Getting Started

Common Operations

Template Management

• Getting Familiar with the User Interface of Nimble
• How to Get Started with Nimble
• How to Use the Product Help
• Create, Modify, and Assign Owner to a Workitem
• Quickly Add a ToDo in your Workitem
• Quick Start with Execution Board
• How to Create Teams
• Getting Started with Tasks
• 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
• General 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

My Work

My Workspace Setup 

• How to Add a Project
• Quickly Invite Users
• Quick Start with Execution Board
• Personal Analytics
• Social Collaboration at Café
• Working with the Analytics Landing Page
• How to View My Projects
• Overview of Objective and Key Results (OKR)

• Social Collaboration at Café
• My Analytics
• How to View My Projects
• How to Add and Manage Project Requests
• How to Log Time in Time Tracking
• Getting to Know the Timesheet Approval Feature

• How to Manage Your Personal Calendar
• Nimble Integrations
• Integrating Slack with Nimble
• Integrating Nimble with MS Teams

Plan

People Planning

Agile Planning

• 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

• 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 use Relative Sizing
• How to Plan Your Releases Using Release Planning
• How to Plan Your Sprint Using Sprint Planning

Execute

Manage

Dashboard

• Working with Themes & Epics
• How to Add a User Story
• How to Execute a User Story
• How to Add a Technical Story
• How to Add a Feature
• How to Add a Defect
• How to Add and Manage User Requirements
• How to Add an Adhoc Work
• How to Add an A-B Test
• How to Add a Job Posting

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• How to Add and Manage Action Items
• How to Add and Manage Issues
• How to Add and Manage Change Requests
• How to Manage Risks

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

Configure

Execution Board

Tasks

• 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 Execution Board
• How to Use the Toolbar of the Execution Board
• How to Manage Activities on the Execution Board
• Different Views on the Execution Board
• Timeline View on the Execution Board
• How to Configure Lanes & Columns in the Execution Board
• 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
• Adding a Task from the Execution Board

• Tasks Plans Overview
• How to Add a Task Plan
• Adding a Task Plan from the Execution Board
• Working with Tasks
• How to Schedule Tasks in a Project
• Scheduling Types
• Simple Scheduling
• Advanced Scheduling
• Baselining Tasks Overview

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Analytics

Nimble Integration

Organization

• 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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• Nimble Integration Overview
• Getting to Know More about Nimble Integrations
• Zapier
• snapLogic
• Microsoft Project Plugin
• Integrating Slack with Nimble
• Integrating Nimble with MS Teams
• GitHub
• Jenkins
• GitLab
• Generate API Key
• Webhooks
• Power BI Integration
• Gmail

• 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
• How to Define Personas
• How to Provide Project Access for Persona
• How to Add and Manage the Cost Definition
• How to Configure Access Rights at the Organization Level

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OKRs

Track

Common Tabs

• Overview of Objective & Key Results
• Working with Objectives in OKR
• Working with Key Results in OKR
• Working with Sub-key Results in OKR

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

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

License Management

Timesheet

 Resource Management

• License Management
• How to delete your Nimble Account

• Timesheet Overview
• How to Log Time in Time Tracking
• Getting to Know the Timesheet Approval Feature
• How to Set Timesheet Approvers in a Project
• How to Approve or Reject the Timesheet

• Team Member Allocation by Resource Manager
• Resource Management

Mobile

AI Capabilities

Form 2.0

• Nimble Mobile 

• Nimble Buddy
• How to Configure AI- Similarity Feature at the Organization Level
• How to Configure AI-Powered Similar Workitems at Project Level
• How to Configure AI-Powered Aut-fill Fields

• How to Configure a Form using Form 2.0 Configuration
• Field Types in Form 2.0 Configuration
• Advanced Field Types in Form 2.0
• Rules in Form 2.0 Fields