Introducing New Search & Filter Experience

Older filter options were clunky and hard to use.

We have totally revamped the Search & Filter Experience in Agiled 2.0. It's more powerful, customizable, and easy to use. 

You can now filter the records using any columns of the table/list. You can also use conditional logic like

• Contains
• Less Than
• Greater Than
• Begin With
• Equal To
• Not Contains
• End With

This makes filtering a lot more fun 😁

Please note that all filters use AND condition. We will soon add the option for you to choose between AND or OR. 

Changing your account email should not be hard. You should have the option to change your account email whenever you want.

We understand that 🙌

Previously we could not allow it due to certain restrictions. You had to get the email change done through support.

This is not the case anymore. We have enabled and made this option available in your account. You can go to Settings > Profile settings to change your email.

Taskboard user experience has been improved a lot.

In Agiled 2.0, Taskboards come with an updated UI and some powerful features that will make your work management experience smooth.

Here is the list of the improvements in Taskboards: 

1. Cleaner UI
2. You can change the position of lists/columns by drag and drop.
3. You can organize tasks in a list/column by dragging tasks up and down.
4. You can sort your entire board based on priority or due date etc.
5. More information on the tasks that include priority and labels etc. 

These updates have been applied to Project Taskboards as well as Global Taskboard. 

One of the most annoying issues that we were getting complaints about was Date Picker's Format.

Date Pickers throughout the app used a Standard Format, not the one you chose in settings. Well, that has changed.

We have fixed this issue, and now all the date pickers throughout the app adapt to your preferred format.

This was long overdue, but we couldn't change it as it could affect the entire app. Finally, Agiled 2.0 fixes this along with tons of other updates.

Announcing a huge relief that comes with Agiled 2.0, i.e., No more email already taken errors 😌

In Agiled 1.0, one user per email was allowed across the system. That means if a person had their account in Agiled, you could not add that person as a teammate or client. You could also not add the same teammate in your two different accounts/brands.

We were aware this is a significant limitation and must be causing problems for all of you.

We took care of it in Agiled 2.0. You can now add the teammate with the same email in your different brands. You can add a person as a client or teammate even if they have their account in Agiled 🥳

After this update, it has become mandatory for you, your teammates, and clients to log in through your Account URL (e.g., company.agiled.app) or your custom domain.

Agiled 2.0 comes with a huge UX relief i.e. Quick Creates 🚀Now if your dropdown does not have an option, you can create it right away without going back to another module.

I will explain how.

For example, while creating a Contact, you can choose from the list Accounts or create a new one right there without having to go back to the Accounts section.

We have added Quick Creates everywhere but I will list few areas here

1. Creating Account or Sales Agent while creating/editing Contact.
2. Creating Sales Agent while creating/editing Account.
3. Creating Contact while creating/editing Invoices, Projects, Estimates and others.
4. Creating Team and Designation while creating/editing Employees.
5. Creating Category while creating Projects or Tasks 
6. And many more. 

This will save you a lot of your precious time and its one of our major UX update.

Introducing 2nd part of automating your work in Agiled 2.0 i-e Flows 🚀

Tired of onboarding clients and projects manually? Don't worry. We've got your back.

You can now use Agiled Flows to automate your client and project onboarding.

We have two types of Flows in Agiled.

• Onboarding Flows
• On-Demand Flows

Onboarding Flows can be used to onboard clients. Clients will have to complete all the steps in the flow before they can access the dashboard in the Client Portal.

On-Demand flows can be used to onboard projects or to ask clients for files etc. Clients can complete these flows at any time. 

Introducing all-new Workflows in Agiled 2.0 🤖🥳

Workflows have been totally revamped and reimagined in Agiled 2.0.

Workflows are now connected with the projects meaning they run only when applied to a project.

With Workflows, you can automate client onboarding and project onboarding and replicate your business and client process in Agiled.

Once you create a Workflow, you can apply it to as many projects as your plan allows.

Once you apply a Workflow to a project, you can sit back while Agiled automates all the Workflow Actions for you.

You can literally copy your entire business process in Agiled and put it on Auto-Pilot.

Please note that all this has to be done through a project. Since everything is connected to projects in Agiled 2.0, Workflow Actions will pick data (invoices, estimates, contracts, and proposals) from the connected project.

We have totally revamped ways to automate your business in Agiled 2.0 💡

There are 3 ways to automate your business and client process in Agiled.

1. Automations (One Step If/then Rules to automate repetitive tasks)
2. Workflows (Series of Actions and triggers to automate business process)
3. Flows (Sequence of steps to onboard clients or for project onboarding) 

We will announce each type separately. 

Introducing Integrated Projects Experience in Agiled 2.0 🚀Everything is now connected to projects. By everything I mean Invoices, estimates, contracts, proposals and tickets, workflows, wikis and discussions.

This integrated experience will let you connect everything to projects for better organisation and management.