We understand that switching project management tools can seem daunting, but our import tools are here to make the transition smooth and quick. Get started with Nifty in minutes without missing a beat on your projects!
If you run into any issues or need assistance with migration, our team is happy to help. Feel free to reach out via help chat or email us at team@niftypm.com.
Import Options
Importing from Teamwork (coming soon)
How to Access the Import Feature
There are three main ways to import data into Nifty.
Workspace-level Import
Importing Projects via the dropdown menu will bring projects from your existing solution into your Nifty Workspace.
How to do a Workspace-level import:
Select the dropdown tool next to your Workspace's name.
Choose Import Projects and select your desired method of import.
Portfolio-level Import
A Portfolio-level import allows you to specify the exact Portfolio that data is imported into.
How to do a Portfolio-level import:
Click on the Title of a Portfolio in your Workspace.
Choose Import Projects icon and select your desired method of import.
Project-level Import
You can import a .CSV or Trello data into an existing Project to add additional Tasks.
How to do a Project-level import:
Access the Tasks screen of a Project.
Click on the Share icon and choose you desired method of import between .CSV or Trello.