Agilic® Learning Center
Free step-by-step training videos for the Agilic® platform. Whether you're a project manager setting up your first work package, a functional manager onboarding your team, or an admin configuring the client portal—these videos get you productive fast.
Videos are organized by topic and cover the full Agilic® feature set: project management, team management, work package planning, AI-assisted execution, and client portal configuration.
What You'll Learn
Agilic® covers the full lifecycle of enterprise project delivery. These training videos walk through the most important capabilities hands-on.
Project Management Fundamentals
Learn how Agilic® structures work using work packages, items, phases, and states. Understand the 4x effort management framework that tracks projects, teams, work types, and methodologies in one unified view.
Team Management & Onboarding
Add team members to your organization, assign them to functional teams, and give them access to the right work packages. Covers role-based permissions, capacity tracking, and workload balancing across concurrent projects.
Client Portal Setup
Share project status, milestones, and deliverables with clients through Agilic's client portal. Control exactly what clients see without giving them access to your internal planning or team discussions.
Work Package Planning & AI
Create work packages, define scope with objectives and WBS, and use the Agilic AI assistant to generate items from SOWs or requirements documents. Covers Waterfall, Agile, and hybrid methodology configurations.
Agilic® Fundamentals
Understand the core concepts behind Agilic®—how work packages, items, states, and the 4x effort management framework fit together. The right starting point for any new team member or project manager.
Agilic® Navigation
A guided tour of the Agilic® interface: dashboards, work package views, team management panels, and the AI assistant. Learn where everything lives so you can move fast from day one.
Add New Person to Org
Step-by-step walkthrough for onboarding a new team member into your Agilic® organization—setting their role, assigning them to functional teams, and giving them access to the right work packages.
Create New Work Package
Learn how to create a work package from scratch: define scope, set objectives, configure the methodology (Waterfall, Agile, or hybrid), and structure your WBS. Covers how to use Agilic AI to generate items from an SOW or requirements document.
Add Person to Work Package
Assign team members to a work package, allocate effort, and set responsibilities. Covers how the functional management dashboard reflects capacity changes when team members join or leave a work package.
Agilic® State vs Status
One of the most important distinctions in Agilic®: State is the system-tracked lifecycle position of a work item; Status is the team's human-readable health signal. Understanding both helps project managers surface real risk—not just activity.
Agilic® Label Types
Labels let you classify, filter, and report on work across teams and projects. This video covers all available label types, how to create custom labels for your organization, and how to use them to track cross-cutting concerns like compliance, priority, or client.
Need More Help?
Can't find what you're looking for? Our team is here to help you get the most out of Agilic®—from initial setup to advanced configurations.
Contact Support