Sometimes a workflow calls for some -- or even most -- of the content to be hidden from specific collaborators. Nifty's Hide functionality allows you who can see what within a project.
How Hide Works
By default, when a collaborator is invited to a project, they have access to all of the content in the Task and Roadmap screens of that project. In order to restrict content, a Hide must be applied to a role within the workspace.
For those who can see hide content, the Hide is indicated by an eye icon.
Assignments Override Hides
Assigning users to tasks that are hidden from their role overrides the hide. Below are various Hide scenarios that discuss what would be revealed:
Tasks that are assigned to a user who is of a hidden role will be given access to that task.
Other users of that role will not be able to see that task
All of a task's details (including subtasks) will be made visible
If the Task is in a List, Status, or Milestone hidden from that role, the respective entity will be made visible, but will not reveal any tasks that are not assigned to the user.
👉 When a user is unassigned from a task that would normally be hidden from them, they lose visibility into the (now hidden) task.
Enabling Hides
A Hide can be enabled in the following locations of a project:
An entire Module of the project (for example, the Tasks screen)
A List of tasks (Hides on the List also apply to the Milestone)
A Status of tasks
An individual Task
👉 When a List/Milestone or Status is hidden, so are all of the tasks within it.
👉 A Task or Roadmap public link will automatically hide information from the public view that is hidden from any role in the project.
Hiding an Entire Module
To Hide an entire module, start by accessing the + button next to the project's modules.
You can then select the Hide parameters on hover.
Hiding a List / Milestone
When your Task board is Grouped by: List you will see the Hide option via the dots menu.
Hiding a Status
When your Task board is Grouped by: Status you will see the Hide option via the dots menu.
Hiding an Individual Task
An individual task can be hidden through the eye icon when the task is open.
Who Can Hide Task Content
Task content in Nifty is hidden from a specific Role.
While any role within the Workspace can apply a Hide, content can only be hidden from roles of equal or lower permission level from the personal applying the Hide.
In the below example:
An Owner can Hide content from any Role.
A Member cannot apply a Hide for an Owner or Admin, but can Hide content from other Members, Guests, and Custom Roles (Client, SuperAdmin, & Teammate in this example).
Guests cannot apply any Hides as they are not workspace collaborators, rather are project-level collaborators.
Hide in Action
Below is an example of the Hide functionality in action.
This task is hidden from Members. Project collaborators of the Members role cannot see this task, but the other project member roles can see the task.
Once the task is assigned to Katie who is of the Member role, that task is now hidden from all Members except for Katie.
Some Ideas on how to Use Hides
There are various ways you can use Hides and assignment overrides to selectively control task visibility.
Hide Lists from roles who shouldn't have access to specific phases of a project.
Assign someone to a status to automatically grant them to a task when the time is right (great for review workflows).
Have a hidden and unhidden version of the same Task if you need to clarify details with a customer while keeping your internal collaboration private.