Getting Started

Common Operations

Template Management

• Getting Familiar with the User Interface of Nimble
• How to Get Started with Nimble
• Create, Modify, and Assign Owner to a Workitem
• Quickly Add a ToDo in your Workitem
• Quick Start with Work Hub
• How to Create Teams
• Getting to Know Nimble’s Outcome Driven
• Getting to Know the Notifications Feature
• Revisit the Training Cards Details

• Common Feature Operations
• How to Add and Modify a Workitem
• How to Copy and Delete a Workitem
• How to Close and Reopen a Workitem
• How to Block/Unblock a Card
• How to Search Workitems
• How to Add Tags to a Workitem
• How to List Workitems
• How to Modify the Column Settings

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• Best Templates to Plan and Manage Your Work
• Work Management Templates and Menus
• OKRs
• Product Management Templates and Related Menus
• Product Development Templates and Related Menus
• Marketing Templates and Menus
• Operations Templates and Menus
• Human Resources (HR) Templates and Related Menus
• Sales & CRM Templates and Menus
• Non-Governmental Organization (NGO) Templates and Menus

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Primary Navigation

Plan

Team Member

• How to Add a Project
• Quickly Invite Users
• Quick Start with Work Hub
• Personal Analytics
• Social Collaboration at Café
• How to Log Time in Time Tracking
• Getting to Know the Timesheet Approval Feature
• Overview of Objective and Key Results (OKR)

• How to View, Modify Your Project, and Save as Custom Template
• How to Add and Manage Team Members/ Users in a Project
• How to Create Teams
• How to Add a Release
• How to Add a Sprint
• Roadmapping Overview

• Team Member Allocation Overview
• Team Members Allocation by Project Manager
• How to Manage Team Member Requests in a Project

Agile Planning

Execute

APIs & Integrations

• How to Configure Story Mapping Feature
• Defining Backlog Refinement
• Working with Backlog Refinement
• Understanding the Backlog Tab under Backlog Refinement
• Planning your Sprint in Backlog Refinement
• Groomed Backlog in Backlog Refinement
• How to Plan Your Releases Using Release Planning
• How to Plan Your Sprint Using Sprint Planning

• Working with Workitems in Nimble

• Using the NimbleWork MCP Connector
• MCP Client
• Nimble REST API
• REST API Client
• API Key Generation

Dashboard

Configure

Work Hub

• Working with the Analytics Landing Page
• Default Analytics Pages for Project Types
• Working with Project Health
• Viewing Sentiment Analysis in Nimble
• Releases & Sprints Overview
• Roadmap Detail Widget
• Workitem Size Widget
• Work Type Distribution Widget
• Predicted Date Widget
• Team Distribution Widget

• How to Manage Your Project Calendar
• How to Configure Forms in the Project
• How to Manage Master Lists at the Project Level
• How to Set Project Preferences
• How to Configure External Work Requests
• How to Define Business Rules
• How to Configure AI-Powered Auto-fill Fields
• How to Configure AI-Powered Similar Workitems at Project Level
• Webhooks
• Incoming Webhooks

• • Working with Work Hub
  • How to Use the Toolbar of the Work Hub
  • How to Manage Activities on the Work Hub
  • Different Views on the Work Hub
  • Timeline View on the Work Hub
  • How to Configure Lanes & Columns in the Work Hub
  • Working with Percent Progress Column and Portfolio Lane
  • Working the Stand-up Wizard
  • How to View All the Activities Dependency Collectively
  • How to Configure the Card Settings

Analytics

• Getting to Know the Analytics Feature
• Working with the Analytics Landing Page
• Default Analytics Pages for Project Types
• Analytics: Widget Activities
• Analytics: Page Activities
• Analytics: Widgets and Chart Types
• Creating a Chart or Widget in the Analytics Builder

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Organization

OKRs

Track

• How to Add and Configure Templates
• How to Add and Manage Practices
• How to Add and Manage Phases
• How to Add and Manage Activity
• How to Manage Master Lists in Process Governance
• How to Add and Manage Users at the Admin Level

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• Overview of the OKR Template
• Create a Project Using the OKR Template
• Overview of Objective and Key Results (OKR)
• Working with Objectives in OKR
• Working with Key Result in OKR
• Working with Sub-key Results in OKR
• OKR Analytics

• Boards
• Assignment and Exam Papers
• Student Applications
• Personal Expenses

Common Tabs

License Management

Timesheet

• Working with ToDos
• Understanding the Activity Log
• How to Manage Linked Cards in Workitems
• Understanding Comments and Attachments Segments

• License Management
• How to delete your Nimble Account

• Working with Timesheet in Nimble
• Learn to Configure Timesheet Approvers in your Project
• How to Log Time in Time Tracking
• Working with Timesheet Approval 

 Resource Management

Mobile

AI Capabilities

• Team Member Allocation by Resource Manager
• Resource Management

• Nimble Mobile 

• AI Agents in Nimble – Your Intelligent Work Companions
• Nimble Buddy
• Using Nimble Buddy with the AI Agent Add-On
• How to Configure AI-Suggest Feature at the Organization Level
• How to Configure AI-Suggest Feature at Project Level
• How to Configure Smart-Fill Fields
• Intelligent Planning – Create a Project using File Uploads
• Smart Board
• Viewing Executive Summary in Nimble

Form 2.0, List 2.0 & Business Rule 2.0

What’s New

• How to Configure a Form using Form 2.0 Configuration
• Field Types in Form 2.0 Configuration
• Advanced Field Types in Form 2.0
• Purge Data for Forms 2.0
• Rules in Form 2.0 Fields
• Use Case: Managing Library Systems Using Forms 2.0
• Use Case: Managing Purchase Orders Using Forms 2.0
• How to Configure a List using Form 2.0
• Configuring Lookup Fields with Lists 2.0
• Business Rule 2.0

• • What’s New 10.0
  • What’s New 9.21
  • What’s New 9.20
  • What’s New 9.19
  • What’s New 9.16
  • What’s New 9.15
  • What’s New 9.14
  • What’s New 9.13
  • What’s New 9.12
  • What’s New 9.11
  • What’s New 9.10
  • What’s New 9.9
  • What’s New 9.6

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