Coordinate client work in one account task board with subtasks, files, comments, reusable templates, repeating tasks, and visibility controls that keep private work private.
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Keep responsibility, context, and progress together
Plan account work, assign owners, keep discussion and files with each task, and give clients a focused portal view of the work that involves them.
List, Kanban, or Date-Sorted
View the same account task board as a drag-and-drop list, Kanban columns, or a list grouped around due dates.
Drag-and-drop cards across customizable sections
Tasks grouped by urgency and timeline
Tasks grouped by urgency and timeline
Let clients work from the same branded portal they use for requests, files, and conversations. Keep internal work private while making selected tasks visible or editable for the right client audience.
Break larger work into nested subtasks. Each subtask can carry its own due timing, assignee, and description, while the parent shows progress across its immediate child tasks.
Set eligible tasks to repeat on a supported schedule. When you complete the current occurrence, Sydnee creates the next one when the schedule can be calculated.
Simple Repeats
Assignee Follow-up
Attach files directly to tasks so the supporting material stays with the work. Preview supported media, download an attachment, or copy it into the account's Files module.
Assign responsibility to a team member or portal user on the client account, then use due dates, reminders, and filters to keep the account's work organized.
Save repeatable task structures with sections, tasks, subtasks, relative due dates, visibility settings, and supported attachments, then adapt them for the next client account.
Use board, section, and task settings to shape what clients can see and change. Keep internal work private, share read-only context, or allow permitted clients to update collaborative tasks.
Select multiple tasks and perform bulk actions—move, archive, delete, or change visibility in one click. Keep your workspace clean with the archive system.
Bulk Actions
Archive System
Task management that fits how you work
See how teams across industries use Sydnee Tasks to keep projects on track and clients informed.
Strategy, Operations, Business Consulting
Design, Marketing, Branding
Studios, Freelancers, Events
Property Management, Brokerages
Business Coaches, Trainers, Advisors
Planners, Coordinators, Vendors
Everything you need to know about Sydnee Tasks
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Sydnee turned our onboarding into a simple, repeatable process that just works.
Whether you're tech savvy or not, this is gonna work for you, and it's so simple, anyone can use it.
Between the white-labeling, templates, and client collaboration, Sydnee covers everything we used to patch together across other tools.
It's so nice to have everything in one place—clients can see our progress, and we can see every task at a glance
Sydnee has been the best investment I've made for my agency thus far. There is not better platform with the features included for the price point they are at.
Sydnee offers our Clients a clean simple platform that is easy to understand and navigate.
