This article explains how Advanced Filters and Column Filters help you find and focus on relevant workitems. Skip Ahead to: Advanced Filter Column Filter Overview NimbleWork provides two ways to filter your workitem list views: Advanced Filters – Create and save named filters with one or more conditions using field names, data conditions, and values. […]

This article explains how to export and import workitems using Microsoft Excel. You will learn how to export workitems, make updates offline, and import the file back into the application to add, update, or close workitems. Skip Ahead to: Overview Steps to Export Workitems Steps to Import Workitems Overview Exporting workitems enables sharing files and […]

In this article, we will help you to understand how to close and reopen a closed workitem. Skip Ahead to: Overview Steps to Close a Workitem Steps to Reopen Workitems Undo and Redo Actions in Workitems Overview You can close a workitem before the workitem undergoes all stages in the workflow and closes automatically. Also, […]

In this article, we will help you to understand how to copy and delete a workitem. Skip Ahead to: Overview Steps to Copy a Workitem Steps to Delete Workitems Overview You can create a copy of the workitem, where the details of the workitem are copied along with the attachments except the linked cards. If […]

In this article, we will help you to understand how to add tags to a workitem. Skip Ahead to: Overview Steps to Add Tags to a Workitem View Tags on Work Hub Overview A workitem can be identified from the many fields, and the tag is one such field that can be used to sort […]

Overview There are modules that have some common features across the application. On hovering the mouse over these common icons available on most List views and Detail views of the workitem, the tool-tip describes the icon based on the workitem type selected. For example, Add Action Item, Delete Action Item, etc. for an Action Item […]

Start with the video first to get a better grasp of the topic! Skip Ahead to: Overview Adding a Workitem Common Tabs of a Workitem Adding a Workitem from the Left Panel Insert Rows to Add Multiple Workitems at Once Modifying a Workitem Overview A workitem can be added multiple times—provided the form is configured […]