Agiled Change Log

   
New feature
12 December 2022

Introducing Task Import Feature 🚀

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, 

  1. Go to Productivity > Projects
  2. Select a Project.
  3. Go to Tasks Tab
  4. Click on the 3 dots menu in the top right corner and click Import Tasks. 
  5. Then follow the on-screen instructions to upload, map, and import your CSV file. Your tasks will be added in no time!

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. 

Please note that orphan tasks cannot be imported. The Import Task option is available only under projects. 

Announcement
07 December 2022

Navigation Changes

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)

New feature
2 years ago

UI Refresh 🚀


We have rolled out a UI Refresh of Agiled. UI has been completely refreshed to a new, fresh and modern look.


 

 

 

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: 

 

 CRM 

  • Dashboard
  • Accounts
  • Contacts
  • Deals
  • Tickets
  • Forms

Productivity 

  • Projects
  • Tasks
  • Timesheet
  • Scheduling

HRM 

  • Team
  • Teams
  • Designation
  • Attendance
  • Holiday
  • Leaves
  • Payroll
  • Teammate Salary

Finance

  • Dashboard
  • Estimates
  • Invoices
  • Payments
  • Expenses
  • Credit Notes
  • Payments
  • Subscriptions

Docs

  • Contracts
  • Proposals

Essentials

  • Automation
  • Pages
  • Announcements
  • Products
  • Chats
  • Files
  • Reports

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 feature
16 November 2022

Archiving Tasks Made Possible 🚀

New Day, New Update 🚀

We have rolled out an update that makes Archiving Tasks possible. 

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. 


To archive a task,

  1. Go to Projects > Tasks 
  2. Choose the Task you wanna archive and click the 3 dots menu. 
  3. Click Archive. 
  4. A confirmation popup will appear.
  5. Click Confirm. 

You can follow the same steps for the Tasks under Projects. 


To restore an archived task,

  1. Go to Projects > Tasks
  2. Click on 3 dots menu in the top right corner
  3. Click Archived Tasks
  4. Choose the Task you want to restore and click the 3 dots menu. 
  5. Click Restore. 

This will help you keep your workspace clean without permanently deleting the tasks. 

Improvement
09 November 2022

Improved Project Templates

Based on your feedback, we have shipped some huge improvements to Project Templates that are:

  1. You can now attach files with Project Templates. These files will be added to projects created from the template.
  2. You can now create sub-tasks in Project Template Tasks. That means you can create a checklist in a Project Template Task as well.
  3. You can add files to the Project Template Tasks
  4. You can rearrange your Project Template Tasks and Milestones so that they are created in the same order in the project.