This month, we’re giving you more precise control over task management and clearer visibility into your project progress.
From task restrictions to visual feedback and CRM integrations, this release brings new ways to streamline your client workflows and maintain clarity at every stage in your client portal.
Read-Only Tasks
You can now mark any task as “Read Only” by switching off the “Editable by Clients” setting.
Clients will still be able to comment, but they won’t be able to modify, reorder, or change task details.
This is ideal for service providers who want to share updates or information without risking accidental edits.
It’s a simple way to protect scope and maintain control over deliverables while still allowing collaboration
Task Progress Bars
Task Sections now feature a built-in progress bar that visually tracks how many tasks have been completed in each section.
Whether you’re organizing onboarding steps, campaign phases, or internal checklists, you’ll now get instant visual feedback to keep everything on track.
It’s a quick way to showcase progress at a glance, without having your clients dig into individual tasks.
HubSpot and Google Analytics Integrations
Sydnee now integrates with both HubSpot CRM and Google Analytics.
When users log in to your portal:
- Events are automatically sent to HubSpot.
- If the contact doesn’t already exist, one is created for you.
- You can track usage, pageviews, and engagement with your portal using Google Analytics.
You can set up both integrations from your company settings.
These updates are part of our effort to make Sydnee more connected with the tools your business already uses.
It improves visibility and reporting without extra work.
Configure the tracking in your company settings or by clicking here.
Resend Invites
Need to resend a portal invite to a client?
You can now do that with one click directly from the user management screen.
This small improvement saves time and reduces friction when clients miss or lose their original invite email.
Mobile and Performance Improvements
We’ve made several updates under the hood to improve the mobile experience and overall speed of the app:
- Faster load times and smoother navigation on mobile
- Dozens of performance optimizations and bug fixes to keep everything running reliably
In Testing: Task Templates
We’re finalizing a powerful new feature—Task Templates. This will allow you to save and reuse sets of tasks.
Ideal for recurring projects, client onboarding, and service delivery.
We expect this feature to roll out within the next two weeks.
Tell Us What You Think
Every feature we build is guided by user feedback.
Let us know what’s working, what’s not, and what you’d like to see next.
Just use the in-app feedback option or drop us a message.
Sydnee is becoming the simplest way to manage your client work in one place.
Thanks for being part of that journey.
