At Sydnee Client Portals, we are committed to constantly improving your experience and enhancing productivity. Our latest updates bring a range of new features focused on upgrading the way you manage tasks.
Introducing the “My Tasks” Section
We understand the importance of having a personal workspace where you can manage all your responsibilities efficiently.
With the new “My Tasks” section, you can now view all tasks assigned to you in one place. The current cross-account workspace is documented in the Task Center guide.
This section also allows you to create personal tasks that are not associated with any specific account, transforming your task list into a versatile personal to-do list.
Key Features:
- Centralized Task View: See all your assigned tasks in one location.
- Personal Task Creation: Create tasks for yourself that are not tied to any account, perfect for personal to-dos and reminders.
- Improved Productivity: Manage your personal and professional tasks seamlessly.
Attach Files to Tasks
Managing tasks is now more comprehensive with the ability to attach files directly to tasks.
This feature allows you to attach supported files to a task, subject to the current upload limits described in Task details.
Whether you need to attach a project brief, a design file, or a video tutorial, it’s all possible now.
Drag and drop into the task window or click “Attach Files”
Key Features:
- Task Attachments: Keep supported files with the Task, within the current limits.
- Easy Access: Download files or view them in full-screen mode directly from the task.
Hide Tasks from Clients
Sometimes, tasks need to be kept internal to ensure your team can work on them without client visibility.
With the new ability to hide tasks, you can now create account-specific tasks that are visible only to your team.
This feature allows you to change client visibility while keeping internal work out of the portal. Review client visibility and read-only Tasks before sharing a board.
Key Features:
- Privacy Control: Hide tasks from clients to keep them internal to your team.
- Easy Visibility Management: Change task visibility settings with just a click.
- Enhanced Collaboration: Work on internal tasks without worrying about client visibility.
Conclusion
The recent updates to Sydnee Client Portals are designed to make task management more efficient, versatile, and secure. Whether you are using the new “My Tasks” section to organize your personal to-dos, attaching essential files to your tasks, or hiding tasks from clients for internal collaboration, these features are here to enhance your productivity.
We are thrilled to bring these updates to you and look forward to continuing to improve your experience with Sydnee Client Portals. Your feedback is invaluable to us, so please let us know how these new features are working for you and what you would like to see next!
Happy task managing!
