Nifty has a wide breadth of automations to help make your workflow operate as smoothly as possible. From automated reporting and assignments to a custom if/then automation builder, Nifty can do the heavy lifting as you focus on what makes your work unique!

Automating Progress Reporting with Milestones

Project Milestones chart the course of scope-driven projects or any initiative that has a bigger goal in mind. Tying tasks to these Milestones automates their progress visually with their exact percentage as those tasks are completed.

To learn more about mastering Milestones, visit our Automating Milestone Progress help article.

Automating Task Assignments based on Status

Automate assignments on incoming tasks, review steps, Client approvals, and more with our Status Automation. Anyone assigned to a specific Status will automatically be assigned to any tasks that enter that Status, and will be unassigned when the task is moved to a different Status.

To learn more about Status Assignments, visit our Status Automation help article.

Grouping Tasks By Automation

Grouping your task board by Assignees, Due Date, Milestone, or Tags will automatically apply the grouped parameter to any task that enters the grouping. This is a fantastic way to visualize your task board by project phase, priority, or more!

Custom If/Then Task Automations

Nifty's Automation Builder puts the power of customization in your hands to design the exact workflow to fit your needs. Autogenerate due dates, send messages, and more with this powerful yet intuitive automation builder.

To learn more about Status Assignments, visit our Task Automation Builder help article.

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