Features

Features articles from Agiled Help Center

122 articles

CRM35 articles
Docs29 articles
Finance13 articles
HRM15 articles
Project Management19 articles
Scheduling5 articles
Subscriptions1 article
Support Toolkit5 articles

Creating InvoicesHow to create an Invoice in Agiled? To create an invoice, go to Finance -> Invoiceand click on Plus button. This will take you to create invoice screen. Follow
How to add a new Client.You can add clients in Agiled to send them invoices, estimates, proposals, contracts, and to collaborate with them on projects. You can also invite them to the
Creating TasksYou can manage tasks with ease in Agiled. To manage tasks go to Tasks -> All Tasks and click on Add task button. It will take you to Add New Task screen. Ente
How to delete an account in CRMIt is very simple to delete an account in CRM. Follow the steps given below: 1. Click on 'CRM' and go to 'Accounts' on the toolbar. 2. You will find a list of a
How to whitelist Agiled.app in G suite Admin panel?Owing to some API policy changes from Google you need whitelist Agiled by signing into your Google Admin console using an administrator account. If you don’t kn
Project: TasksHow to manage Project Tasks? Project tasks are organized in the Tasks tab of the project dashboard. To see all tasks of the project go to any project and click
How to add new account in CRMVideo Tutorial on how to add a new Account in CRM Accounts are companies or departments within a company with which you have business dealings. In Agiled CRM, s
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
Adding an Employee or Team MemberHow do I add an Employee/Staff/Team Member? To add an employee or a team member go to HRM-> Employees and click on Add Employee. Add all the required informatio
How to add a cover pageIntroduction: In this tutorial, we will show you how to add and customize a cover page for your documents, proposals, or contracts in Agiled Docs. Cover pages c
Agiled Docs Overview : Creating Contracts & Proposals in AgiledAgiled has introduced a comprehensive and improved Docs experience based on user feedback and suggestions. This enhanced feature includes a wide range of improv
Creating ProjectsHow to add a new project? Managing projects in Agiled is very easy and Project management in Agiled is very comprehensive. To create a new project go to Product
How to run a payrollFollow the steps below to run payroll: 1. Go to the 'HRM' and click on 'Payroll.' 2. After that select the month and year of pay and mark the boxes which you wa
Time TrackingStay productive by tracking your and your team's time in Agiled. Agiled comes with a built in time tracking and you can track and bill for your time very easil
How Clients Can Sign Documents in AgiledIntroduction: In this tutorial, we will guide you through how your clients can sign the documents you sent them using Agiled. Signing documents in Agiled is a s
How to send payment linkYou can follow these steps to send the payment link: 1. Go to the 'Finance', click 'Invoices.' 2. You can send the link of invoices by using the 3 dots menu und
How to add a new designationIf you want to add more designations, follow these steps to create a new one successfully: 1. Go to the 'HRM' on the toolbar and click on 'Designation.' 2. Clic
How to turn on chat/messaging with clientsYou can chat or start a conversation with your client but you need to turn this on from the settings. To turn on chat with clients go to Settings - Chat Settin
Managing HolidaysYou can create holidays for your team in Agiled. These holidays are visible on the calendar. To change the holiday settings go to HRM -> Holidays. Add a new Hol
How to create a project and apply a workflow to it on form submission?Introduction In Agiled, you can automate the creation of projects from form submissions, and even apply a workflow to it automatically. This guide will show you
Managing LeavesTo manage leaves of your employees, go to HRM -> Leaves. How to assign Leaves to Employees? To assign a leave to employee click “Assign Leave” from the top righ
How Archive, Restore & Delete a Project in Agiled?Introduction In Agiled, once a project is completed, you have the option to archive it. Archiving helps keep your workspace tidy by moving completed projects ou
How to use Merge Tags in Agiled DocsIntroduction In this tutorial, we'll show you how to use merge tags in Agiled Docs to personalize your contracts or proposals with client data from the CRM. Mer
How to assign leave to a teammateThe steps which you can follow to assign leave to a teammate are: 1. Go to the 'HRM' from the side navigation and click on 'Leaves.' 2. Click on 'Assign Leave'
Task BoardYou can visualize and manage your tasks in Kanban style with Task Board. In task board you can see tasks assigned to your or tasks created by you. You can move
Adding Custom Fields For A ClientHow To Custom Field For Clients? You can add as many custom fields for a client as you want. To add custom field go to Settings -> Custom Fields and click on “A
How to Send a Document in AgiledIntroduction: In this tutorial, we will show you how to send a document you created in Agiled to your clients or contacts. There are two ways to send a document
How to mark attendance of employees in AgiledYou can follow the steps given below to mark the attendance of employees in Agiled. 1. Go to the 'HRM' on the toolbar and open 'Attendance.' 2. On the top right
How to add CRM StatusYou can add CRM Status in just a few minutes by following these steps: 1. Go to the 'Settings' on the toolbar. 2. Click on 'CRM Settings.' 3. Enter CRM Status
How clients can sign the docIntroduction: In this tutorial, we will guide you through how your clients can sign the documents you sent them using Agiled. Signing documents in Agiled is a s
How to Sync events and avoid double booking.Introduction In this tutorial, we will guide you on how to avoid double booking in Agiled, how to sync events with your calendars in real time, and how to add e
What currencies do Agiled support?Here are the currencies Agiled supports right now. currency_name currency_symbol currency_code United States Dollar $ USD Pounds £ GBP Euros € EUR Rupee ₹ INR A
How to convert contact to a prospectYou can easily convert contact to a prospect by following the steps given below: 1. Go to the 'CRM' and then click 'Contacts' on the toolbar. 2. On the new page
Creating and Sharing Forms in AgiledIntroduction Forms are an integral part of Agiled, allowing you to gather valuable information from leads, create questionnaires, establish client submission fo
Creating Clients from Form Submissions in AgiledIntroduction Agiled allows you to automate client creation using form submissions. This feature can help streamline your client onboarding process, ensuring all
How to import contactsIf you want to import contacts but don't know how to do it, don't worry, We are sharing few easy steps with you to guide you: 1. Click on 'CRM' and then go to t
Project: FilesHow to share files in Projects? Agiled lets you upload files in the project and all the members of the projects can access those files. To upload and see files
How to change invoice template?To change the invoice template follow these steps: 1. Go to the Finance option on the right side of the toolbar. 2 . Then click on ' Invoices' from the list. 3.
Attendance SettingsHow to change Attendance Settings? To change attendance settings according to your company needs go to Settings -> Attendance. Here are the things you can confi
How to create a new sales pipeline?A Sales Pipeline is an organized, visual way of tracking multiple potential buyers as they progress through different stages in the purchasing process. A sales
How to add a new contactVideo tutorial on how to add a new contact in CRM Contacts are individuals who have purchased your product or service or they are interested in purchasing your
How to log E-mail for a Contact?Video tutorial on How to Log and Send Emails in Agiled CRM Keeping track of customer emails is really difficult, you have to go through your inbox, again and a
Creating EstimatesHow to create Estimate/Quote ? You can send professional estimates or quotes to your customers to get their approval and close more deals. To create an estimat
Managing AttendanceYou can easily keep track of your team’s attendance in Agiled. Users can mark their attendance from their portal, and you can see their attendance in the HRM. H
How to create recurring invoiceRecurring Invoices are the automated invoices. You set their frequency, interval, and cycle and the system automatically sends those invoices to the recipients
Adding Custom Field In EmployeeHow 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
How to add notes for Contacts?Video tutorial for adding Notes for a Contact In Agiled you can add notes for your contacts to keep track of important things about your contact in the CRM. You
How to create a Project Template?Please watch the video tutorial for creating project template.
How to edit an Event Type in AgiledIntroduction In this tutorial, we'll guide you through the process of editing an event type in Agiled. Whether you need to adjust the meeting platform, the dura
How to add a Task for Contact?Video Tutorial on how to add a task for a contact In Agiled, you can add tasks in the CRM contacts. Tasks are a way to create a to-do list about a contact in Ag
How to Apply a Template to a Document, Contract, or Proposal in AgiledIntroduction: This tutorial will show you how to apply a saved template when creating a document, contract, or proposal in Agiled. This feature allows you to st
How to manually log time in AgiledTo log the time manually in Agiled, follow these steps: 1. Go to the 'Time sheet' on the toolbar and open it. 2. To enter the time manually click on the '+'.' 3
List of keywords for formsHere is the list of client keywords for the forms. Field Name Keyword First Name first_name Last Name last_name Contact Email email Type type Job Title job_tit
How to export contactsIf you want to export contacts but don't know how to do it, don't worry, we are sharing few easy steps with you to guide you: 1. Click on 'CRM' and then go to t
How to add a new holidayFor adding a new holiday, follow the steps below: 1. Go to 'HRM' on the toolbar and open 'Holiday.' 2. Click on 'Add Holiday' in the top right corner. 3. Enter
How to add Pipeline stages?Video tutorial on how to create a new sales pipeline stages Sales pipeline stages represent each step a prospect takes through your sales process, from becoming
How to add ticket reply templates?Follow these simple steps in order to add ticket reply templates: 1. First of all go to the sidebar menu and click on the "Tickets" category. . 2. Once the Tick
How to Pause and Activate an Automation?Introduction: This documentation will guide you through the process of pausing and activating an automation in Agiled. 1. Navigating to Automations Page: - Go t
Adding DepartmentsHow to add a Department in Agiled? Every company has different teams and departments and you can create as many teams and departments as you want in Agiled. To
How to add a teammate salaryIn order to add a teammate salary, follow these steps: 1. Go to the 'HRM' and open 'Teammate Salary.' 2. On the new page you will find a list of teammates and t
How to send thank you email on invoice payment using AutomationIntroduction Automations in Agiled can significantly simplify and streamline your workflow by automatically triggering actions based on specific events. Whether
Adding and Customizing a Cover Page in Agiled DocsIntroduction: This tutorial will show you how to add and customize a cover page for your documents, proposals, or contracts in Agiled Docs. Cover pages can help
How to create a contractIntroduction Agiled is a versatile platform that allows you to create and manage contracts, proposals, and other documents. This guide will walk you through cre
Exporting Time SheetsHow to export Time Sheets? You can export timesheet in Excel format. To export time sheets go to Time Logs and filter results by date, employee or project. Aft
How to add files for a Contact/Account?Video tutorial on how to add files for a contact/account? In Agiled you can add files to account details so you can keep all the files related to an account in
How to save Forms as Templates in AgiledIntroduction Agiled's form builder allows you to save your custom forms as templates for future use. This handy feature streamlines the process of creating simi
Layout options in Agiled DocsIntroduction Agiled Docs offers a variety of layout options to help you create professional and visually appealing documents. In this tutorial, we'll explore th
Overview of Widgets in Agiled FormsIntroduction Agiled forms come with a user-friendly drag-and-drop builder and a variety of widgets to help you build comprehensive and effective forms. This gui
How to send a Doc in AgiledIntroduction: In this tutorial, we will show you how to send a document you created in Agiled to your clients or contacts. There are two ways to send a document
How to send an invoiceFor sending an invoice you need to follow these steps: 1. Go to the 'Finance', then click on 'Invoices.' 2. It will take you to the list of invoices you have, Y
Creating a Repeat TaskHow to create a repeating task? Have a problem creating a repeating task? Follow the given simple step by step guide: 1. First of all go to the sidebar menu an
How to use Signature Widget in DocsIntroduction A secure and efficient signing process is essential for any organization dealing with contracts, agreements, or documents requiring signatures. Agi
Creating and Managing Project Categories in AgiledIntroduction Project categories are a valuable tool for organizing your projects in Agiled. They can streamline your workflow and improve your automation proces
How to use Initials Widget in DocsIntroduction In this video, we'll show you how to use the Initials Widget in Agiled Docs for contracts and proposals. The Initials Widget allows you to capture
Adding files to a TaskHow to add files to a task? Want to add files to a task? By following these simple steps you can easily add files to a task. 1. First of all go to the sidebar
How to schedule a meeting for a Contact/Account?Video tutorial on how to schedule a meeting for a contact/account When you work with clients, leads, or prospects, you might have to schedule meetings with them
How to use Pricing Table Widget in Agiled DocsIntroduction This tutorial will demonstrate how to add a pricing table to your Agiled contracts and proposals. The pricing table is a useful feature that allows
How to edit an Account in CRMIt is very simple to edit an account in CRM. Follow the steps given below: 1. Click on 'CRM' and go to 'Accounts' on the toolbar. 2. You will find a list of ac
How to track time in AgiledTime Tracking is very important to keep yourself updated with the activities of your employees. It includes the time logs, date, and total working hours. If yo
How to create a new deal?Video Tutorial on how to create a new deal Don't know how to create a new deal? Deals are sales opportunities that generate business for an organization. Deals
How to create and use Project TemplatesIntroduction In Agiled, you can leverage project templates for increased efficiency, especially when dealing with similar types of projects, such as web develop
How to Self Sign a Doc in AgiledIntroduction: This tutorial will demonstrate how to self-sign a document in Agiled. This feature allows you to add your signature to a contract or proposal, pro
Creating a new TaskHow to create a new task? Want to create a new task but don't know how? We will show you how you can create a new task just by following these simple steps: 1.
How to add a task for Account?Video tutorial on how to add a task for an account? In Agiled, you can add tasks to the CRM Account. Tasks are a way to create a to-do list about an Account in
How to add CRM SourceYou can add CRM Source in just a few minutes by following these steps: 1. Go to the 'Settings' on the toolbar. 2. Click on 'CRM Settings.' 3. Enter CRM Source
How to create a Questionnaire Using Agiled FormsIntroduction Agiled forms offer a versatile way to create questionnaires for your clients, leads, or audience. This guide walks you through the process of setti
Creating a Billable TaskHow to create a billable task? We are here to help you out in order to create a billable task. Follow the given simple step by step guide: 1. First of all go to
How to delete an Event Type in AgiledIntroduction Hello everyone! In this video tutorial, I'm going to walk you through the steps to delete an event type in Agiled. There might be instances when yo
How to send an estimateFollow these steps for sending an Estimate: 1. Go to the 'Finance', click on 'Estimate.' 2. It will take you to the list of Estimates. Select the estimate you
Creating a Dependent TaskHow to create a dependent task? In order to create a dependent task follow these simple steps given below. 1. First of all go to the sidebar menu and click on t
How to add ticket agents?Follow these simple steps in order to add ticket agents: 1. First of all go to the sidebar menu and click on the "Tickets" category. . 2. Once the Tickets page
How to send payment reminder for an invoiceSending a payment reminder is an important part of a business. You need to send payment reminders to get paid faster. Here are the steps you can follow to send
Managing Designations/ PositionsHow to create a Designation in Agiled? Designations are positions or job titles in your company which you can assign to your team like CMO, CFO, Senior Develope
How to delete an invoiceIn order to delete an invoice you need to follow these steps: 1. Go to the 'Finance' in the toolbar, then open 'Invoices.' 2. A list of invoices will open in fr
How to add CRM StageYou can add CRM Stage in just a few minutes by following these steps: 1. Go to the 'Settings' on the toolbar. 2. Click on 'CRM Settings.' 3. Enter CRM Stage an
How to create a new Ticket?We will help you out to create a new ticket with these simple steps: 1. First of all look at the sidebar menu and click on the "Tickets" category. .2. Now click
How to save Doc as a TemplateHere is a video tutorial on saving doc as a template. Introduction: This tutorial will show you how to save a document as a template in Agiled Docs. This featu
How to Share Public Link of an Event Type in AgiledIntroduction Agiled allows you to share an event type with your audience, clients, contacts, or leads so that they can book a meeting with you. You can share th
Cancelling a Scheduled Event or Meeting in AgiledIntroduction Welcome, in this video tutorial, I'll be walking you through the process of cancelling a scheduled event or meeting in Agiled, an all-in-one busine
How to automatically send an email on Invoice PaymentIntroduction Agiled's Automation feature allows you to automate tasks, such as sending a thank-you email when a client pays an invoice. This guide will walk you
How to convert a contact to a clientVideo tutorial on how to convert a contact to a client In Agiled, you can convert your contacts into clients to send them invoices, estimates, collaborate with
Creating a New Invoice in AgiledIntroduction Hello everyone! In today's video, we're going to learn how to create a new invoice in Agiled. This process is important for managing and documentin
How to add multiple clients to a project?Introduction When working on projects that involve multiple individuals from the same company or account, Agiled allows you to add all these individuals to the
How to download a doc in AgiledIntroduction In this tutorial, we'll show you how to download a contract or proposal you created in Agiled as a PDF file. We'll also be able to show how your cl
How to Export Form Submissions in AgiledIntroduction Agiled offers a straightforward way to export form submissions, facilitating data usage across various platforms. You can export data in CSV or XLS
How to Create and Customize a Questionnaire FormSure, based on the provided transcript, I'll create the documentation for creating a questionnaire using the Agiled app. --- Creating a Questionnaire Using Agil
How to duplicate a page in Agiled DocsIntroduction: This tutorial will show you how to duplicate a page in Agiled Docs. This can be useful when you want to create a similar page with minor changes o
How to share forms with your audience.Introduction Sharing your forms with your audience is a crucial step in data collection in Agiled. There are two methods you can use to share your forms - direc
How to use select field in Agiled DocsIntroduction In this guide, we will demonstrate how to add a select field or dropdown to your contracts or proposals in Agiled. By incorporating select fields,
Recording An ExpenseHow to record/create an expense? To record/create/add an expense in Agiled go to Finance - Expenses and click on Add button. It will take you to add expense pa
Converting Estimate To InvoiceHow to convert an estimate to an invoice? Converting an estimate to invoice manually can be exhausting. Agiled gives you ability to instantly convert your estim
How to log E-mail for an Account?Can't log email for an Account? No problem! Just follow the given simple steps and you will be able to log email for your account. 1. The first step is to login
How to manage recipients in Agiled DocsIntroduction: This tutorial will show you how to manage recipients in Agiled Docs. You are not limited to just one recipient for your contracts or proposals. Th
How to create an EventFor creating an event, follow the steps below: 1. Go to the 'Scheduling' on the toolbar and click on the "Events". 2. Click on 'Create Event' present at the top
How to add new ticket channel?Follow these simple steps in order to add a new ticket channel: 1. First of all go to the sidebar menu and click on the "Tickets" category. . 2. Once the Ticket
How to delete a pageIntroduction: In this tutorial, we will guide you through deleting unwanted pages from your documents in Agiled Docs. This can help you keep your contracts, pro
How to add a Follow Up for a Contact?Video Tutorial on how to add a follow-up for a contact Following up with your leads and contacts is very important and Agiled gives you an easy way to do that.
How to add ticket types?Follow these simple steps in order to add ticket types: 1. First of all go to the sidebar menu and click on the "Tickets" category. . 2. Once the Tickets page o
How to use Image widget in docsIntroduction In this tutorial, we'll show you how to use the image widget in Agiled Docs to add images to your contracts or proposals. We'll also explore the di
How to use Input fields in Agiled DocsIntroduction In this tutorial, we will demonstrate how to use input fields in Agiled docs. Input fields can collect information from your recipients, such as th
How to use Date widget in DocsIntroduction In this tutorial, we'll show you how to add a date widget to your Agiled documents, allowing recipients to select a date when they sign the documen
How to create Product Plan for Subscription?Please watch the video below to create a product plan for a subscription.

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