Action is the step you want to take in a Workflow. In other words, an action is what you want your workflow to do.
For example, sending an email to a client is the action if you want to send an email to a client.
You can add as many actions as you want in a Workflow.
Here is a list of actions available in Agiled.
This action sends an email to the contacts assigned to a project. You can write the email in the email editor and add the merge tags.
To set it up
Here are some common uses of Send Email Action
This action sends the primary invoice of the project to the assigned client.
To set it up
Send invoice is used to send the primary invoice of the project to the client so you can get paid on time.
Add invoice creates an invoice for the project similar to another invoice.
To set it up
Add invoice is used to create invoices automatically for the project.
Apply project applies the profile of the select project.
To set it up
Apply project is commonly used to apply project profile to a project.
Archive project archives the current project in Agiled. After the project is archived, it no longer shows in Active projects. You can find the archived project in Archived projects list.
To set Archive Project Action
Archive project is used to archive projects that are no longer active. Most common use of Archive project is with the trigger “After project end date” where you can choose to archive the project after a certain period has passed after the project end date.
Change project status action changes the status of the project to the newly selected status by you.
To set it up
Common uses of the change project status are
Send form action sends the selected form to the client so they can fill it out.
To set Send form
Send form action is commonly used to
Send contract action sends the Project Contract to the client.
To set up Send Contract
Common uses of send contract are
Send proposal action sends the project proposal to the assigned client of the project.
To set up send proposal
Common uses of Send Proposal are
Send estimate action sends the project estimate to the primary client of the project.
To set up Send Estimate action
Common uses of Send Estimate action are
Activate portal action activates the portal access for the primary client of the project.
To set up Activate Portal action
Common uses of Activate Portal actions include.
Deactivate the portal deactivates access to the client portal for a client.
To set this action
Common uses of Deactivate Portal include
Since multiple workflows can be applied to a project, this action can be used to start another workflow inside a project.
To set it up
Please note that the workflow you choose should be added in the project.
Since you can start another workflow using this action, there are limitless possibilities for this action.
This action can be used to pause the current workflow.
To set it up
You can use this action to pause the workflow like if the project status is changed to on hold, you can pause the execution of the workflow while the project is on hold.
This action holds any other action till the trigger is fired. You can use this action when you want to make sure that no further action is taken until the trigger is fired.
To set it up
You can use this action multiple times when you need certain things completed before the workflow can proceed further.
For example, you can add 2 or 3 Hold Action Until actions in the workflow for an invoice paid, contract signed, proposal signed, and then use the trigger “All previous actions complete” with any other action. In this scenario, you want to ensure that the invoice is paid, the contract is signed, and the proposal is signed.
So this is the list of all the actions available right now in Agiled. This list will evolve with time, and we will keep updating this document.
Workflow is a series of automated steps like sending an invoice, form, or email. Agiled will run all the steps for you when you apply a Workflow to a Project.
A workflow can help you replicate and automate your business process in Agiled. A workflow is a powerful tool that can help you automate your entire business.
A trigger is a specific event that causes an action to run in a workflow. When you are building a workflow and adding an action to the workflow, you must decid
Introduction Workflows can be a game-changer when it comes to project management. They allow you to automate and streamline tasks, making your work more efficie