I am thrilled to announce a major improvement to Agiled that has been a long time coming: all amounts are now formatted based on your chosen currency or locale! Our team has worked hard to make this feature a reality, and we are excited to finally make it live today.

This means that if you are using USD, the amounts will be displayed in the standard USD format (e.g. $1,000.00). If you are using Euro, the amounts will be displayed in the standard Euro format (e.g., €1.000,00). This change applies to all View/PDFs in Agiled.

Please note that you will still need to use a simple numeric format without any symbols when inputting amounts. For example, if you are entering an amount of $1,000.00, you would enter 1000 rather than $1,000.00 or 1,000.00.

We have some fantastic news to share with you! We have just made a major improvement to the Contacts and Accounts Import feature that will make your life so much easier 🤩

From now on, you can assign contacts and accounts to sales agents using their email. No more searching for IDs using our API - just add the sales agent's email to the CSV and map it to the "Sales Agent Email" field. We'll take care of the rest and make sure the contact or account is assigned to the correct sales agent.

Importing your contacts and accounts is now a breeze. Simply follow these steps:

1. To import contacts, go to CRM > Contacts. Click on the 3 dots menu in the top right corner and select "Import".

2. Download the sample file and add your data. Follow the instructions on the screen to ensure your file is properly formatted.

3. Once your file is ready for import, upload it and click "Next".

4. Map the right columns, and you're done!

To import accounts, follow the same steps but go to CRM > Accounts instead.

All dates should be entered in standard US format (mm/dd/yyyy).

We hope this update will make your experience with Agiled even more efficient and user-friendly.

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. 

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 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. 

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.

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.