Projects are the main collaboration entity within Nifty, and contain modules such as Tasks, Roadmaps, Discussions, Docs and more.
In order to create a project, you must be added to the portfolio in which you're looking to add a project.
Creating a New Project
There are three places within Nifty's interface a project can be created from:
The Create dropdown in the top right of the interface
The "+" button below the Project section of your sidebar
The "+" button on hover of a Portfolio that you're added to in your sidebar
All three creation points will take you to the Project Creation screen.
Project Creation Screen
The project creation screen allows you to choose many of the default parameters of the project, such as:
The project's name
The portfolio the project will exist in
The project's privacy
The default task view of the project
The initial modules of the project (not available when a Project is created from a template)
👉 Your project must be named and assigned to a portfolio before you can select Create Project.
Portfolio Selector
Portfolios are groupings of projects that automate invitations (more on this below) as well as cluster projects for reporting purposes.
Project Privacy Settings (Public vs. Private)
A Public project automatically invites all current and future members of the portfolio automatically into that project, whereas a Private project allows you to choose select team members to invite into that project, regardless of their access to the portfolio.
👉 A Public Project is not viewable by people outside of your Nifty Workspace. Learn more on how to share specific screens publicly.
Default Task View
Make sure all project shareholders are aligned by selecting the Default Task View. This setting determines the Task View that project members will see the first time the enter your project.
Project Module Customization
You can customize which modules will be visible in this project. You can alway adjust this later as well. Be sure to check out our Customizing Project Modules to learn more.
Other Ways to Create a Project
While the Blank option will appear as default, you have other options when it comes to creating projects:
Creating a project with AI (learn more)
Creating a project from a custom template (learn more)
Creating a project from a .CSV import (learn more)
Inviting Additional Collaborators to your Project
Once your project is created, portfolio members will be added automatically if your project is created as Public. You can add more collaborators to your project via the invite options in the project drop down menu or via the Members widget in your project's Dashboard screen.
