September 2026

September 21, 2026

Save the table layout that works for you

Saved views now remember visible columns, column order, and column widths along with filters and sorting. Return to the layout you use for daily work without rebuilding it each time.

Richer notes and clearer record details

• Keep formatting in notes and task descriptions. Use the rich text editor for contact notes, ticket notes, and task descriptions so longer instructions stay readable.
• Review deal values at a glance. Deal amounts and probability percentages are displayed more clearly, and probability can be edited from the table.
• See task changes immediately. Updated status and assignee selections appear without waiting for the whole view to refresh.
• Complete teammate details in one place. Edit emergency contacts and bank or payment-reference details from the teammate form.

September 19, 2026

Follow leads on a board

View leads by their Lead Status and move them between stages as qualification progresses. Keep early conversations organized before they become deals.

Add contacts with less repetition

Choose an existing tag or create one while adding a contact, and include an initial note without opening the record again. Country selection is more consistent across contacts, accounts, and workspace settings.

Add a contact

See task structure and ownership more clearly

Subtasks are visually distinguished in project lists, making the task hierarchy easier to scan. Assignee choices also update immediately when you select a teammate or AI worker.

September 16, 2026

Find your way around the workspace more easily

• Discover available modules in the sidebar. Modules stay visible when a plan upgrade is needed, with a clearer explanation of how to access them.
• Let invited teammates reach their dashboard. Workspace-owner setup checks no longer prevent invited teammates from opening their dashboard.
• Search your workspace reliably. Fixed a failure that could interrupt global search and improved search handling for language settings.

September 15, 2026

Clearer feedback and more consistent times

Validation messages explain which information needs attention when a form cannot be saved. Fixed time-zone handling that could make the same activity appear at different times across screens.

September 11, 2026

Plan across projects with a company timeline

See multiple projects together in a Gantt timeline. Filter the projects you want to review, expand their tasks, and adjust dates from the timeline to spot overlaps and plan upcoming work.

The compact layout makes it easier to compare schedules without opening each project separately.

Import invoices and expenses from files

Upload supported documents, images, or spreadsheets and review the extracted details before creating invoice or expense records. Keep control of the final records while spending less time retyping amounts, dates, and line items.

The review flow checks for duplicate receipts and preserves payment information found in spreadsheets. A separate CSV import option is also available for expenses when your data is already organized in rows.

Document imports use AI credits. Expense CSV imports do not use AI credits.

September 6, 2026

Turn an AI conversation into work you can review

Agiled AI brings Chat, Work, and Workers together. Ask for help in a conversation, hand off a supported assignment, and return to its progress and deliverables from the same place.

Attach source files for tasks such as preparing a document or organizing a spreadsheet. Review the result, request a revision, and download the finished files. Actions that need your approval continue to ask for it.

Connect AI workers to project tasks

Assign supported task work to an AI worker and review its progress and output in Work. Simpler setup helps you give the worker the context it needs, while task links keep the assignment connected to the rest of the project.

Pick up previous conversations more easily

Recent AI conversations appear in the sidebar, and each conversation has its own link. Return to an earlier discussion or start a fresh one without losing track of the work attached to it.

September 5, 2026

Complete setup without an unnecessary access error

Fixed an issue that could leave a newly created workspace using outdated sign-in information during onboarding. Setup can continue with the correct workspace context.

September 4, 2026

Quality of life: get to tasks sooner

The task list appears before supporting choices finish loading, so you can see your work sooner. Task controls stay in place while the page loads, and returning to a recently visited page keeps more of its existing view ready.

Scheduling pages also do less work before showing their initial content.

September 3, 2026

Quality of life: steadier navigation

The sidebar and workspace header stay in place when you change pages. CRM pages show their destination layout sooner, and dashboard widgets load independently so one slower section does not hold up the whole dashboard.

September 2, 2026

Quality of life: fewer interruptions between pages

Navigation reuses more of the information already loaded for your workspace. Project lists remain visible while a project opens, and refreshing data causes fewer blank screens and unnecessary reloads.

New tasks also appear immediately in the project where you created them. Dialog widths and the booking embed preview have been corrected so their controls fit more comfortably.