Introducing …… a most demanded, most requested feature.

i.e., Task Templates

Task Templates are live now in Agiled 🎉

To add a Task Template:

1. You can go to Projects (left menu) > Tasks

2. Click the 3 dots menu at the top right corner

3. Click Task Templates

4. Click New Task Template 

5. Fill in the details and click Save.
   
   

You can add files and sub-tasks to the Task Template:

1. You can go to Projects (left menu) > Tasks

2. Click the 3 dots menu at the top right corner

3. Click Task Templates

4. Click on the title of your desired Task Template 

5. Add files and sub-tasks
   
   

To create a task from the Task Template:

1. Go to Projects > Tasks > Add New Task

2. Click on the 3 dots menu in the top right corner

3. Choose your template. 

File management is one of the most used features of Agiled. 

We know this feature's crucial and vital, as you have to share files with your team and clients almost daily. So we were constantly working to make file management better and easier.

Here are the few updates we have rolled out to File Management:

1. CRM Files Connected to File Manager

2. Project Files Connected to File Manager

3. Quick Preview/Info option for File

4. Context menu on Folders with options to delete, rename and manage permissions. 

5. Option to share Files publicly 

6. Overall Improved UI/UX

Can I share files uploaded in CRM > Contacts with my clients?

Yes, you can. Here is how you can do this:

• For each of your contact, we create a folder in File Manager once you upload a file to the files tab of your contact. 

• Go to File > Contact Files

• Look for a folder with your contact’s name

• Right-click on it and click permissions.

• Choose your client from the dropdown to assign/give access.

• Your folder is shared with your client now. Your client can access the folder in Files Tab in the Client Portal.  

You can share any folder with your team or clients by following the same steps. 

One of the significant UX issues we got many complaints about was “Our navigation menu was stateless.” 

This means it did not use to remember the tab you were working on and collapsed every time. 

Well, this has changed now. 

Based on the tab/section you are working on, the navigation menu stays open and highlights the active tab 🎉

This will help you in better navigation throughout Agiled. 

We have just made importing Contacts in Agiled even better 🤩

You can now choose to ignore duplicate emails/contacts while importing contacts to Agiled. Duplication is determined based on email. If two of your contacts have the same emails, they will be considered duplicates, and the latter one will be ignored. 

You can select the option “Ignore duplicates while importing?” on the Import Contacts page.

Announcing a massive upgrade to the public invoice page. 

On the public invoice page, your invoice will be shown according to your chosen template instead of default design. 

We have totally revamped the way your clients can pay you making it a looooooot more easy.