Team and Project Structure

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

Create Custom Roles with fine-tailored permissions to personalize your account's workflow experience.

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 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

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

Using Custom Project Views with Embeds

Embed public-share URLs into your project to bring cross-tool 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 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

Import your projects and data into Nifty and start right from where you left off.

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, freelancers, vendors, or contractors to your projects.

Written by Team
Updated over a week ago