Ability to have any tasks created in an account or section auto assign to a specific team member.

I would like to be able to create a template portal with all my files and forms and then have the ability to duplicate it as necessary.

Expand current API ability to be able to push a task to a client, and assign a specific user. Ex. - Push task from slack to create task in Sydnee.

Multiple channels for one account in the live chat feature

Ability to add annotations to Pdfs and files

Passwordless Portal & Task Access (Magic Links + Secure View Links)

Add the ability to share secure, passwordless access to:

• Full client portal views
• Individual task approvals
• View-only public links for specific widgets, dashboards, or tasks

The Problem

Requiring clients to log in slows approvals, delays projects, and creates unnecessary friction — especially for non-technical users.

What This Would Allow

With a secure magic link or tokenized URL, clients could:

• View reports, dashboards, widgets, or updates
• Open a specific task
• Review attachments
• Leave a comment
• Approve / Reject
• Mark complete (if permissioned)

All without logging in.

Suggested Guardrails

• Time-limited links (configurable expiration)
• Single-use or multi-use options
• Scoped permissions (portal-wide, task-specific, or view-only public)
• Revokable access
• Basic audit trail

Why This Matters

• Faster approvals
• Less client friction
• Better adoption among non-technical users
• Improved workflow efficiency for agencies

Secure, controlled access without the login barrier.

Allow for multiple memo pads in client dashboard widgets

Add a visibility option to Client Portal navigation tabs that allows them to be shown to internal team members only, while remaining hidden from clients.

Problem:
Currently, navigation tabs can be made global (visible across all accounts), but there is no way to restrict a tab so that it is visible only to internal team members. This limits use cases where teams want shared internal resources (e.g., Google Docs, SOPs, reference links) accessible inside every client portal without exposing them to clients.

Suggested Solution:
Introduce a "Make it hidden" toggle that would hide client portal tabs from clients.

There is no confirmed release date yet. Because this touches file retention and account-level permissions, we’re taking extra time to ensure it’s secure and reliable.

We’re adding a Trash section to the Files module that stores deleted files and folders for 30 days before permanent removal.

Account owners and team members will be able to restore accidentally deleted content with one click. After 30 days, items will be automatically and permanently deleted.

This Trash area will not be visible to Portal Users or clients.

What kind of widgets would you like to see?

I would like to see a side left navigation that can be collapsed. This could mimic the top navigation or can be customizable with external links or embed links

Will there be a feature added in the future to showcase client reporting (for marketing agency) even if its just graphs or a visualization. Would make weekly reporting one less extra service to confuse clients. Is that possible or will an integration be possible if no feature

I would like to create client portal templates and apply them to new client portals. This would save time recreating client portals. It would also be nice to auto-assign due dates from x amount of days out, similar to Teamwork or other PM tools.

It would be great if there's a dynamic URL that clients can click to upload files directly to their client portal without having to login. This would be perfect for clients who can utilize their phone to take a photo and upload them directly on their phone at their job or job site.