Features

Features articles from Agiled Help Center

122 articles in this category

CRM

35 articles

Docs

29 articles

Finance

13 articles

HRM

15 articles

Project Management

19 articles

Scheduling

5 articles

Subscriptions

1 article

Support Toolkit

5 articles

All Articles

CRM

How to add notes for Account?

Video tutorial on how to add notes for an Account. In Agiled you can add notes for Accounts to keep track of important things about Account in the CRM. You can

200 views

9/9/2026

HRM

Adding Custom Field In Employee

How do I Add Custom Field in Employees? We understand every company has different needs, so we have given the functionality to add custom fields to employee's i

Features

CRM

Docs

Finance

HRM

Project Management

Scheduling

Subscriptions

Support Toolkit

All Articles

How to add notes for Account?

Adding Custom Field In Employee

Creating a Billable Task

Adding an Employee or Team Member

How to delete a page

How to create and use Project Templates

How to whitelist Agiled.app in G suite Admin panel?

How to convert a contact to a client

Project: Files

How to use Image widget in docs

Creating Projects

How clients can sign the doc

How to use Signature Widget in Docs

Creating a Dependent Task

How to import contacts

How to add a new holiday

How to track time in Agiled

How to save Forms as Templates in Agiled

Creating Clients from Form Submissions in Agiled

How to Pause and Activate an Automation?

How to manage recipients in Agiled Docs

How to use Date widget in Docs

How to Self Sign a Doc in Agiled

How to delete an Event Type in Agiled

Exporting Time Sheets

How to send an invoice

Creating Invoices

How to convert contact to a prospect

How to assign leave to a teammate

How to send payment reminder for an invoice

How to add a task for Account?

How to edit an Account in CRM

How to use Pricing Table Widget in Agiled Docs

Managing Designations/ Positions

How to change invoice template?

Layout options in Agiled Docs

Managing Holidays

How Clients Can Sign Documents in Agiled

Creating a new Task

How to turn on chat/messaging with clients

How to use Initials Widget in Docs

How to add ticket reply templates?

What currencies do Agiled support?

Creating a New Invoice in Agiled

How to use Merge Tags in Agiled Docs

How to create Product Plan for Subscription?

How to create a Project Template?

Cancelling a Scheduled Event or Meeting in Agiled

How to add a new Client.

Time Tracking

Creating Estimates

How to mark attendance of employees in Agiled

How to add a new contact

How to manually log time in Agiled

How to create a new deal?

Overview of Widgets in Agiled Forms

How to Share Public Link of an Event Type in Agiled

How to send payment link

How to add ticket types?

Task Board

How to send thank you email on invoice payment using Automation

How to add ticket agents?

How to Send a Document in Agiled

How to add CRM Stage

How to create a Questionnaire Using Agiled Forms

How to add notes for Contacts?

Adding and Customizing a Cover Page in Agiled Docs

How to use select field in Agiled Docs

How to Create and Customize a Questionnaire Form

Managing Attendance