To get started with the Tasks, we recommend you to go through the following help information. Task Plan Overview How to Add a Task Plan Scheduling Type Working with Task Exploring Baseline and Milestone Tasks How to assign/unassign resources to a task How to customize the task plan view How to reschedule the task plan […]
Getting Started
Quick Actions (right-click) on Work Hub
Add Card To quickly add a card, right-click anywhere in the column (i.e. lane that indicates the current state of a workitem) to which you want to add. Select Add Card in the shortcut menu. In the card placeholder, enter the Card title and select the card type. Then, click ENTER to save the card on the board. On […]
Revisit the Training Cards Details
After onboarding, users receive a set of training cards on their Work Hub under the Training lane. These cards are designed to give you a quick jump-start in understanding and using Nimble effectively. If you’ve removed or deleted these cards, don’t worry—you can revisit the same information and training videos here at any time. Below […]
Getting to know Nimble’s Outcome Driven Analytics
Start with the video first to get a better grasp of the topic! Skip Ahead to: Overview Navigation Overview The Analytics represents the visual display of your data so that you can quickly get the information at a glance. You can plot multiple types of widgets per your requirements to see the graphical representation of […]
How to Quickly Invite/Add User
Start with the video first to get a better grasp of the topic! Skip Ahead to: Overview Navigation Steps to Invite a User Overview Once you have onboarded into the product, you will need team members to contribute to the project based on their roles and responsibilities. Navigation On Admin Level: On the left menu […]
How to Manage My Profile
In this article, we will help you to understand how to manage your profile from the user profile panel. Skip Ahead to: Overview Navigation Personal Information Skills & Proficiency Area of Interest Certifications Projects Overview The My Profile page contains basic information about you. You can update your personal information for organization and project requirements. […]
Getting Familiar with the User Interface of Nimble
Start with the video first to get a better grasp of the topic! Skip Ahead to: Overview Terminologies for the Key UI Elements Overview The application’s user interface is designed to give you a rich user experience. It has a structured layout organized into key functional areas that make the navigation intuitive, quick, and easy. […]
Social Collaboration at Nimble Café
Start with the video first to get a better grasp of the Nimble Café! Skip Ahead to: Overview Navigation Cover Page Steps to Add a Cover Photo Receive Notifications on Nimble Café How to Start a Discussion? Kudos Widget Steps to Send Kudos Steps to Create a Workitem Café Feed Filter Subscribe Forms Created through […]
Quickly Add a ToDo in Your Workitem
Start with the video first to get a better grasp of the topic! Skip Ahead to: Overview Navigation Steps to Add a ToDo File Time in a ToDo Overview ToDos are certain activities of a Workitem. It empowers you to break down the bigger task into granular elements, and then prioritize, collaborate, and deliver those […]
Quickly Add, Modify and Assign Owner to a Card/Workitem
Start with the video first to get a better grasp of the topic! Skip Ahead to: Add Workitem Modifying Attributes of a Workitem Assign Owner to a Workitem Add Workitem Workitems available on Work Hub indicate tasks that you keep on moving to the next column as you complete your work. You have multiple options […]
