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How Nifty Tasks Work
How Nifty Tasks Work

Create a tailored task journey by populating task details such as assignees and due dates, ensuring a smooth and efficient workflow.

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Written by Team
Updated over 3 months ago

Tasks help break your project into smaller, actionable, and accountable steps. A Task exists in both a List and a Status within a Project. You can create a Task in several ways:

Creating a Task

  • Within a Project: Create a Task from within a Status, at the top of your Task Board, or within a Milestone on your Roadmap.

  • Anywhere in Nifty: Use the + Create button at the top right of the screen to add a Task to any Project.

Once a Task is created, click on it to open and view its details.

The Anatomy of a Task

Top Bar Options

Top Bar Options

  • Task IDs: Displayed as SGN-1, this allows you to copy the Task ID and mention it in project discussions, chats, and comments for quick access.

  • Status Move / Complete: Indicates the current Status of the Task. Click on it to relocate the Task to a different Status or project.

  • Track Time: Click the play button to track the time spent on this Task. Note: Only one Task can be tracked at a time. Learn more about Time Tracking here.

  • Subscribe: Receive notifications when this Task is updated. You’re automatically subscribed to Tasks you create or are assigned to.

  • Hide: Control access to this Task for specific roles. Learn more about Hiding Tasks and Milestones here.

  • Expand: View the Task with two columns to see Comments alongside the Task Details.

Option Dot Menu Actions

  • Add Manual Time: Add time to the Task without using the Time Tracking widget.

  • View Time Log: See all tracked time entries for this Task.

  • Link Task: Create connections between this Task and another. Learn more about Linking Tasks here.

  • Duplicate: Duplicate the Task within the project, including all details, tags, and subtasks.

  • Save as Template: Save this Task layout for future use. Learn more about Task Templates here.

  • Copy Task URL: Copy and share this Task's URL within your Workspace.

  • Archive Task: Move the Task from an open Status to Archived Status.

Lower Row Options

  • Assignees: Assign users to this Task. Users assigned to subtasks are automatically assigned to the main Task.

  • Due Date: Set a deadline for the Task. Tasks not completed by their due date are considered overdue.

  • Tags: Use default Priority tags or create custom Tags. Tags help filter Tasks on a project's task board as well as in My and All Tasks.

  • List: Track the Task's progress within a List or Milestone.

  • Dependency: Lock the Task, preventing it from being moved or completed until another Task is finished.

  • Reminders: Set custom reminders for alerts via email, in-app, and push notifications.

  • Recurring: Set the Task to recur based on your specified parameters.

  • Start Date: Indicate when work on this Task should begin.

  • Story Points: Assign a predictive value to estimate how many days the Task will take. Story Points roll up on Milestones and projects as well.

With these features, Tasks can serve as detailed progress trackers, simple to-do lists, or anything in between!

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