Getting Started

Getting Started with Tasks

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 […]

Quick Actions (right-click) on Execution Board

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 […]

Getting to Know the Notifications Features

In this article, we will help you understand how to get started with the Notifications feature. Skip Ahead to: Overview Navigation Show all Notifications Anatomy of Notification Video Reference Overview Notifications alert you to significant events that require your urgent attention, in the project in which you are a team member. You can set notifications […]

Revisit the Training Cards Details

This article includes information on the training cards that we provide to new users after signing in for the first time on the Execution Board. Skip Ahead to: Training Card1: Familiarize yourself with Execution Board Training Card2: Learn to Add a Workitem Training Card3: Learn to Assign a workitem to a User Training Card4: Learn […]

Getting to know Nimble’s Outcome Driven Analytics

In this article, we will help you understand how to get started with the Analytics feature. Skip Ahead to: Overview Navigation Video Reference 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 […]

How to Quickly Invite/Add User

In this article, we will help you understand how to add or invite a user to the enterprise. Skip Ahead to: Overview Navigation Steps to Invite a User Video Reference 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 […]

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

In this article, we will help you to get familiar with the User interface of Nimble. Skip Ahead to: Overview Terminologies for the Key UI Elements Video Reference Overview The application’s user interface is carefully designed to give you a rich user experience. It has a structured layout organized into key functional areas that make […]

Social Collaboration at Nimble Café

This article familiarizes you with Nimble Café and the multiple options available in it. Skip Ahead to: Overview Navigation Cover Page Steps to Add a Cover Photo How to Start a Discussion? Steps to Send Kudos Steps to Create a Workitem View Badges on Profile Picture Cards Needing Attention OKRs X Feed Video Reference Overview […]

Quickly Add a ToDo in Your Workitem

In this article, we will help you to understand how to quickly add a todo in your workitem. Skip Ahead to: Overview Navigation Steps to Add a ToDo File Time in a ToDo Video Reference Overview ToDos are certain activities of a Workitem. It empowers you to break down the bigger task into granular elements, […]