At Agiled, we've been brewing up a feature that puts you in the driver's seat of your client experience. Today, we're absolutely thrilled to introduce 'Client Dashboard Customisation'! 🎉
With this feature, you can fully customise what your clients see on their dashboard. Choose from 7 available widgets, configure the size and position of these widgets, and even craft a custom message for your clients!
As we've promised, we're giving you more and more options to personalise the client portal. You can turn any module on or off for your clients in Settings > Portal Settings. Add custom pages in the menu for clients by navigating to Essentials > Wikis > Pages.
To access this new feature, go to Settings > Portal Settings > Custom Client Dashboard. You can choose to enable or disable the custom dashboard for clients. If you turn it off, clients will see the dashboard that was available prior to this feature.
By default, we've kept the custom client dashboard off for everyone. You can log in and go to Settings > Portal Settings to turn it on after customising the dashboard to your liking.
We've been in the Agiled think tank, creating a feature that's been in high demand and is now ready to roll out. Brace yourself for the much-awaited 'Assign Tasks to Clients' feature! 🎉
Now, you can directly assign tasks to your clients. While creating/editing tasks, you will find clients as well in the assignee dropdown.
Your clients can view these tasks in their portal under Work > Tasks. Not only can they see the tasks, but they can also complete them and mark them as complete.
Imagine the boost in productivity and efficiency this will bring to your workflow!
This long-anticipated feature is set to make your Agiled experience smoother and more collaborative.
Today, we're thrilled to roll out the Chat 2.0! 🎉
Envision real-time conversations, not just with your team, but also with your clients. Yes, you read that right! Whether it's a one-on-one chat or a group discussion, whether it's with a teammate or a client, instant communication is now at your fingertips. Attach files, express yourself with emojis, and streamline your conversations like never before! 😃
We've upgraded chat to be quicker, more efficient, and incredibly user-friendly. It's like having a direct line to everyone you collaborate with, all in one convenient place!