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,
You can follow the same steps for the Tasks under Projects.
To restore an archived task,
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:
Introducing …… a most demanded, most requested feature.
i.e., Task Templates
Task Templates are live now in Agiled 🎉
To add a Task Template:
You can go to Projects (left menu) > Tasks
Click the 3 dots menu at the top right corner
Click Task Templates
Click New Task Template
Fill in the details and click Save.
You can add files and sub-tasks to the Task Template:
You can go to Projects (left menu) > Tasks
Click the 3 dots menu at the top right corner
Click Task Templates
Click on the title of your desired Task Template
Add files and sub-tasks
To create a task from the Task Template:
Go to Projects > Tasks > Add New Task
Click on the 3 dots menu in the top right corner
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:
CRM Files Connected to File Manager
Project Files Connected to File Manager
Quick Preview/Info option for File
Context menu on Folders with options to delete, rename and manage permissions.
Option to share Files publicly
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.