Onboarding effort — found from sitemap — Nifty

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Facts read from this source

• Workspace hierarchy Report an error

  “Workspace → Portfolio → Folder → Project → List → Task → Subtask”

• Portfolios Report an error

  “Portfolios are collections of projects, organized by team or department, such as Marketing, Product, Sales, Client Projects, or Back Office. Assign team members to a Portfolio to categorize and manage its projects together.”

• Role owner Report an error

  “The Owner is the only person who can manage billing. Automatically invited to every project within the account. Does not have access to Direct Messages between other team members.”

• Role admin Report an error

  “Can create Portfolios and Projects. Able to invite other Team Members and Guests to collaborate. Can promote other Team Members to Admins.”

• Role guest Report an error

  “Invited on a project level only. Do not have access to Calendar, Workloads, Portfolios, or Direct Messages. Do not count as seats on your subscription.”

• Custom roles Report an error

  “Tailor permissions and define specific actions for different users. Group permissions into custom roles as needed.”

• Project creation Report an error

  “start a new blank project, use our AI Project Builder to construct a project from a simple prompt or a full specifications document, or import an existing project from a CSV to create a new project”

• Module customization Report an error

  “Want to disable the Roadmap, rename Tasks to Tickets, reorder screens, or add a custom URL embed as a project view? You can do it all.”

• Dashboard Report an error

  “The Project Dashboard lets every user customize widgets that pull from the project's other modules”

• Roadmap Report an error

  “Your Roadmap visualizes your Lists as Milestones: the high-level objectives of the project. Each Milestone reflects progress based on the completion of the tasks within it.”

• Tasks Report an error

  “Tasks are individual objectives within a project. They can recur, have multiple assignees, or request input from Guests.”

• Discussions Report an error

  “One-Click Meetings: Easily start Zoom or Webex meetings directly from the discussion.”

• Docs Report an error

  “Import Google Docs, Sheets, and Presentations: Bring your existing Google files into your project seamlessly.”

• Files Report an error

  “Additionally, you can import files from your Google Drive or Dropbox directly into the project for easy access and management.”

• Direct messages Report an error

  “Direct Messages allow members of the team to engage in one-on-one or group chats that do not pertain to any specific project. You can even launch Zoom video calls from DMs. Guests cannot send or receive direct messages.”

• Overview Report an error

  “The Overview provides a centralized view of all the projects you're involved in. You can filter this view to gain insights into: Specific Portfolios Projects Milestones”

• Workloads Report an error

  “Track your teammates task volume, see open and completed tasks, and manage resources with the Workloads screen.”

• Calendar Report an error

  “Team View: Provides a comprehensive look at team deadlines at a glance. List View: Allows you to filter projects based on deadlines, people, tags, and more”

• My work Report an error

  “My Tasks is a personal task management view similar to the Calendar List view but customized just for you. Calendar View: Syncs with your Google Calendar (GCal) or Outlook Calendar to display your events within Nifty.”

• Time tracking Report an error

  “Members of the team can manually track time on tasks. Project Timesheets can be downloaded, and individual user's logged time can be found on their Profiles. Guests cannot Track Time.”

• Storage counting Report an error

  “Files in a project count towards your storage limit. Team owners can view the team's storage limit in the Billing section of Team Settings. Archived projects still count towards your storage whereas Deleted projects do not.”

• Apps Report an error

  “• iOS / iPad • Android • Mac & Windows (must be manually approved and installed) • Chrome Extension”

• Import tools Report an error

  “Note: Migrating from another platform? Our import tools make it seamless. See the Import Help Guide to bring over your projects, tasks, and data.”

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