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:
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.
A focused week on tasks — lots of quality of life improvements that make day-to-day work faster. Here's what shipped:
✅ Tasks
Right-click menu — right-click any task to duplicate it, mark it complete or incomplete, or open task info. A small thing that saves a lot of clicks
Share links on tasks — every task now has a direct share link so you can send someone straight to it
Nested subtasks up to 5 layers deep — task templates now support up to 5 levels of nested subtasks
Subtasks with their own nested subtasks now accurately show the correct completion fraction one level down
Fixed an edge case where right-clicking multiple tasks could leave more than one context menu open at once
📁 Files
Copy and pasting comments in the file module is now allowed
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
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.
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