Nifty's AI Template Creator allows you to design an entire project workflow, including Lists, Statuses, and Tasks, using just a simple prompt. You can even make edits to the project before it’s created to ensure it aligns perfectly with your workflow.
Creating an AI Template
Start by creating a Project within your Workspace.
Creating Your Project from a Prompt
Within the AI Template option, enter a phrase that describes the type of project you want to create. Examples include:
Website creation for eCommerce
Email marketing drip campaign
Agile sprint management
Real estate transaction
Kitchen renovation
Corporate event
...or any other project you're looking to manage!
Note: You can also use detailed specifications documents as prompts. Feel free to paste your project outlines or functional specifications to instantly build out your project.
Once you’ve entered your prompt, select the Generate Preview button to proceed to the next step.
Previewing and Editing the Project Template
Once the preview is generated, you'll see the Lists (task groupings or phases), Statuses (steps in a task's lifecycle), and Tasks/Subtasks within the template.
👉 Check out this article to learn more about how Lists, Statuses, and Tasks work together to organize your workflow.
Customizing Your AI-Generated Project
While our AI is quite powerful, it's common to need some adjustments to better fit your specific workflow. You can click into the Lists, Statuses, and Tasks sections to edit their contents before the project is officially created.
Note: Everything in the preview can be updated after the project is created, so you don’t need to finalize all details immediately if you're eager to see your project in action.
If the preview doesn’t meet your needs, simply input a new phrase to generate a different project preview.
Editing Lists
Lists group tasks into relevant categories or phases. Clicking on the Lists box will display the autogenerated Lists and show the number of tasks in each.
You can edit the name of a List or delete it by using the options that appear on hover.
Feel free to customize and refine the project to best suit your needs!
Managing Tasks Within a List
Clicking on the Tasks dropdown within a List will expand the List to reveal the tasks it contains. Here’s what you can do:
Edit Tasks: Click the pencil icon that appears on hover to make changes to a task.
Delete Tasks: Use the delete option that appears on hover to remove a task entirely.
Add New Tasks: Add additional tasks to the List at this time.
This allows you to customize your Lists and Tasks to better fit your project needs.
Editing Tasks
When you edit a task, you can add more parameters and details to it before the project is created. This ensures that your tasks are fully customized and meet your project's specific requirements.
Expanding and Editing Subtasks
You can expand tasks to view and edit any subtasks associated with them. This allows for a more detailed breakdown and customization of your task workflow.
Adding and Adjusting Lists
If the template is missing Lists relevant to your project, you can create new Lists at the bottom of the screen. To adjust the order of Lists, you can easily do so after the project is created. Use the Back button to return to the previous screen if needed.
Using Statuses as Lists & Removing Lists
Some workflows may not require Lists, as everything is managed through Status updates. Examples include bug tracking, ticket management, and project requests. In such cases, you can customize your project using the on-hover tools.
Use Lists as Statuses: This option will automatically transfer the items from Lists to the Status column of the preview and remove the Lists from the preview entirely.
Below is an example of the project before using this function:
And here it is after the Lists have been converted to Statuses. You'll notice that the previous Statuses have been replaced by the Lists:
If the original preview included the appropriate Statuses but irrelevant Lists, you can simply Remove the Lists without converting them to Statuses, as shown here:
Editing Statuses
Statuses to use, we recommend starting with general phrases such as "To Do" and "In Progress". Depending on your industry or team, you may have more specific terms for task stages.
Tasks will automatically begin in the top Status (which is also the furthest left Status if you view your project in Kanban view). Note that Completed is a default Status in Nifty, so it is automatically included and cannot be removed.
You can edit or delete Statuses using the options available on hover.
Use the Back button to return to the previous screen.
Editing Tasks
Tasks are the individual steps within your workflow. Subtasks allow you to add more granularity to the main Task.
Tasks and subtasks can be edited in either the List or Statuses screen as well as within the Tasks section of the template. Use the Back button to return to the previous screen.
Creating & Saving Your Template
Now that your project template is ready to go, name your project at the top and select the Create Project option to get started on your workflow within Nifty!
Note that, once the project is created from our AI, it will automatically be saved as template to be used again in the future.