Maximizing Your Project's Docs Section
Make the most out of your project's Docs section by creating and managing:
Standard Operating Procedures (SOPs)
Wiki Structures
Documentation
And More
Organizing Documents
While all documents in Nifty are tied to a project, it's important to determine the appropriate location based on the document's relevance and scope.
Workspace-Wide Documentation: Documents that are relevant across all projects and for the entire team, such as SOPs or a Company Wiki, should be stored in a central Project or Portfolio. For example, the General Portfolio is an ideal place for this type of documentation, ensuring that it is accessible to everyone on your team.
Project-Based Documentation: Documents that are specific to individual projects, such as project plans, meeting notes, or task-related documents, store them within the respective project. This keeps the information relevant and organized for each specific project's needs.
By organizing your documentation effectively, you ensure that all team members have access to the right information when they need it.
Tip: Consider disabling other project modules to highlight your documentation, making it more prominent and reducing the risk of redundant information. This approach provides a clear, centralized space for your team to easily find and access necessary information.
By keeping organization-wide documents together in a simple, easy to access space, you decrease the risk of informational redundancy and have a clear place where members of your company can proactively search for answers.
Project Documentation
For documentation specific to individual projects:
Project-Specific Docs: Keep documentation like Project Scope, Delivery Schedules, Deliverable Documentation, or Feature Specifications within the Docs section of the respective Project. This method integrates documentation directly with associated Tasks, ensuring that all relevant information is easily accessible and contextually linked to ongoing work.
By organizing documentation in this manner, you enhance accessibility and relevance, making it easier for team members to find the information they need. In these instances, you're likely to utilize other Project Views aside from just Docs.
Creating Wiki-style Docs in Nifty
Wiki-style docs allow you to add additional pages to the doc to keep information segmented. Once you've created a Nifty Doc, you'll find the ability to + Add a Page in the top left.
Once an additional Page is added, it will show on the lefthand side. You can drag and drop Pages to reorder them, and note that the +Add a Page button will be found below your existing pages.
Pages are titled based on the Header text at the top of the document.
While Header tags within a Page allow you to quickly navigate to a section within the Page, additional Pages allow you to build out the same document into a more immersive--yet segmented--resource.
Using Embeds to for Interactive Documents
Augment your Nifty Docs by embedding experiences from other tools via a share or public link.
Doing so allows you to pull in videos, diagrams, mood boards, and more to round out the content in your documentation. In the screenshot below, we can see a Miro board embedded in our document.
Sharing Documents as Public Links
If you want any of your documentation to be visible publicly, you can Share the document from within the option menu. You can always revoke this document at a later time!
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