S
Sydnee Client Portals
3
Task automation and multiple touchpoints
B
Beige Goose
Feb 22, 2026

It would be helpful for tasks to be assigned to more than one person and for their to be an automation that so once someone completed a test the next assigned person would receive it. For instance, we have a team member create content, then it needs to go to me for approval, next it needs to go to the client for approval and then back to a team member for scheduling.

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