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How To Modernize Engineering Workflows with Nifty
How To Modernize Engineering Workflows with Nifty

Here’s a comprehensive guide on how to set up Nifty to modernize your engineering workflows.

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Written by Team
Updated this week

Engineering teams often face challenges in managing complex projects, keeping track of bugs and issues, and ensuring real-time collaboration among developers, QA testers, and project managers. To modernize your engineering workflow, you need a single, streamlined platform that replaces fragmented tools, fosters collaboration, and delivers real-time insights.

Nifty provides exactly that—a unified workspace to plan, track, and manage engineering projects with ease. By using Nifty, you can leverage real-time progress tracking with Milestones, customize development workflows using if/then rules, and manage bugs, issues, and changes all in one place.

Step-by-Step Guide to Engineering Workflows in Nifty

1. Set Up a Centralized Engineering Workspace

Nifty organizes your initiatives into portfolios and projects to facilitate access to essential information.

  • Create a new workspace in Nifty specifically for your engineering team. This will be the central hub where your team manages all development projects, tasks, issues, bug tracking, and product releases.

  • Break down your engineering efforts into specific projects, such as "Product Roadmap," "Bug Tracking," and "Mobile Development". These projects can be organized into portfolios for organization and access control.

2. Real-Time Progress Reporting with Milestones

Nifty’s Milestone tracking provides real-time progress updates on key engineering tasks, sprints, and product releases. No more manual reporting or guessing where your team stands—everything is updated automatically as tasks are completed.

  • Use Milestones in Nifty to structure the major phases of your development cycle. These can include stages like "Sprint (number)," "Feature (X) Development," "QA Testing," and "Release."

  • Milestones are Task Lists that are shared to a project's Roadmap to improve visibility and tracking.

  • As tasks are completed, Nifty will automatically update Milestone progress, allowing you to see real-time progress reporting at a glance. This ensures that your team is always aware of how close you are to hitting key project milestones, such as the end of a sprint or the next product release.

3. Development Workflows with If/Then Rules

Tailor your workflow to your engineering team’s needs with if/then automations. Automate repetitive processes like task assignments, notifications, and task transitions, freeing up more time for actual development work.

  • Set up custom workflows for your engineering processes using Nifty’s if/then rules. These rules automate task management and communication, allowing your team to focus on development without constantly worrying about administrative work.

  • For example, you can create a rule that updates a task's due date once it is moved into the QA status, ensuring time is allotted for appropriate testing and feedback.

  • Automations like this ensure that tasks flow smoothly through your custom development process without the need for manual intervention.

4. Manage Issues, Bugs, and Changes in One Place

Use Nifty’s task management system to centralize bug tracking and issue resolution. With the ability to assign tasks, track priority and severity, and collaborate directly within tasks, Nifty ensures that no issue falls through the cracks.

  • Use Nifty’s Task Management system to manage issues and bug tracking directly within your engineering projects. Create tasks for each bug or issue, and assign them to the appropriate team member.

  • Use statuses and tags to track bug priority, severity, and status, ensuring that your team can quickly identify and address the most critical issues.

  • Combine this with Nifty’s file storage and documentation features to attach relevant code snippets, screenshots, or test results to each bug, streamlining communication and resolution.

5. Integrate Nifty with GitHub or GitLab for Two-way Workflows

Nifty’s two-way GitHub integration keeps your code and tasks in sync, ensuring that developers can stay focused on writing code while automatically updating task statuses based on GitHub activity.

  • If your team uses GitHub or GitLab for code management, you can integrate your repository with Nifty for a seamless development workflow. This two-way integration allows you to automatically trigger actions in Nifty (like updating task statuses) based on GitHub orGitLab activity, such as pull requests or code commits.

  • Developers can also view and manage their tasks directly from GitHub or GitLab, ensuring that everyone is working from a single source of truth, whether they're managing code or tracking tasks.

Learn more about integrating GitHub or GitLab with Nifty

6. Centralized Collaboration for Engineers and Stakeholders

Keep all your engineering team’s communication in one place with Nifty’s built-in messaging and video conferencing features. No need to rely on multiple tools—everything happens within Nifty for easier collaboration and quicker problem-solving

  • Nifty’s built-in instant messaging and one-click video meetings allow your engineering team to collaborate without leaving the platform. Keep all communication in one place, reducing the need for fragmented tools like Slack or Zoom.

  • Invite other stakeholders (e.g., product managers or QA teams) into the workspace to ensure smooth collaboration across departments, keeping everyone aligned on goals and progress.

7. Use Docs and Project Embeds for Engineering Documentation

Keep your engineering documentation, product specs, and code repositories in one place with Nifty Docs and Project Embeds. This ensures that your team always has the information they need right where they need it.

  • Use Nifty Docs or integrate Google Docs to store technical documentation, product specifications, and development guidelines in the same workspace where you manage tasks.

  • With Project Embeds, you can embed live documents, diagrams, or code repositories directly into your Nifty projects for easy access, ensuring that your team always has the right information on hand.

Learn more about Docs and Custom Embeds

Why Use Nifty To Manage your Engineering Workflow?

Managing your engineering workflow with Nifty provides a complete solution to fragmented tools, disjointed communication, and slow progress tracking. By centralizing task management, bug tracking, documentation, and real-time progress reporting all in one place, Nifty empowers your engineering team to focus on building great products without the friction of managing multiple platforms.

With features like custom workflows, real-time reporting, and seamless GitHub integration, Nifty is the ideal platform to streamline and accelerate your engineering processes.

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