To make the best use of Nifty, let's start with the basics: how a Workspace and its hierarchy work, and what the different features in Nifty do.
Note: Migrating from another platform? Our import tools make it seamless. See the Import Help Guide to bring over your projects, tasks, and data.
Nifty Workspace Hierarchy
A workspace in Nifty flows from broad collections down to a single step of work:
Workspace → Portfolio → Folder → Project → List → Task → Subtask
Portfolios
Portfolios are collections of projects, organized by team or department, such as Marketing, Product, Sales, Client Projects, or Back Office. Assign team members to a Portfolio to categorize and manage its projects together.
Portfolio Tips:
Creation: Only the Workspace Owner or Admins can create Portfolios.
Automatic Invitations: Portfolio members are automatically invited to every public project in that Portfolio.
Project Creation: Portfolio members can create projects within the Portfolio.
Limited Access: Someone invited to a single project inside a Portfolio (without being added to the Portfolio) will not see the Portfolio's other projects.
Guest Access: Guests invited to a project in a Portfolio only see that project. They cannot see any other data, including the Portfolio name.
Note: Every workspace includes a default "General" Portfolio that automatically includes every team member when they join. It can be renamed or removed, and members can be removed from it manually.
Learn More about Portfolios:
Default User Roles in Nifty
Owner:
The Owner is the only person who can manage billing.
Automatically invited to every project within the account.
Does not have access to Direct Messages between other team members.
Admins:
Can create Portfolios and Projects.
Able to invite other Team Members and Guests to collaborate.
Can promote other Team Members to Admins.
Team Members:
Can create projects.
Able to invite other Team Members and Guests to collaborate within their portfolios.
Guests:
Invited on a project level only.
Do not have access to Calendar, Workloads, Portfolios, or Direct Messages.
Do not count as seats on your subscription.
Custom Roles:
Tailor permissions and define specific actions for different users.
Group permissions into custom roles as needed. Learn more
Learn more about permissions:
Creating a Project
Creating a project gives you three options: start a new blank project, use our AI Project Builder to construct a project from a simple prompt or a full specifications document, or import an existing project from a CSV to create a new project.
Learn more about Project creation:
Project Modules
Projects are made up of modules, each offering specific functionality. Some modules are on by default; add/remove them with the "+Add View" button next to the module names.
Customizing Project Modules
Tailor a project's modules to your needs. Want to disable the Roadmap, rename Tasks to Tickets, reorder screens, or add a custom URL embed as a project view? You can do it all.
Learn more about Project Customization:
Building Your Workflow
Follow along as we build a project in under 8 minutes using our Tasks and Roadmap screens.
Dashboard
The Project Dashboard lets every user customize widgets that pull from the project's other modules, so you stay updated without jumping between sections.
Roadmap
Your Roadmap visualizes your Lists as Milestones: the high-level objectives of the project. Each Milestone reflects progress based on the completion of the tasks within it.
Learn more about Roadmap:
Tasks
Tasks are individual objectives within a project. They can recur, have multiple assignees, or request input from Guests. Tasks are organized into Lists (also called Task Lists), which can be assigned to users; the assignment applies to all current and future tasks in that list.
Learn more about Tasks:
Discussions
Project Discussions are the hub for team and guest communication. They include:
Threads: Organize conversations and keep discussions on track.
Pins: Highlight important messages or updates.
One-Click Meetings: Easily start Zoom or Webex meetings directly from the discussion.
You can also create Docs and Tasks directly within your project discussions to streamline workflow and ensure everyone stays aligned.
Learn more about Discussions:
Docs
With Nifty Docs, you can:
Create Collaborative Docs: Build and edit documents directly within Nifty.
Import Google Docs, Sheets, and Presentations: Bring your existing Google files into your project seamlessly.
Docs can be:
Attached to Tasks: Keep important documents linked to relevant tasks.
Launched in Discussions: Integrate docs into your discussions to centralize information.
Set your docs to Public or Private to control visibility and ensure that only the intended team members can access them.
Learn more about Docs:
Files
All files related to a project will be consolidated in the Files tab. Additionally, you can import files from your Google Drive or Dropbox directly into the project for easy access and management.
Workspace Tools
Workspace tools are the devices in Nifty that only members of your Team get access to with the exceptions of My Tasks and Overview.
Direct Messages
Direct Messages allow members of the team to engage in one-on-one or group chats that do not pertain to any specific project. You can even launch Zoom video calls from DMs. Guests cannot send or receive direct messages.
Cross-Project Overviews
The Overview provides a centralized view of all the projects you're involved in. You can filter this view to gain insights into:
Specific Portfolios
Projects
Milestones
Guests will only see the projects they are part of in their Overview.
Team Workloads
Track your teammates task volume, see open and completed tasks, and manage resources with the Workloads screen.
Calendar
The Calendar offers two distinct views:
Team View: Provides a comprehensive look at team deadlines at a glance.
List View: Allows you to filter projects based on deadlines, people, tags, and more, offering a detailed and customizable perspective.
Both views are synchronized with a master filter, enabling you to control the scope of the projects you’re viewing.
My Work
My Tasks is a personal task management view similar to the Calendar List view but customized just for you.
Calendar View: Syncs with your Google Calendar (GCal) or Outlook Calendar to display your events within Nifty.
Time: Shows the time you've tracked on tasks across Nifty, providing a comprehensive view of your time management.
Time Tracking
Members of the team can manually track time on tasks. Project Timesheets can be downloaded, and individual user's logged time can be found on their Profiles. Guests cannot Track Time.
FAQs
What counts towards my storage?
Files in a project count towards your storage limit. Team owners can view the team's storage limit in the Billing section of Team Settings. Archived projects still count towards your storage whereas Deleted projects do not.
Can a Team have two Owners?
There can only be one Owner on a Team; you may change the Team's Owner in the Billing section of Team Settings.
Do we have to use Direct Message?
Direct Messaging can be disabled by the Owner from the General section of Team Settings.
Can Guests Direct Message / do Guests count as a seat on my license?
Guests cannot Direct Message and do not count as a seat on your license.
How do I enable Google SSO for my Team?
The Team Owner can force their team to use Google SSO in the General section of Team Settings.
Can I rename my Workspace?
Workspaces can be renamed and given new URLs in the General section of Team Settings by the Team Owner.
How do I enable Dark Mode?
You'll see a switch for Dark Mode in the Account dropdown menu above Import Projects.
How do I enable Dark Mode on Mobile?
Mobile Dark Mode can only be enabled if your device supports a Dark Mode OS and has that OS enabled.
Where do I download Nifty Apps?
• Android
• Mac & Windows (must be manually approved and installed)
• Chrome Extension
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