Gradient background pattern

Task Management Built for Client Success

Kanban boards, date-sorted views, subtasks, and client collaboration—all without per-seat pricing. Assign tasks to your team or clients, automate recurring work, and track progress in real time.

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Used by 2,000+ agencies & freelancers

Task management Kanban board with client collaboration and multiple views

15 Powerful Features

Everything you need to manage work

From Kanban boards to file attachments—a complete task management system built for client-facing teams.

Kanban Boards
Date Sorting
Recurring Tasks
Subtasks
File Attachments
Task Templates
Reminders
Comments
Global Search
Bulk Actions
Archive System
Section Colors
Visibility Control
Team Assignment
Due Date

Flexible views for every workflow

Kanban or List—Work the Way You Think

Switch instantly between views to match your workflow—visual boards or structured lists, without losing context.

Kanban Board

Kanban Board

Drag-and-drop cards across customizable sections

  • 16 section colors
  • Custom section names
  • Progress indicators
Drag & Drop List

Drag & Drop List

Tasks grouped by urgency and timeline

  • Sections with Progress
  • Drag and Drop Order
  • Visibility Controls
Due Date Sorted List

Due Date Sorted List

Tasks grouped by urgency and timeline

  • Overdue & Today
  • Tomorrow & This Week
  • Later tasks tucked away

Built for Client Collaboration, Without Extra Costs

Unlike other task management systems, Sydnee allows your clients to collaborate on tasks without additional charges. Unlimited users is standard.

  • Invite unlimited team members and clients
  • Comments and activity feed on every task
  • Real-time progress tracking for everyone
Task management interface showing client collaboration and completed tasks
Subtasks

Break Down Complex Work

Large projects become manageable with unlimited subtask nesting. Each subtask can have its own due date, assignee, and description—while the parent task tracks overall progress.

  • Unlimited nesting depth for complex projects
  • Independent due dates and assignees per subtask
  • Visual progress bars on parent tasks (e.g., 3/7 complete)
  • Drag-and-drop to reorder subtasks
Task template insertion interface showing options to merge or replace tasks

Never Miss a Deadline with Recurring Tasks

Automate repetitive work with powerful recurring task patterns. When you complete a recurring task, the next occurrence is created automatically.

Simple Repeats

DailyWeeklyMonthlyAnnually

Custom Patterns

Every X daysSpecific weekdays2nd MondayLast Friday
  • Email reminders X days before due date
  • Auto-creates next occurrence on completion
Task creation form with recurring task options
File Attachments

Keep Documents Where You Need Them

Attach files directly to tasks so context is never lost. Preview, download, or transfer to the client's main file storage—all without leaving the task.

  • Drag-and-drop file uploads
  • In-line preview for images and documents
  • One-click download or transfer to account files
Task template insertion interface showing options to merge or replace tasks

Powerful Task Assignments for Smooth Workflows

Assign tasks to team members or clients with a single click. Keep personal tasks organized with “My Tasks” or add tasks to any client account and assign to anyone with portal access.

  • Assign to team members or portal users
  • Due dates with reminders
  • Global search finds tasks across all accounts
Task assignment interface showing team and client options
Task Templates

Never Start from Scratch

Save task structures as reusable templates—complete with subtasks, sections, and descriptions. Perfect for repeatable workflows like client onboarding or monthly deliverables.

  • Save entire task hierarchies as templates
  • Merge with existing tasks or replace entirely
Task template insertion interface showing options to merge or replace tasks

Flexible Visibility: Keep Tasks Private or Collaborative

Full control over who sees what. Create private tasks for internal work, collaborative tasks with clients, or hidden team-only tasks within a client account.

PrivateClient Visible
  • Toggle visibility per task
  • Clients only see what you want them to see
Task visibility options showing private and client-visible task settings
Power Features

Manage Tasks at Scale

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

Multi-selectMove to sectionChange visibilityArchive or delete

Archive System

Browse archivedOne-click restorePermanent delete
Task template insertion interface showing options to merge or replace tasks

Built for Your Industry

Task management that fits how you work

See how teams across industries use Sydnee Tasks to keep projects on track and clients informed.

Consultants & Advisors

Strategy, Operations, Business Consulting

  • Client deliverable tracking
  • Project deadline management
  • Engagement milestone tracking
  • Team workload distribution

Creative Agencies

Design, Marketing, Branding

  • Campaign milestone tracking
  • Creative review workflows
  • Asset delivery schedules
  • Client feedback loops

Photographers

Studios, Freelancers, Events

  • Shoot day checklists
  • Editing queue tracking
  • Delivery deadlines
  • Client revision tasks

Real Estate

Property Management, Brokerages

  • Transaction checklists
  • Listing task workflows
  • Closing deadline tracking
  • Vendor coordination

Coaches & Consultants

Business Coaches, Trainers, Advisors

  • Client action items
  • Session follow-ups
  • Program milestones
  • Accountability tracking

Event Professionals

Planners, Coordinators, Vendors

  • Event day checklists
  • Vendor coordination tasks
  • Timeline milestone tracking
  • Post-event follow-ups

Frequently Asked Questions

Everything you need to know about Sydnee Tasks

What task views does Sydnee offer?
Sydnee offers two powerful views—Lists and Kanban—with three sort options: List (custom drag-and-drop ordering), Date (groups tasks by Overdue, Today, Tomorrow, This Week, and Later), and Kanban (visual board with drag-and-drop sections). Switch between views and sorts instantly to find the perspective that works best for you.
Can clients see and interact with tasks?
Yes! You have full control over task visibility. Create collaborative tasks that clients can view, comment on, and complete in their portal. Or keep tasks private for internal work only. You can even create hidden team tasks within a client account that only your team can see.
How do subtasks work?
Break down complex projects with unlimited subtask nesting. Each subtask can have its own due date, assignee, and description. Parent tasks automatically track completion progress, showing you exactly how much of a project is done at a glance.
Can I set up recurring tasks?
Absolutely. Create tasks that repeat daily, weekly, monthly, or annually. You can even set specific patterns like 'every 2nd Monday of the month' or custom intervals like 'every 3 weeks'. When you complete a recurring task, the next occurrence is automatically created.
Can I attach files to tasks?
Yes! Upload files directly to any task. Preview images and documents right in the task panel, download files with one click, or transfer attachments to the client's main file storage. All files stay organized and accessible.
Are there task templates?
Yes. Save frequently-used task structures as templates, complete with subtasks, descriptions, and sections. When applying a template, choose to merge with existing tasks or replace them entirely—perfect for repeatable workflows like client onboarding.
How do reminders and notifications work?
Set email reminders to be sent X days before a task is due. Assignees receive notifications automatically, ensuring nothing falls through the cracks. Combined with our activity feed, everyone stays informed about task updates.
Is there a limit to how many tasks I can create?
Paid plans support up to 500 active tasks per account with unlimited archived tasks. You can create as many accounts as you need, each with its own task capacity. Progress indicators help you track usage at a glance.

Why agencies choose Sydnee over Asana

Asana

Task management

$11/user/mo
  • Per-seat pricing adds up fast with team + clients
  • Clients need their own accounts to collaborate
  • No native client portal integration
  • Task visibility controls are limited
  • Separate tool from files, forms, and chat

Sydnee

All-in-one portal

$30/mo
  • Flat $30/mo—unlimited team AND client seats
  • Clients access tasks in your branded portal
  • Hide internal tasks from client view
  • Tasks, files, requests, chat in one platform
  • Recurring tasks and templates included
Try Sydnee Free for 5 Days

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Sydnee

Try Sydnee Client Portals Today

Client & team live chat
Built in task manager
Showcase services in your portal
Easy client onboarding & info requests
Secure file storage & sharing
Embed Calendly, Figma, Loom, Google Looker & more
Custom domain & full white labeling
Unlimited client & teammate seats
No credit card required

Simple Pricing.

Get 100% setup and implemented before ever pulling out the credit card.

Standard

per month

Start free trial
  • All features included
  • 1,000 Accounts
  • 1TB Storage
  • Unlimited teammates & client seats
  • Custom domain + email white-label
  • API + Zapier Access

Premium

per month

Start free trial
  • Everything in Standard
  • Priority Support
  • 10,000 Accounts
  • 3TB Storage
  • Sydnee turned our onboarding into a simple, repeatable process that just works.

    Patrick Benske, Benske Agency, Founder
    Patrick Benske
    Benske Agency, Founder
  • Whether you're tech savvy or not, this is gonna work for you, and it's so simple, anyone can use it.

    Steven Diamond, Diamond Ai Media Group, Founder
    Steven Diamond
    Diamond Ai Media Group, Founder
  • Between the white-labeling, templates, and client collaboration, Sydnee covers everything we used to patch together across other tools.

    Carmelo Santos, Co-found Council of Marketers
    Carmelo Santos
    Co-found Council of Marketers
  • It's so nice to have everything in one place—clients can see our progress, and we can see every task at a glance

    Michael Rapino, HoneyQuill Agency, Founder
    Michael Rapino
    HoneyQuill Agency, Founder
  • 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.

    Luis Leon, Promise Pixel, Founder
    Luis Leon
    Promise Pixel, Founder
  • Sydnee offers our Clients a clean simple platform that is easy to understand and navigate.

    Laura McDermott, Owner, Mcdermott Law Firm, PLLC
    Laura McDermott, Owner
    Mcdermott Law Firm, PLLC