Taskmasters, we've got some fantastic news to share with you! We've launched a feature you've been asking for for a long time. That's right - multiple assignees for a task! 🎉
🚀 Hold on to your hats, because we have some amaaaazing news to share!
We are over the moon to announce the launch of the NEW Forms Experience in Agiled!
After months of hard work and dedication, we've completely reinvented our forms builder to make it more intuitive, powerful, and customizable than ever before.
Introducing our brand new drag-and-drop form builder, designed to help you effortlessly create and edit forms like a true pro!
The possibilities are now endless, with tons of exciting features and customization options at your fingertips:
🎨 Unleash your creativity with custom backgrounds, fonts, and colors for every element.
📐 Build multi-column forms to streamline your data collection like never before.
🔗 Effortlessly map fields with a simple dropdown, waving goodbye to the field mapping nightmare.
💾 Save your forms as templates and create forms from templates with just a few clicks!
🚀 Creating Lead Capture forms is now easier than ever, setting you up for success.
Our new forms experience also lets you create projects and assign workflows directly to the projects when a new client is created upon form submission.
This means you can kick off projects faster and more efficiently than ever before, keeping you ahead of the game.
Worried about your old forms? Don't be! They are still there and will keep working. You can access them through the "Classic Forms" button on the new forms page. 🙌
To dive into the NEW Forms Experience, simply log in to your Agiled account and navigate to the Forms section under CRM Menu.
You'll be amazed at how easy it is to create beautiful, professional forms that elevate your business. It's truly a game-changer! 🌟
We're excited to announce a brand-new feature in Agiled that will make creating contracts and proposals easier than ever!
Say hello to the New Docs Experience 🌟 – a powerful, user-friendly tool designed to streamline your Doc creation process.
Here's what you can expect with the New Docs Experience:
Ready to give the New Docs Experience a try?
The Appointment Toolkit is no more, but for good 😁
We have recently rolled out some major changes that will make scheduling appointments and events a breeze for you. Here's what you need to know:
We've made subscriptions available in your teammates/employees portal! 🎉 That means your teammates can now create and manage subscriptions for you. This will save you loads of time and make managing subscriptions a breeze!
But we know that some of you may not want to give your teammates access to this feature. No worries! You can easily turn off the module for employees/teammates in the settings > portal settings > teammate portal. You can manage permissions for the module in settings > roles and permissions.
Super excited to announce that we have rolled out some significant improvements to the invoices section! 🎉
Your recurring invoices are now shown in a separate tab, so you no longer have to search through a long list of invoices to find the recurring invoice you're looking for. You can go to the Recurring Invoices tab, find your invoice and make desired updates to it.
We understand how important it is to have a clear and organized invoicing system, and this new feature will make your life a whole lot easier! 💼
In addition, the invoices table now shows you if the invoice is related to a subscription or a recurring invoice in the "Related To" column. This will give you a clear understanding of what each invoice is for, making it easier for you to manage your finances.
We are constantly working to improve the Agiled's experience for you, and these improvements are just the beginning. Our goal is to help you reach your goals faster and more efficiently.
We've been working hard to bring you the latest and greatest in expense management i.e. Recurring Expenses. 🙌
With this feature, you can now create and manage your recurring expenses with ease.
All you have to do is turn on the switch "Make it Recurring" when creating or editing an expense, set the schedule, and Agiled will automatically create expenses for you.
Imagine not having to enter the same expenses every week or month manually. With Recurring Expense, you'll save time, and effort, and reduce the chances of forgetting to record an expense. Plus, the feature is super easy to use.
We know you're busy, and we want to help you simplify and automate your business management as much as possible. This update is just another step towards that.
🎉 We are thrilled to announce the addition of a game-changing feature to our expense management section - Mileage Tracking!
With Mileage Tracking, you can now easily track the distance you travel for business purposes within Agiled 🚗.
Simply turn on the switch labeled "Include distance" when creating/editing an expense and add the necessary details, and Agiled will automatically calculate and add the mileage to your expense.
Gone are the days of manually tracking your business miles and keeping track of receipts. With Agiled's Mileage Tracking, all the information you need is in one place, accessible, and organized.
We understand the importance of accurate and detailed expenses, and this new feature is designed to make it even easier for you and your team to manage your expenses.