Reuse your setup and connect your tools

Let's look at a few ways to reuse that work, keep track of what's happening, and connect the tools you already use.

Repeat a setup

If you do the same work for more than one client, you don't have to start from scratch each time. Here are a few places to start:

• Use task templates and repeating tasks when the same work returns on a schedule.
• Use request templates when you ask clients for the same information more than once.
• Use account duplication and bulk creation when a new account should begin from an existing setup.
• Set Memo Pad defaults or update selected accounts when new accounts need the same starting note. A default is copied into new accounts, so it won't change the accounts you've already made.
• Set the default Files structure when new accounts need the same folders.

Keep track of work

Want to see what's on your plate and choose which alerts you get?

• Use My Tasks to see work assigned to you across accounts.
• Set your personal notification choices. Use a module page when you need to change one type of alert.

Connect another tool

If you use other tools alongside Sydnee, take a look at these options:

• Use API access to create client accounts or tasks from another system.
• Use Zapier when a listed Zapier action or trigger fits the workflow.
• Before you add GA4 or HubSpot, read portal tracking. You'll see where it runs and what data it sends.

What you can use depends on your role, settings, and plan, so check the linked guide before you set things up for clients.