Team and Project Structure

Getting Started in Nifty

Nifty in a nutshell - a starter's guide

Written by Team
Updated yesterday

My Tasks and Calendar

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 Team Ownership

Change who has the Team Owner role for your team

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

Using Workloads to Balance Team Work

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

Written by Team
Updated over a week ago

Project Overview

Track cross-project statuses in your Project Overview

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

Team Calendar

View all your team's tasks & deadlines using Calendar and List views.

Written by Team
Updated over a week ago

Creating Custom Project Templates on Nifty

Save your existing project workflows and create templates that can be reused by the entire team to simplify for your daily work!

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

Tool import options and associated imported data

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

Guest Permissions in Nifty

Guests have reduced permissions as they are not included in your subscription

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

Working with Guests in Nifty (and Guest Permissions)

Invite clients, vendors, or contractors to your projects.

Written by Team
Updated over a week ago