Posts tagged Updates
Check out the latest updates to Agility Blue

Our August Agility Blue update is now live, and we wanted to make sure you are kept in the loop on our latest developments. Check out the highlights from our August 2018 release:

What’s New?

Introducing Project Drafts: More Flexibility, More Control

Project Drafts are a special type of project that facilitates editing projects and tasks outside the active project pool. This allows projects to sit in a draft queue to await additional information. When ready, you can convert the draft to an active project and move it into your normal workflow.

New draft project.png

A draft can be specified when creating a new project, or an existing open project can be converted into a draft. In addition to creating drafts from within Agility Blue, drafts may also be created when an email is sent to the notify address. Drafts do not require a Matter to be specified when created and they are only found  the dashboard under the new "Drafts" tab. 

Notifications for drafts can be defined separately from active projects, so you may define a different set of people to receive notifications related to drafts.

project drafts.png

Other Updates

  • Notification badges have been added to the "My Projects" and "Project Drafts" dashboard tabs. A small red dot that indicates that a project exists in those tabs. When the projects are complete for the respective tabs, the indicator goes away.
  • A new field called "Source" has been added. This field allows a user to determine where a project was created (such as Agility Blue, the Project Portal, or from Email).
  • The Project Portal has been updated with the following enhancements:
    • 5 new metric panels have been added to give the reader a snapshot of their open projects. The project metrics are: Open, Due Today, Rush, Late, and Ongoing.
    • Projects and Tasks can now be edited after they've been assigned
    • A variety of interface enhancements have been added, including check marks and text strike-through to indicate closed projects/tasks and conditionally colored rows to highlight late projects.

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

Benjamin LegattUpdates
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
January 2018 Agility Blue update is now live!

Happy New Year! Check out what’s new in the latest Agility Blue update. New features, enhancements, bug fixes and more!

What's New?

New Features Update Experience

We’ve added a new experience for receiving and reviewing Agility Blue updates. When we update Agility Blue with new and noteworthy features, you will see this window automatically:

What's new.png

Conditional Field Logic

Forms and Form Fields have received some attention. Here are some highlights:

Conditional Properties section added to saved fields

Field conditions can be a powerful way to collect and present the necessary information for forms using conditional logic to control properties. Conditional logic means “If this condition is true, then change these properties”. Based on the values (or lack of values) that fields hold, conditions can be set to alter the requirement, visibility, or even the value of other fields.

Conditions are added to fields through the form editor.  Multiple conditions can be added to the same field and each condition is treated as an “OR” style connector. This is useful if you would like to, for example, make a field visible based on a particular requirement, but hide the field if that requirement is not true.

Field conditions.png

Account Details

User Accounts have the following updates within the “Home” area of Agility Blue:

  • Organization Admins can promote or demote users to the Organization Admin role. This is useful if an Organization Admin would like to give a user elevated permissions to allow them to create users on a temporary or permanent basis.

  • 2 new fields have been added: “First Login On” and “Last Login On”.

  • We made it is easier to identify Organization Admins within the Users list by showing an orange start next to their name.

New Settings

New Settings have been added to the Settings page:

  • Notifications: Moved from its own tab to the General Settings tab, controls whether or not the Workspace should generate email notifications.

  • Auto-Populate Requester: Automatically populates the Requester field with the Project creator if enabled. There must be a Contact with the same email address as the creator in order to function properly.

  • Require Project Due Date: Determines if the Due On field should be required or optional. Setting this to true will not allow Projects to be “Ongoing”.

  • Require Requester: Determines if the Requester field should be required or optional.

  • Check for Billing Entries Warning: Enables or disables a message that warns users if they try to close a Task that does not have any associated Billing Entries.

  • Require Task Due Date: Determines if the Due On field should be required or optional. Setting this to true will not allow Tasks to be “Ongoing”.

Other Updates

A variety of other updates and fixes:

  • Grid column picker now lists columns in alphabetical order instead of presentation order.

  • Task due dates can now be changed without having to edit the entire task. There is a new button on the task toolbar and within the task context settings menu.

  • “Create a New Form” has been added to the “New” drop down menu underneath “Create a New Contact”.

  • A mouse rollover effect has been added to the company brand image (Top left image) that states “Go Home”.

  • When a task link is clicked from the Tasks list or from the Open Tasks dashboard, the resulting task is now completely opened within the project details page.