sections are managed behind the scenes.

Updates include:

• More reliable section re-ordering

• Better alignment between the task interface and the public API

• Reduced edge cases that could cause unusual drag-and-drop behavior

• Improved consistency when organizing larger task boards

These changes should make section management feel smoother and more predictable.

More Task API Capabilities

The public Task API continues to grow.

This week we’ve added support for:

• Creating task sections

• Re-ordering task sections

• Editing task section's color, progress bar visibility, permissions, and title.

These additions make it easier to build automations and integrations that fully manage task organization inside Sydnee.

Plus Additional Fixes & Improvements

Alongside these updates, we continued polishing workflows throughout the platform with a variety of smaller fixes and reliability improvements.

Many of these changes won’t be immediately visible, but they help make Sydnee more stable, more predictable, and easier to use every day.

Thank you to everyone who continues to share feedback and help improve Sydnee.

This week we're launching one of our biggest API updates yet. The Sydnee Task API now includes 23 endpoints that allow developers to fully manage tasks, making it easier to build custom integrations and automations.

To support these new capabilities, we also improved the task activity feed and notifications so teams can clearly see when actions were performed by a person or through the API.

Major Task API Expansion

The Sydnee API now includes 23 task endpoints for managing tasks inside an account.

This means developers can now create, update, organize, assign, complete, reopen, move, comment and manage tasks directly through the API.

This opens the door for:

• Custom automations

• Internal tool integrations

• Connecting Sydnee with other software

• More flexible client portal workflows

The rate limit as also been upped to 300 reads and 100 writes per minute.

We've moved to self hosted docs too! Check them out at the root of the api endpoint: https://public-api.sydnee.app

Improved Task Activity Feed

With more automations and integrations interacting with tasks, we've made several improvements to the task activity feed to make it easier to understand what's happening and where changes originated.

Updates include:

• Clearer indicators when actions originate from the API

• Better reliability, cleanup, de-duping logic and performance

• Smoother commenting experience throughout the feed

The result is a clearer activity history that helps teams understand both human and automated activity on a task. The activity feed should show an end to end record of what was going on with your task.

Notification Fixes & Improvements

We also spent time improving the reliability and clarity of notifications throughout Sydnee.

Updates include:

• Better handling of archived and deleted tasks

• Clearer attribution for notification events, including API actions

• Various fixes and layout improvements across desktop and mobile

These changes are focused on making notifications more accurate and dependable.

New Quick Access Portal Menu

Navigating between client portals just got a little faster.

Hovering over the Portal navigation item now reveals a new Quick Access menu, giving you faster access to important portal areas and recently used accounts without leaving your current workflow.

Additional improvements include:

• Better restoration of your position in long account lists

• General navigation polish throughout the portal experience

Plus 30+ Bug Fixes & Improvements

As part of these larger releases, we also spent time tackling a wide range of smaller issues across the platform.

Over the course of the week, we resolved 30+ bugs, edge cases, and usability improvements affecting tasks, notifications, navigation, activity tracking, and other areas of Sydnee.

Many of these changes won’t be immediately visible, but they help make Sydnee more reliable, more predictable, and easier to use day-to-day.

Thank you to everyone who continues to report issues, share feedback, and help us improve the platform.

This week focused heavily on account security and giving teams more visibility and control over their Sydnee accounts.

🔐 Two-Factor Authentication (2FA) Is Now Live – Sydnee now supports app-based two-factor authentication to help protect accounts from unauthorized access and phishing attempts.

The new system includes:

• QR code setup for authenticator apps

• Manual entry key support

• Recovery / backup codes

• Additional security confirmation emails

• Improved password manager compatibility and autofill support

• Admins and Owners can can see who on their team have 2fa enabled, and when their team mate’s last password change was now on the Manage Team page.

Sydnee is compatible with popular authenticator apps like Google Authenticator and Authy.

Read more here: Protect Your Account With 2FA

🛡️ New Account Protection History Audit Log – We also launched a new personal account security history page so users can review important security-related actions tied to their Sydnee account.

This includes events like:

• Sign-ins and sign-outs

• Password changes and reset requests

• 2FA enabled/disabled

• Backup code regeneration

• Multi-factor authentication attempts and successes

• Backup code usage

Certain critical actions will also trigger additional alert emails for added protection.

Read more here: Account Protection History Audit Log

📱 Active Session Management – You can now review your currently active Sydnee sessions and remotely log out devices you no longer recognize directly from your security settings.

This week focused heavily on platform stability, infrastructure improvements, and the first phase of our public API expansion.

🚀 First Phase of the API Expansion Is Live — We’ve started expanding Sydnee’s public API with the first set of file manager endpoints.

The new API additions include:

• Browse folders

• Retrieve file metadata

• Access file version history

• Retrieve file comments

• Generate download URLs

We also updated:

• The API documentation: Official Docs

• The OpenAPI specification: OpenAPI JSON

⚡ Improved API Rate Limiting — Updated API rate limiting to be more accurate and split limits into:

• 300 read requests per second

• 100 write requests per second

💬 Live Chat Stability Improvements — We shipped a number of reliability and performance improvements across live chat to help conversations feel faster and more stable day to day.

📨 Invite Email Fixes — Fixed an issue that could prevent invite emails from properly sending when inviting clients into their portal.

🏢 Updated Default Live Chat Channels — All newly created companies will now automatically start with default channels named Team Chat and Social to help teams get organized faster out of the box.

🔒 Frame Protection Added Across Sydnee — Added frame protection across both the main app and client portal experience to improve overall platform security.

©️ Copyright Notices Added to Client Login Pages — Added copyright notices to all client login pages across Sydnee portals.

The live chat overhaul has arrived! If you have any feedback or see something wrong - please shoot us a message in support!

💬 Direct Messages & Custom Channels Are Live — Live chat now supports direct messaging and custom channels, making it much easier for your team to organize conversations and collaborate in real time.

🚀 Live Chat Expansion Released — This is a major expansion of the live chat system and lays the foundation for future improvements, including the upcoming mobile beta experience.

🛠️ Reliability Improvements Across the Platform — We shipped numerous bug fixes, performance improvements, and reliability updates across tasks, files, requests, and live chat to help everything feel faster and more stable day to day.

This week was all about testing.

We are getting very close to releasing the new live chat system. Everything is looking strong for a release around May 8th.

Live Chat Update

We are now using the new live chat inside our own company every day.

It has replaced Slack for us, and it has been working really well.

We also now have an iOS app with native notifications working.

That means you will be able to:

• Get real push notifications on your phone

• Stay in conversations without email

• Respond quickly from anywhere

The iOS app will likely launch as a beta shortly after live chat is released. If you’re reading this after rlease and still see no info about a “Sydnee Chat” app – send me a message and I’ll get your team a testflight link.

Updated Roadmap

We updated the roadmap based on recent feedback.

You can view it here: feedback.sydnee.app

Insights Module (Coming in May)

The new Insights module is coming this month.

This will give you better visibility into your work across Sydnee.

If there are reports you want to see, send them over.

We are actively shaping this based on feedback.

What’s Coming in May

After live chat launches, we are focusing on a few big improvements.

Multiple Task Boards

You will be able to create more than one task board inside an account.

This helps when you want to:

• Separate different types of work

• Organize larger accounts

• Keep things cleaner as you grow

API Expansion

We are also expanding the API.

This will expose much more data around:

• Tasks

• Files

• Requests

This makes it easier to build integrations and connect Sydnee with your other tools.

Coming Soon

We are in the final stretch for live chat.

Testing is going well, and we are excited to get this in your hands.

More soon!

This week, you may not see big changes on the screen. That is because we are working on something bigger behind the scenes.

We are improving live chat - one of the most used parts of Sydnee.

Live chat is where you talk with clients, ask quick questions, and keep work moving. Our goal is to make it much more powerful, without changing what you already like.

We are aiming for May 8th to launch this feature. Sorry for the delays! (P.S. API changes for tasks are still coming in May!)

The Big Idea

Right now, each account has one main chat.

We are keeping that.

But we are adding more ways to talk and stay organized.

Soon, live chat will support:

• Channels (group chats for your team)

• Direct messages (one-on-one chats)

• Better organization

• Smarter notifications

• A better experience for your clients

Think of it like this: same chat you know, just with more tools.

Channels (New)

You will be able to create channels for different types of work.

Examples:

• A channel for your team

• A channel for a project

• A channel for internal notes

This means you do not have to put everything in one chat anymore.

Channels will include:

• Public or private options

• Adding and removing people

• Leaving or archiving channels

• Custom notifications

Direct Messages (New)

You will be able to message teammates directly.

This helps when you want to:

• Ask a quick question

• Share something privately

• Talk without using the client chat

These messages will be easy to start from anywhere in the app.

Better Organization

We are improving the chat sidebar so it is easier to manage everything.

You will see:

• A Channels section

• A Direct Messages section

• Your account chats

You can also:

• Sort your chats

• Create your own sections

• Save your layout so it stays the same

Better Client Chat (Portal)

Client chat is getting better too.

Right now, clients usually see one conversation.

Soon, they can:

• Have more than one conversation

• Get better notifications

• See what is unread

You still control if clients can use chat or not.

Smarter Notifications

We are making notifications more reliable.

This includes:

• Better unread tracking

• More accurate notifications

• Follow-up emails if messages are missed

This helps make sure nothing important gets lost.

Why This Matters

Sydnee keeps your work in one place.

Live chat is what connects everything — tasks, files, requests, and services.

With these updates, you will be able to:

• Talk with clients more clearly

• Work with your team faster

• Stay more organized as you grow

Coming Soon

We are still finishing this update, but it is coming soon.

The goal is simple:

Keep what works. Add what is missing.

Big week focused on polish, security, and tightening up core workflows.

🖼️ Zoom on Images — You can now zoom in on images directly within the file manager for better visibility and review.

🧩 Kanban Read-Only Fix — Fixed an issue where read-only tasks could still be reordered in Kanban view.

🔒 Authentication Security Improvements — Strengthened security across forgot password, login, and registration routes.

✅ Onboarding Checklist Fixes — Resolved issues in the onboarding task checklist caused by the recent UI update.

👥 Request Assignment Improvements — Assign requests to multiple people or leave them “Open” for anyone on the account to pick up.

In Progress

💬 Direct Messages & Channels — Direct messaging and custom channels are deep in development and nearing completion.

📊 Insights Tab — A new insights tab with reporting across all modules is also far along.

Both are currently targeted for next week, but given the scope, timelines may shift slightly.

Big update this week — a lot of the improvements we previewed last week are now live.

🖥️ Refreshed Backend UI — A cleaner, more flexible layout designed to support the next wave of features rolling out this summer.

📅 Task Due Date Revamp — Due dates are now significantly more powerful:

• Support for date ranges

• Optional start and end times

• Improved repeating logic with clearer previews

• Fully timezone-aware across users (set your time zone in your profile settings!)

⏰ Task Reminders — Reminders now fire based on the time set. If no time is set, they default to 8am in the assignee’s timezone.

✅ Duplicate Tasks — Quickly duplicate any task with a right click.

📋 Duplicate Portals (Beta) - Create a clean copy of an existing portal, including selected modules, so you can reuse structure, content, and settings without starting from scratch.

👥 Team Management Improvements

• Bulk add and remove team members

• Invite links for easier onboarding

• Overhauled account management (archive, restore, delete, join)

• New Activity Heatmap to visualize usage over time (more reporting coming soon)

📁 Custom File Folder Permissions — A new folder permission level has been added! Custom - choose who can see it.

⏩ Move File Folders — Right click on a folder and move it into another folder.

💾 Improved Multi File Download — Select multiple files and click download, it will now download cleanly into a single ZIP file.

🐛 Lots of bug fixes — A wide range of fixes and performance improvements across the platform.

More updates coming soon — this is just the start of a bigger push.

No new release this week — we're holding back to bundle everything into a bigger update that's currently in internal testing. It should land next week. Here's a sneak peek at what's coming:

🖥️ Refreshed Backend UI — A slightly reworked layout to make room for some new features arriving this summer.

👥 Team Management — Bulk add, bulk remove, and invite links. Long overdue.

📅 Task Due Date Revamp — This one's a big improvement. Due dates now support ranges, specific times, better repeating options, and proper time zone management.

⏰ Task Reminders — Reminders will now fire based on the time set on the task, or default to 8am in the assignee's time zone if no time is set.

📁 File Manager — Per-folder permissions and the ability to move folders into other folders.

🐛 Lots of bug fixes — If I've talked to you about something, it's in there. Sorry for the wait — this one's almost out the door.