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Team and Project Structure
Team and Project Structure
25 articles in this collection
Written by
Team
Custom Field Rollups
Summarize Budget, Number, and Currency Custom Fields in Statuses, Roadmaps, and Project Dashboards with Rollups.
Written by
Team
Updated over a week ago
Customizing Project Avatars & Colors
Customize a Project's avatar or default color to color-code your projects for easier recognition and accessibility.
Written by
Team
Updated over a week ago
Maximizing your Project Home
Create a Project Outline, invite project members, track the Activity Log, and manage project modules all from a single screen.
Written by
Team
Updated over a week ago
Changing User Roles and removing users in Nifty
Adjust the Roles of your teammates and Guests within your workspace as well as remove members of your team
Written by
Team
Updated over a week ago
Download Completed Task Reports
View and download a report of completed Tasks, Tracked Time, and Story Points in Workloads
Written by
Team
Updated over a week ago
Team Structure
Custom Roles & Permissions
Take control over your permissions by creating custom roles to define who can do what in your workspace.
Written by
Team
Updated over a week ago
Custom User Tags
Apply custom tags to communicate information about members within the workspace.
Written by
Team
Updated over a week ago
My Tasks
My Tasks is the hub for all of your tasks!
Written by
Team
Updated over a week ago
Moving Projects between Portfolios
Relocate a project to a different portfolio
Written by
Team
Updated over a week ago
Transfer Workspace Ownership
Change who has the Workspace Owner role for your Workspace
Written by
Team
Updated over a week ago
Project Portfolios
Organize projects and assign teammates directly to portfolios
Written by
Team
Updated over a week ago
Team Workloads
Workloads help gather insights into who's working on what so you can effectively balance task assignments across members.
Written by
Team
Updated over a week ago
Master Overview of Projects
Get a birds-eye view across all your projects, milestones, tasks, and their progress with real-time status in one place.
Written by
Team
Updated over a week ago
Nifty Product Tour Video
Learn how to setup and structure your team on Nifty to maximize your productivity!
Written by
Team
Updated over a week ago
Inviting team members and structuring your team
Nifty works best when you're working with others!
Written by
Team
Updated over a week ago
Project Structure
Custom Project Views with Embeds
With Embed views, you can add custom apps and websites alongside your projects, tasks, and docs to bring cross-app workflows into Nifty.
Written by
Team
Updated over a week ago
Team and Personal Calendars
View all your team's tasks & deadlines using Team and My Calendar views
Written by
Team
Updated over a week ago
Creating Custom Project Templates
Save your existing project setup and reuse them when creating new projects to automate your workflows.
Written by
Team
Updated over a week ago
Project Customization
Disable specific project modules to fit your workflow needs.
Written by
Team
Updated over a week ago
Duplicating Projects
Duplicate your projects and preserve select data. Great for sprint organization or internal versions of projects!
Written by
Team
Updated over a week ago
Visualizing Project Status
Use your Project Tiles on a Portfolio screen to glean project insights.
Written by
Team
Updated over a week ago
Importing Projects into Nifty
Import your projects and data easily into Nifty and start right from where you left off, without missing a beat.
Written by
Team
Updated over a week ago
Pre-made Project Templates
We've created project templates to help you get started quickly.
Written by
Team
Updated over a week ago
Archiving and Un-Archiving Projects
Archiving and restoring projects
Written by
Team
Updated over a week ago
Creating a new Project
Create a new project with team members and guests
Written by
Team
Updated over a week ago