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Getting Started in Nifty

Here's everything you need to know to get started right away.

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Written by Team
Updated over a week ago

To make the best use of Nifty, let's start by understanding the basics of how a Workspace and its hierarchy work and what the different features in Nifty are.

Nifty Workspace Hierarchy

A workspace in Nifty consists of Portfolios -> Projects -> Milestones -> Tasks -> Subtasks. You can be part of multiple workspaces with different roles in every workspace.


Portfolios are collections of projects that can have members of the team assigned to them to separate them by departments or teams. Example being Dev Team, Marketing, Sales, Clients Projects, or Back Office etc.

Portfolio Tips:

• Portfolios can only be created by Workspace Owner & Admins

• Portfolio members will be automatically invited to public projects of their Portfolio.

• Portfolio members can create projects within the portfolio.

• Members who are invited to a project in a Portfolio without being added to the portfolio itself, will not have access to other projects.

• Guests invited to a project within a Portfolio will not see any data outside of their project, including the portfolio name their project is in.

Note: Every workspace has a General portfolio by default which can be renamed but cannot deleted and automatically adds every member of the team to it unless manually removed from the portfolio.

Learn More about Portfolios:

Default User Roles in Nifty

Owner is the only one who can manage the Billing. The Owner is automatically invited to every Project within the account, though the Owner does not have access to the Direct Messages between other Team Members.

Admins can create Portfolios and Projects and invite other Team Members and Guests to collaborate. Admins can also promote other Team Members to Admins.

Team Members can create projects and can invite other Team Members and Guests to collaborate within their portfolios.

Guests are invited on a project level and do not have access to Calendar, Workloads, Portfolios, or Direct Messages. Guests do not count as seats on your subscription.

Custom Roles enable you to tailor permissions and define who can do what in your workspace and group them into a custom role. Learn more

Learn more about permissions:

Creating a Project

Creating a project gives you the option to choose a pre-made workflow template, import an existing project from CSV, or create from blank that you can save as a template later.

Learn more about Project creation:

Project Modules

Projects contain six interconnected modules by default: Dashboard, Roadmap, Tasks, Discussions, Docs, and Files. You can choose which of the modules should be enabled within your project with the Configure option during creation or using the menu dots after creation.

Building Your Workflow

Follow along as we build a project in under 8 minutes using our Tasks and Roadmap screens.


Project Dashboard gives every user to customize widgets with the project's other modules without having to flip through the project to get up to speed.


Your Roadmap graphs your Lists as Milestones -- the high-level objectives in the project -- that are reflect progress when the tasks tied to them are completed.

Learn more about Roadmap:


Tasks are the individual objectives within a project. They might recur, have multiple assignees, or request Guest input. Tasks are stored in Task Lists which can be assigned to a user or users to automatically assign them to all current and future tasks in that list.

Learn more about Tasks:


Project Discussions are where the team members and Guests of a Project can communicate and collaborate. Discussions are loaded with features such as Threads, Pins, and even one-click Zoom or Webex meetings, to make sure everyone is always on the same page. You can even create Docs and Tasks from inside your project Discussion!

Learn more about Discussions:


Create collaborative docs within Nifty with Nifty docs, as well as create or import Google Docs, Sheets, and Presentations in a project! Docs can be attached to Tasks and launched in Discussions to ensure they're central to your workflow. Docs can be Public or Private to ensure only those who should see them are able to.

Learn more about Docs:


A project's files will aggregate in the File tab of the project. You can even import select files from your GDrive or Dropbox storage.

Workspace Tools & FAQ

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

Overview shows all of the projects you're a part of in one place. You can filter your Overview to get insights on a specific Portfolio, Project, and its Milestones. Guests only have access to the projects they're a part of in the Overview.

Team Workloads

Track your teammates task volume, see open and completed tasks, and manage resources with the Workloads screen.


The Calendar has two views: Team and List. Calendar is a great way to see team deadlines at a glance, where as the List view is a powerful way to filter projects based on deadlines, people, tags, and more. Both views share a master filter to control the scope of the projects you're looking at.

My Work

You personal My Tasks is similar to the Calendar List view other than its just for you! My Tasks Calendar view can be synced with your GCal to view your events in Nifty, and Time shows the time you've tracked on tasks across Nifty.

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.


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?

Mac & Windows (must be manually approved and installed)
Chrome Extension

Got questions or feedback? Send us a message using Intercom.

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