As a digital agency, managing multiple projects, teams, clients, and timelines can be overwhelming. Nifty is here to simplify that complexity, helping you streamline workflows, foster team collaboration, and keep clients happy—all while boosting productivity.
Getting Started with Nifty: Initial Setup for Your Agency
1. Set Up Workspaces and Projects
Begin by organizing your projects within Nifty’s workspace. Each client or initiative can have its own dedicated project, which keeps tasks, timelines, and communication separate but easily accessible.
Create a new workspace: Set up a workspace for your agency and add your team members.
Create projects for clients: Each client gets their own project space. Within each project, you can track tasks, timelines, and communication seamlessly.
✨ Pro Tip: Personalize the project by customizing your project icons and colors for clear, client-specific branding.
2. Task Management & Turning Lists Into Milestones
Effective task management is crucial for digital agencies juggling multiple campaigns, deliverables, and deadlines. Nifty’s task management system lets you create detailed task lists, assign responsibilities, and track deadlines.
Task Lists: Start by adding tasks under lists that match your team’s workflows—like Design, Development, or Marketing.
Milestone Creation: Convert your task lists into milestones, giving you a clear view of key project phases. This enables automatic progress tracking based on task completion, ensuring your projects are on schedule.
✨ Pro Tip: Milestones are perfect for visualizing major deliverables and reporting back to clients. Use milestones to offer transparency into the progress of key campaign stages.
3. Customizing Modules for Your Agency
Nifty’s modular platform allows you to tailor the interface to your team’s needs, hiding unnecessary features and enhancing focus.
Customize Project Modules: Turn on or off modules like Discussions, Docs, and Calendar depending on your workflow.
Personalize Views: Switch between Kanban, List, Calendar, or Timeline views to match your agency's task management style.
✨ Pro Tip: Customizing modules streamlines team collaboration, keeping everything relevant and simplifying project navigation.
4. Collaborating Through Discussions & Custom Embeds
Communication is key to thriving in any digital agency, and Nifty’s built-in discussion boards make it easy for your team and clients to stay on the same page.
Create Discussions: Use Discussions to keep project communication in one place, avoiding scattered emails or messages. Tag team members, attach files, and mention tasks directly within the discussion for a collaborative experience.
Add Custom Embeds: Embed external tools, reports, or live client dashboards directly within Nifty to make key information readily available within the platform.
✨ Pro Tip: By embedding custom reports or feedback forms, clients can interact with project updates directly through the Nifty interface.
5. Reporting, Client Portfolios, and Dashboards
Nifty’s built-in reporting tools ensure that you always have a comprehensive overview of project progress, workloads, and timelines. You can create client-specific dashboards for real-time updates.
Client Portfolios: Organize multiple client projects under one portfolio and generate high-level reports to give your clients a consolidated view of their projects.
Project Dashboards: Use colorful, visual dashboards to monitor task progress, completion rates, and workloads.
✨ Pro Tip: Impress clients with real-time reports that showcase project updates and transparent progress tracking.
Best Practices for Managing Digital Agency Projects on Nifty
Now that your workspace and projects are set up, here are some best practices for thriving as a digital agency on Nifty.
1. Centralize Client Communication
One of the biggest pain points for digital agencies is managing client communication. With Nifty, you can invite clients into projects and allow them to track progress, provide feedback, and collaborate with your team without constant email back-and-forth.
Create a client-facing project board and share it with your client. Set up clear milestones and deliverables to manage expectations.
Use Nifty’s discussions feature to keep communication transparent and organized.
2. Use Milestones to Track Progress
Agencies often work on multiple sprints or campaigns simultaneously. Nifty’s milestone feature is perfect for visualizing project progress and staying on top of timelines.
Set milestones for key project phases such as Design Approval, Development, Testing, and Launch.
Monitor progress in real-time visually with Gantt Charts and Milestone Tracking to stay on target.
3. Time Tracking for Efficiency
Billable hours are essential for most agencies. Nifty’s built-in time tracking allows your team to log hours directly into tasks, giving you an accurate picture of project time expenditure.
Use the time log feature on tasks to track hours.
Generate reports that show how time is being spent, helping you refine processes and improve efficiency.
4. Collaborate in Real-Time
With Nifty, your team can work together in real time. Task assignments, updates, and document sharing happen seamlessly, whether your team is in the same office or spread across the globe.
Use the real-time task management feature to see who’s working on what and keep projects moving smoothly.
Collaborate on files directly within Nifty using Google Drive, Dropbox, or the built-in document editor.
Showcase Your Agency’s Efficiency with Nifty’s Visual Reporting
Your clients want to see results, and with Nifty’s robust reporting features, you can visually showcase project progress.
Use the Project Overview to provide clients with a birds-eye view of project timelines, tasks, and milestones.
Progress Tracking allows clients to see where their project stands without constant status update meetings.
Take Your Agency to the Next Level with Nifty
Are you ready to take your digital agency to the next level? Nifty empowers you with all the tools needed to manage projects, collaborate with clients, and deliver exceptional results—faster and more efficiently than ever before.