It’s a game-changer if you have a lot of tasks to add to your account. Instead of manually adding each task individually, you can upload a CSV file with all your tasks, and they will be added to your Agiled account in bulk.
To use the Task Import feature,Â
You can assign the imported tasks to your teammates directly. Just add their email to CSV under the "assignee_email" header and map it to the Assignee Email. You can also map the Status/Taskboard Column by adding the title of the Taskboard Column to CSV under the "status" header and mapping it to Status.Â
Please note that orphan tasks cannot be imported. The Import Task option is available only under projects.Â
We recently have made some major changes to the Agiled's navigation.
You might be facing trouble finding items throughout Agiled, so we wanted to write this email to explain all the changes made.
Changes in Left Navigation:
1. Forms and Tickets have been moved under CRM.
2. Projects, Tasks, Timer Tracker, and Events are moved under Productivity.
3. Proposals and Contracts are moved under Documents.
4. Automate, Wikis, Announcements, Products, Files, Chat, and Reports are moved under Essentials.
5. Billing is moved to the dropdown in the top right corner under your Profile Pic/Avatar.
6. Settings are moved to the dropdown in the top right corner under your Profile Pic/Avatar.
Other Changes
1. Flows and Workflows can be accessed from Automations Page. (Essentials > Automate)
2. Custom Pages can be accessed from Wikis Page. (Essentials > Wikis)
3. Timesheet can be accessed from Time Tracker Page. (Productivity > Time Tracker)
4. Appointments and Appointments Types are renamed to Events and Event Types.
5. Events Calendar can be accessed from the Events Page. (Productivity > Events)
6. Taskboard and Task Calendar can be accessed from Tasks Page. (Productivity > Tasks)
We have rolled out a UI Refresh of Agiled. UI has been completely refreshed to a new, fresh and modern look. Â Â |
 Along with the UI design, we have made some significant changes in the navigation.  Everything does not just go in the left menu anymore. This is to address that overwhelming feeling when you log in to your Agiled account.  Menu Items have been reduced, and here is the updated structure:   CRMÂ
ProductivityÂ
HRMÂ
Finance
Docs
Essentials
Billing  Settings   Another huge addition, a Quick Action button has been added to the header so that you can take those actions anywhere from Agiled 🎉  |
New Day, New Update 🚀
We have rolled out an update that makes Archiving Tasks possible.Â
You can now archive the completed Tasks. They will sit in the archived section until you delete them permanently, or you can restore them anytime you want.Â
To archive a task,
You can follow the same steps for the Tasks under Projects.Â
To restore an archived task,
This will help you keep your workspace clean without permanently deleting the tasks.Â
Based on your feedback, we have shipped some huge improvements to Project Templates that are: