Summary
Add a dedicated Timeline tab to the client portal displaying a chronological, scrollable history of all completed work — giving clients full visibility into everything done on their behalf without requiring a status call or email thread.
The Problem
When a task is marked complete, it disappears from the client-facing view. The portal only shows open or in-progress work, so clients have no way to see the full body of work completed on their account — which can create the perception that less is being done than actually is.
Requested Features
- Timeline tab in portal nav, ordered newest to oldest by completion date
- Each entry shows: date, category badge, title, and short description
- Summary bar at top: total completed items + items completed this month
- Category filters (SEO, Content, Design, Reports, Social)
- Auto-populates when a task is marked complete; manual entry also supported
What This Solves
Preserves every completed item in a permanent, always-visible history. Answers the "what have you done for me?" question proactively, reinforces ongoing value, and reduces churn risk — all without extra communication from the account team.
Suggested Placement
New "Timeline" or "Work History" tab alongside Dashboard, Tasks, Files, and Services.
This is really great! Thank you for this.
Connor Bearse hopefully we can get some support on this as it would really reduce churn and a client can feel a win every time they log on knowing that someone is working on their behalf. No other product on the market I'm aware of has it and I believe it would be a game changer for Sydnee.
Aquamarine Puma This is in line with some other things we have planned. I'm moving it into planned.