To get started with the Tasks, we recommend you to go through the following help information.
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 view
- Administration
- AI Capabilities
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Analytics
- OKR Analytics
- Analytics Category Based Help Pages
- My Analytics
- Donut Chart
- Funnel Chart
- Default Analytics Pages for Project Types
- Creating a Chart or Widget with Analytics Builder
- Team Map
- Schedule Deviation
- Effort Deviation
- Effort Tracker
- Pivot Table
- Dual Y Axis Chart
- Group Bar Chart
- Horizontal Bar Chart
- Line Chart
- Vertical Bar Chart
- Spider Chart
- Group Stack Bar Chart
- Stacked Area Chart
- Vertical Stacked Bar Chart
- Pie Chart
- Tile
- Heat Map
- Dual Axis Bar Line Graph
- Analytics: Widget Activities
- Analytics: Page Activities
- Time Lost To Blocking
- Throughput
- Flow Efficiency
- Cycle Time Distribution
- Cycle Time - Control Chart
- Cumulative Flow Diagram
- Average Cycle Time
- Working with the Analytics Landing Page
- Bar Histogram
- Spider Plot
- Bubble Chart
- Control Chart
- Scatter Plot
- Blocking Reason Analysis
- Release Burnup
- Workitem Type Distribution
- Value VS Non-value Added Trend
- Spillover Work Trend
- Release Velocity Trend
- Burndown Chart
- Sprint Velocity Trend
- Workitem Analysis
- Earned Value Analysis
- Analytics: Widgets and Chart Types
- Dial Chart
- Automation
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Boards
- Different Views on Execution Board
- Quick Actions (right-click) on Execution Board
- Timeline View on the Execution Board
- How to Configure Card Percent Complete and Child Percent Complete
- Working the Stand-up Wizard or Status Meeting
- How to View all the Activities Dependency Collectively
- How to Manage Activities on the Execution Board
- How to Apply Card Color Scheme on Execution Board
- How to Configure the Card Settings
- How to Configure Lanes & Columns in the Execution Board
- How to Use the Toolbar of Execution Board
- Working with Execution Board
- Working with Percent Progress Column and Portfolio Lane
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Common Operations
- Workflow in Workitem
- Common Operations Category Based Help Pages
- How to Block/Unblock a Card
- How to Search Workitems
- How to Set up Page Scrolling for Workitems
- How to List the Workitems
- How to Modify the Columns of a Workitem
- How to Sort the List View
- Customize the List Views
- How to Filter the List Views
- How to Print Workitems
- How to Export and Import Workitems
- How to Close and Reopen a Workitem
- How to Copy and Delete a Workitem
- How to Add Tags to a Workitem
- Common Feature Operations
- How to Add and Modify a Workitem
- Common Tabs
- Dashboard
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Execute
- How to Add and Manage Test Cases
- How to Add an Activity
- Working with Card Aging
- How to Add and Manage Donors
- How to Manage a Social Media Posts?
- How to Conduct a Social Media Campaigns?
- How to Add and Manage Donations?
- Getting to Know More About Tasks Section Features
- How to Add a Marketing Product Initiative
- How to Manage Digital Assets
- Personal Expenses
- How to Add and Mange Student Applications
- How to Add and Manage Assignment or Exam Paper
- How to Add and Manage Product Event
- How to Add a Marketing Event
- How to Add and Manage Items
- How to Add and Manage Requests
- How to Add and Manage Org Documents
- How to Add and Manage Org Expenses
- Execute Category Based Help Pages
- How to Add and Manage Videos
- How to Add and Manage Topics
- How to Add and Manage Research Projects
- How to Add a Product Marketing (PM) Activity
- How to Create a Ticket
- Adding a Task from the Execution Board
- How to Add and Manage Customers Form
- How to Add and Manage Grants
- How to Add a Legal Request
- How to Add and Manage Team Objectives
- How to Add and Manage Sales Leads
- How to Add and Manage Team Goals
- How to Add and Manage Sales Contact
- How to Add and Manage Employee
- How to Add and Manage Job Postings
- Defining Task Dependency
- Scheduling Types
- How to Add and Manage Job Applications
- How to Add a Digital Marketing Campaign
- How to Add a A-B Test
- How to Add a Feature
- Exploring Baseline and Milestone Tasks
- How to Execute a User Story
- Task Plans Overview
- How to Add an Adhoc Work
- How to Add a Defect
- How to Add a Technical Story
- How to Add a User Story
- Working with Themes & Epics
- How to Reschedule the Task Plan
- How to Assign/Unassign Resources to Tasks
- How to Sync Calendar for all Tasks
- Working with Tasks Section
- How to Customize the Task Plan View
- Simple Scheduling
- How to Schedule Tasks in a Project
- How to Set Critical Path Tasks
- How Task Dependencies Impact Project Schedule
- How to View Task Constraints
- How to Select the Task Type
- Exploring Advanced Scheduling Modes
- MSP Behavior differences in Advanced Scheduling
- Advanced Scheduling
- Validations for MSP Checkin based on Efforts
- How to Add and Manage User Requirements
- How to View the Gantt Chart
- Form 2.0
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Getting Started
- Getting Started with Tasks
- Quick Actions (right-click) on Execution Board
- Getting to Know the Notifications Features
- Revisit the Training Cards Details
- Getting to know Nimble’s Outcome Driven Analytics
- How to Quickly Invite/Add User
- How to Manage My Profile
- Getting Familiar with the User Interface of Nimble
- Social Collaboration at Nimble Café
- Quickly Add a ToDo in Your Workitem
- Quickly Add, Modify and Assign Owner to a Card/Workitem
- Quick Start with Execution Board
- How to Add a Project
- How to Use the Product Help
- How to Get Started with Nimble
- Best Templates to Plan and Manage Your Work
- Integration
- Interface
- License Management
- Manage
- Mobile
- My Workspace
- Notifications
- OKR
- Organization
- Organization Settings
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People Management
- Master Lists for People Management Module
- How to View Persona's Demand vs Capacity
- How to View Utilization of Users
- Team Members Allocation by Resource Manager
- Team Members Allocation
- How to Add and Manage Users at Admin Level
- How to Set Project Access for Persona
- How to Add and Manage the Cost Definition
- How to Add Teams
- How to Define Personas
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Planning
- How to Plan Your Sprints Using Sprint Planning
- Team Member Allocation Overview
- Team Members Allocation
- How to Manage Team Member Requests in a Project
- Planning Your Sprint in Backlog Refinement
- Groomed Backlog in Backlog Refinement
- Defining Backlog Refinement
- Roadmapping Overview
- How to Plan Your Releases Using Release Planning
- Understanding the Backlog Tab under Backlog Refinement
- How to Use Relative Sizing
- How to Configure and Use Story Mapping Feature
- How to Add a Sprint
- How to Add a Release
- How to View, Modify Your Project and Save as Custom Template
- How to Add and Manage Team Members/Users in a Project
- Preferences
- Process Governance
- Resource Management
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Setup and Configuration
- Viewing Similar Workitems in a Workitem
- How to Configure Access Rights at Organization Level
- Managing the Organization Profile
- How to Manage Your Organization Calendar
- How to Configure Forms Section
- How to Configure Form Workflow
- How to Configure Form Fields
- How to Use the Menu Configuration
- License Management
- How to Configure Access Rights in Project
- How to Work with External Work Requests
- How to Set Project Preferences
- How to Manage Master Lists at Project Level
- How to Configure Forms in the Project
- How to Manage Your Project Calendar
- Working and Managing Default Tasks
- Support
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Tasks
- Getting to Know More About Tasks Section Features
- Tasks Category Based Help Pages
- Adding a Task from the Execution Board
- Getting Started with Tasks
- Defining Task Dependency
- Default Scheduling (Live Editing)
- Scheduling Types
- How to Add a Task Plan
- Exploring Baseline and Milestone Tasks
- Task Plans Overview
- Working with Tasks Section
- How to Customize the Task Plan View
- Simple Scheduling
- How to Schedule Tasks in a Project
- How to Set Critical Path Tasks
- How Task Dependencies Impact Project Schedule
- How to View Task Constraints
- How to Select the Task Type
- Exploring Advanced Scheduling Modes
- MSP Behavior differences in Advanced Scheduling
- Advanced Scheduling
- Validations for MSP Checkin based on Efforts
- How to View the Gantt Chart
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Template Management
- Digital Transformation Templates and Menus Related To It
- Education Templates and Related Menus
- Content Production Templates and Related Menus
- Product Management Templates and Related Menus
- Non-Governmental Organization (NGO) Templates and Related Menus
- Operations Templates and Related Menus
- Human Resources (HR) Templates and Related Menus
- Sales & CRM Templates and Related Menus
- Work Management Templates and Related Menus
- Marketing Templates and Related Menus
- Product Development Templates and Related Menus
- Best Templates to Plan and Manage Your Work
- Timesheet Management
- User Profile