Agiled Change Log
New feature
7 months ago

πŸŽ‰ Big News! Multiple Assignees Feature is Now Live in Agiled

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! πŸŽ‰

We've been working tirelessly to ensure that Agiled stays up-to-date with the latest tools and features that help you manage your tasks better. Our team has put in a lot of effort to make this happen, and we're thrilled to announce that it's finally here.

With this new feature, you can assign a single task to multiple team members, enabling you to collaborate more efficiently than ever before.

We know how important it is to have a smooth and efficient task management system, and this new feature is just one more step in that direction.

It's easy to use, and we're confident it will make a big difference in how you and your team work together.

So go ahead, give it a try!Β 
New feature
7 months ago

πŸŽ‰ Get Ready for the Ultimate Forms Revolution in Agiled: Power-Packed & Fully Customizable!

πŸš€ 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.
πŸ“ Build multi-column forms to streamline your data collection like never before.
πŸ”— Effortlessly map fields with a simple dropdown, waving goodbye to the field mapping nightmare.
πŸ’Ύ Save your forms as templates and create forms from templates with just a few clicks!
πŸš€ 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. πŸ™Œ

To dive into the NEW Forms Experience, simply log in to your Agiled account and navigate to theΒ Forms section underΒ 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! 🌟

New feature
7 months ago

πŸš€ Supercharge Your Event Invites with Web Conferencing Links!

We're thrilled to announce an exciting new feature that will make your event scheduling experience even better - Web Conferencing links! 🌐

Now, while creating or editing an event type, you can choose the location to be Zoom, Microsoft Teams, or Google Meet, and we'll automatically add the web conferencing link to the emails for both the organizer and the invitee. This way, you can save time and ensure seamless communication! πŸŽ‰

Here's how to get started:
  • Connect Microsoft Teams and Zoom by heading to Settings > Integrations.
  • For Google Meet, simply connect your Google Calendar in Settings > Integrations. You don't need to connect your Google Meet account separately.
With this update, you can effortlessly incorporate web conferencing into your events, making connecting with your clients, colleagues, and partners easier than ever. 🀝

We hope you enjoy this enhancement to your Agiled experience!
New feature
8 months ago

πŸŽ‰ Introducing the New Docs Experience in Agiled! πŸš€

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:

  • Drag-and-drop builder: Creating professional-looking documents is now a breeze. Simply drag and drop elements to craft the perfect contract or proposal. πŸ–±οΈ
  • Auto-save feature: Never worry about losing your work again, as our auto-save feature ensures your progress is always saved.
  • Templates and merge tags:Β Save time with pre-built templates, and personalize your documents with merge tags.
  • Multiple signatures and widgets: Add multiple signatures, images, text, headings, initials, input fields, and date fields effortlessly.
  • Save as template:Β Turn your custom documents into reusable templates for future use.
  • Design customization: Add cover pages, change block colors, and choose from various layout options to make your documents stand out.Β 


Ready to give the New Docs Experience a try?

9 months ago

Appointment Toolkit is no more!

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:

  1. Appointment Toolkit has been replaced by Events now. Appointment Type has become Event Type, and Appointments have become Events.
  2. You can now find Events in Productivity > Events.
  3. All your events will be shown there, whether with your team, leads, or clients.
  4. To see the events on the calendar, you can click Event Calendar.
  5. To create an event, click Create Event, and we will ask you if you want to create this event with your team or client.
  6. Like before, your clients/leads can schedule meetings with you from your Event Type/Event Booking page.
  7. You can now customize your brand color for each of your Event Types.
  8. Also, your company logo and profile pic are now shown on your booking page for added personalization.
9 months ago

Deals Improved

Here is a lowdown on our recent upgrade to the deals feature.

βœ… First, we've changed the default view to the Pipeline View, which is much more visual and user-friendly. This means you can see where your deals are in the sales process at a glance.

βœ… You can now drag and drop deals between different stages, a real game-changer. This makes it much easier to manage your sales pipeline and saves you time.

βœ… With the new dropdown feature, you can change the pipeline you view in just one click. This makes it easier to navigate your sales pipeline and stay organized.

βœ… Customize your pipelines and lists with a range of colors. This is great for personalization and makes it easier to differentiate between them and find what you need at a glance.

βœ… You can now add pipelines and stages on the go using quick creates when creating or editing a deal. This is a huge time-saver and makes it easier to organize your sales pipeline in real time.

βœ… Last but not least, we've introduced a dedicated view for deals, where you can add notes, meetings, files, and other important information related to the deal. This is a fantastic way to stay organized, keep track of all your deal-related information in one place, and ensure you never miss a beat.

Feb 19, 2023

Subscriptions Made Available in Teammate's Portal πŸ₯³

We've made subscriptions available in your teammates/employees portal! πŸŽ‰ 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.

10 months ago

Better Invoices Management πŸ₯³

Super excited to announce that we have rolled out some significant improvements to the invoices section! πŸŽ‰

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! πŸ’Ό

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.Β 

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.

New feature
Feb 01, 2023

Introducing Recurring Expenses πŸš€

We've been working hard to bring you the latest and greatest in expense management i.e. Recurring Expenses. πŸ™Œ

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.Β 

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.Β 

New feature
Jan 30, 2023

Introducing Mileage Tracking πŸš€

πŸŽ‰ 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 πŸš—.

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.