Agiled Change Log

   
New feature
17 November 2022

UI Refresh 🚀


We have rolled out a UI Refresh of Agiled. UI has been completely refreshed to a new, fresh and modern look.


 

 

 

Along with the UI design, we have made some significant changes in the navigation. 

 

Everything does not just go in the left menu anymore. This is to address that overwhelming feeling when you log in to your Agiled account. 

 

Menu Items have been reduced, and here is the updated structure: 

 

 CRM 

  • Dashboard
  • Accounts
  • Contacts
  • Deals
  • Tickets
  • Forms

Productivity 

  • Projects
  • Tasks
  • Timesheet
  • Scheduling

HRM 

  • Team
  • Teams
  • Designation
  • Attendance
  • Holiday
  • Leaves
  • Payroll
  • Teammate Salary

Finance

  • Dashboard
  • Estimates
  • Invoices
  • Payments
  • Expenses
  • Credit Notes
  • Payments
  • Subscriptions

Docs

  • Contracts
  • Proposals

Essentials

  • Automation
  • Pages
  • Announcements
  • Products
  • Chats
  • Files
  • Reports

Billing

 

Settings

 

 

Another huge addition, a Quick Action button has been added to the header so that you can take those actions anywhere from Agiled 🎉

 


New feature
16 November 2022

Archiving Tasks Made Possible 🚀

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. 

Improvement
09 November 2022

Improved Project Templates

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.



New feature
03 November 2022

Introducing Task Templates

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. 

Improvement
01 November 2022

File Management in Agiled got a lot more easier 🥳

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.