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
The Work Hub offers quick actions that let you manage workitems directly from the board without opening the full details view. This article covers the following actions: Right-click actions on the Board Move All Cards to Another Column Archive All Cards Card Options (three-dot menu on a card) Mark As Done Add Spillover Card Move […]
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 […]
