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.

A workspace in Nifty is structured as follows: Portfolios → Projects → Milestones → Tasks → Subtasks. You can belong to multiple workspaces and hold different roles within each one.

Portfolios are collections of projects that can be organized by team or department, such as Development Team, Marketing, Sales, Client Projects, or Back Office. You can assign team members to specific Portfolios to categorize and manage projects more effectively.

Note: Every workspace includes a default "General" Portfolio. This default Portfolio automatically includes every team member upon joining, though it can be renamed, removed, and members can be manually removed from the portfolio as well.

Learn More about Portfolios:

• Managing Portfolios

• Moving Projects across Portfolios

• Visualizing project status in your Portfolio Dashboard

Learn more about permissions:

• Inviting Team Members and Team Permissions

• How to Work with Guests in Nifty

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:

• Pre-made Project Templates

• Configuring the modules within a project

• Importing Projects

Projects are made up of modules, each offering specific functionality. While some modules are provided by default, you can customize them by using the "+" button next to the module names.

Here, you can tailor your project's modules to suit your specific needs. Want to disable the roadmap, rename Tasks to Tickets, reorder screens, or add a custom URL embed as a project view? No problem! You can do it all.

Learn more about Project Customization:

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

The Project Dashboard allows every user to customize widgets that integrate with the project's other modules, eliminating the need to navigate through various sections to stay updated.

Your Roadmap visualizes your Lists as Milestones — the high-level objectives of the project. These Milestones reflect progress based on the completion of the tasks associated with them.

Learn more about Roadmap:

• How Milestones Work

• Auto-mode vs Manual-mode Milestones

• Sharing Milestones as a URL

Tasks are individual objectives within a project. They can recur, have multiple assignees, or request input from Guests. Tasks are organized into Task Lists, which can be assigned to users. This assignment automatically applies to all current and future tasks within that list.

Learn more about Tasks:

• Automate Assignments with Task List Automation

• Control who can see what in Tasks and Milestones with the Hide feature

• Establish Custom Fields and track Task Budgets

• ...and more!

Project Discussions are the hub for communication and collaboration among team members and guests. They come equipped with a variety of features:

Additionally, you can create Docs and Tasks directly within your project discussions to streamline workflow and ensure everyone stays aligned.

Learn more about Discussions:

• How Discussions work

• Integrate Zoom to start and join calls from within Nifty

With Nifty Docs, you can:

Docs can be:

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:

• How Docs work

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 are the devices in Nifty that only members of your Team get access to with the exceptions of My Tasks and Overview.

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.

The Overview provides a centralized view of all the projects you're involved in. You can filter this view to gain insights into:

Guests will only see the projects they are part of in their Overview.

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

The Calendar offers two distinct views:

Both views are synchronized with a master filter, enabling you to control the scope of the projects you’re viewing.

My Tasks is a personal task management view similar to the Calendar List view but customized just for you.

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?

• iOS / iPad

• Android

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

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