Manage client work with Tasks
Plan client work, give each task an owner, and share the right progress with your client.
Tasks help your team turn a client plan into clear work. You can group the work on a board, name one owner for each task, and let clients take part through their portal.
This guide teaches one simple workflow. Use the linked Reference pages when you need exact settings or limits.
Start with a board for the client
Open Task Center, then choose Task Boards when you want to review work across accounts. Open the client account and use its default task board for everyday work.
Create another board only when the work needs a separate plan, such as a website launch or monthly service. Sections can show simple stages such as To Do, In Progress, and Ready for Review.
Learn how to create boards and sections.
Add work and choose an owner
Create one task for each result or next action. Give it a short title. Add a description when the owner needs more detail.
Assign one person to own the task. Add a due date when the work needs a date. You can also add priority, tags, files, comments, and reminders.
Use a subtask or milestone when several small steps lead to one result or the work needs a key checkpoint. Use a separate task when the work needs its own owner or place on the board.
Learn how to create, assign, and complete a task.
Share only the work the client needs
Client access has layers. A client needs access to the account, board, section, task, and every parent of a subtask.
You can keep a whole board team-only, limit it to selected people, hide one section, or hide one task. You can also make a visible section or task read-only. A read-only client can still comment on a task they can see.
Check these settings before you send a client link. A collaborator does not get around a visibility rule.
Learn how client task access works.
Keep the work moving
Use comments for questions and decisions that belong with the task. Attach files when they are part of the work. Task attachments stay separate from the account's main Files area unless a team member copies one there.
Use My Tasks when you want to see work assigned to you across client accounts. Use the account board when you need the full workflow, sections, and client context.
Complete a task when its result is done. If more work is needed, reopen it. A blocked task can continue after its open blocker is complete.
Reuse work that repeats
Use a task template when you want to start the same group of sections and tasks again. Use a repeating task when one task comes back on a schedule.
A repeating task does not create every future copy at once. Completing the current task archives it and creates the next scheduled task. If the repeat schedule or due date is not valid, Sydnee stops the completion so you can fix it.
Learn about templates and repeating tasks.
Show progress without exposing private work
Use board views to answer different questions. Table is useful for scanning details. Board shows work by section. Date shows scheduled work. Overview holds the board brief and status history when it is enabled.
Your team can share a board status such as On Track, At Risk, or On Hold. A board status describes the whole board. It does not complete or archive the tasks on it.
What your client sees
Clients work from the task area in their portal. They see only the work allowed for their account user. On an editable task, they can update supported fields, comment, add a file, and complete the work. Team-only controls, templates, and cross-account views stay in Sydnee.