All Posts
Browse all articles from the Sydnee blog.
Better Task Controls and Deeper Subtasks
A focused week on tasks — lots of quality of life improvements that make day-to-day work faster. Here's what shipped: ✅...
New in Sydnee: New tools for requests, services, and tasks!
Another month of great updates in Sydnee! Conditional request logic, an AI request builder, encrypted inputs, a big service showcase update,...
New in Sydnee: Comment on files, track versions, and upgraded task widget!
Another big month! We upgraded the task widget and added file collaboration tools – here's what's new. Smarter task widget The...
Systemize Client Info Collection with Request Templates
Client intake shouldn’t feel like busywork. If you’re sending the same intake forms, asking the same questions, and chasing the same...
Smarter File Setup, Sorting & Client Access
We’ve rolled out a major upgrade to the File Manager designed to give you more control, less setup time, and clearer...
Kanban Is Here: Task Improvements and More
We’ve shipped a major round of updates focused on making tasks more flexible, faster to work with, and easier to customize....
Upload Files to Tasks and Save Them to Your File Manager
Attach supported files to a Task, use available previews and actions, and copy selected attachments into the account Files system.
Earn with Sydnee's Affiliate Program
We are excited to introduce Sydnee's Affiliate Program, a simple and meaningful way for us to give back to the creators,...
Admin vs Client View in Sydnee Client Portals
Sydnee makes it easy to create beautiful, branded client portals and manage every part of your workflow in one place. But...
A Brand-New Admin Interface Is Here!
We’ve just rolled out a brand-new interface for you and your team – built to make managing your client portals faster,...
Make Sydnee Yours: Global and Per-Account Widget Customization
Your dashboard in Sydnee is designed to give you a strong foundation for managing any client account. But did you know...
New in Sydnee: Folder Downloads, RAW Photo Support, PDF Previews + More
Hard to believe it’s been two years since Sydnee launched! (Late September – for anyone planning to wish us a happy...
August 2025: API, Zapier, Task Progress Widget + More
We’ve been building and shipping nonstop all summer, with the latest big drop being the API + Zapier integration. Sydnee has...
Add Clients to Sydnee Client Portals
Invite a client to a Sydnee portal, confirm their account access, and add the team members who will support the work.
Perfect Client Portal Setup for Freelancers
Running a freelance business means juggling client communication, task management, file delivery, and countless other moving parts. A freelance client portal...
Sydnee’s New Embed System for Client Portals
Sydnee’s embed system makes it easier to bring compatible third-party tools into your client portals. Add provider-issued embed code as a...
Before You Invite Clients: 3 Portal Tweaks to Make
Prepare your Sydnee Client Portal before inviting clients by reviewing your branding, dashboard widgets, and Service Showcase.
Sydnee Client Portals: Organized, Transparent, $30/Month
Modern clients expect quick, secure, and transparent collaboration. Businesses using client portals report up to 63% reduction in support workload, more...
Task Templates for Your Client Portal
If you're tired of rebuilding the same onboarding checklist, project flow, or service task list over and over again—you're going to...
June 2025 Product Update: Read-Only Tasks, Progress Bars, HubSpot Integration and More
This month, we're giving you more precise control over task management and clearer visibility into your project progress. From task restrictions...