Posts tagged Legal Project Management
Agility Blue Has Been Updated To The April 2018 Release!

What's New?

Task Form Reference Fields

A new Reference data type has been added to task forms. Reference fields allow you to select one or more values of a defined object while filling out a task form. This can be useful in situations where you would like to reference, for example, another project, a contact, or a user in Task instructions. When a referenced object is updated, the changes are reflected instantly across any field that references it.



Dialog Window Enhancements

  • Dialog windows now include a button that allows you to re-adjust the height of the window.
  • Add new objects on the fly from a dialog window. Object values that can be created this way include Clients, Contacts, Forms, Matters, Projects, and Tags.




Other Updates

  • A new Settings tab has been added for Media Log Entries for additional customization.
  • The Project Portal has been updated with the following enhancements:
    • Updated Icons and refreshed user interface.
    • Added the ability for users to upload attachments while creating tasks.
    • Task forms have been updated to respect conditional field logic.
    • Task forms have been updated to include the new Reference field type.

Contact us today to see Agility Blue in action, or to check out our latest updates and integrations.

Agility Blue Has Been Updated To The March 2018 Release!

What’s New?

  • Identity Service update: We now offer Single Sign-On with external identity providers that can be linked to your Agility Blue account that can be integrated with Google, Microsoft, or SAML2 providers such as Active Directory Federation Services and Okta. If you’re interested in learning how to link an external account to your Agility Blue account, please contact for assistance.

  • Icons have been refreshed.

  • Relativity Integration: Added OAuth2 option as an authentication method. Contact us if you need any assistance with setting up a Relativity OAuth2 client for Agility Blue to connect to. We highly recommend using the OAuth2 method, as it removes the need to supply Agility Blue with a Relativity username and password.

  • Added an “About” menu option to provide the current client version.

  • Added a new filter tile to the dashboard: Rush projects.

  • Fixed a UI bug where the light bulb icon did not show up when copying or cloning tasks that contain conditional fields.

  • Fixed a bug where trying to add a new form via the task toolbar button resulted in an error.

  • Fixed a bug that didn’t allow non-admins to see these notifications.

  • The vertical ellipsis menu has been changed to a “Hamburger” menu that now only shows list items (such as Contacts, Attachments, Billing Entries, etc.). The configuration items (such as Billing Types, Forms, Tags, etc) and settings have been moved to their own dedicated menu on the right next to the notifications menu.

Identity Service Options


Lists “Hamburger” Menu



Configuration and Settings Menu

Config menu.png