Team and Project Structure

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

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

Use Nifty Workloads to balance team assignments and gather insights into your teammates work.

Written by Team
Updated over a week ago

Master Overview of Projects

Get a birds-eye view across all your projects, their progress, and current 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

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