Common Operations

Workflow in Workitem

Introduction A workflow is a model to represent real work for further assessment, e.g., for describing a reliably repeatable sequence of operations. In Nimble, you can manage the workflow as an automated process to produce an outcome. The Workflow management system allows you to define different workflows for different types of jobs or processes. The […]

Common Operations Category Based Help Pages

On this page, we have listed down the articles that will help you to know more about the Common Operations module of the product. Here’s the list of articles in order of importance. Common Feature Operations How to Add and Modify a Workitem How to Copy and Delete a Workitem How to Close and Reopen […]

How to Block/Unblock a Card

In this article, we will help you to understand how to block and unblock a workitem. Skip Ahead to: Overview Steps to Block Card Steps to Unblock Card Overview If you are stuck for any reason while working on a card or workitem and effectively blocked from making progress and want to inform others of […]

How to Search Workitems

In this article, we will help you to understand how to search a workitem. Skip Ahead to: Overview Solr Search Global Search Keyword Search List View Search Overview Sometimes, you may want to quickly search for a specific workitem or focus on viewing/editing workitems with some common attributes. Using the Search feature, you can find […]

How to Set up Page Scrolling for Workitems

In this article, we will help you to understand how to set up page scrolling for workitems. Skip Ahead to: Overview Page Scrolling Options Overview When a large number of workitems are created in a module, the List view will display them across multiple pages. Page Scrolling Options To move from one page to another, […]

How to List the Workitems

Start with the video first to get a better grasp of the topic! Skip Ahead to: Overview Workitem Listing Overview For every workitem, there are two different types of workitem listing: All Workitems and My Workitems. With the help of workitem listing, you can easily trace the state of every workitem. Workitem Listing All Workitems […]

How to Modify the Columns of a Workitem

Start with the video first to get a better grasp of the topic! Column Settings for In-progress column: Default Column Settings: Skip Ahead to: Overview Steps to Define Column Settings Steps to Edit the Column View Overview The default List view displays pre-selected columns. You may want to set your view displaying attributes you want […]

How to Sort the List View

Start with the video first to get a better grasp of the topic! Skip Ahead to: Overview Single Column Sorting Multiple Sorting Overview Workitems in a List view can be sorted in ascending or descending order using the Column Filters available for columns separately. For nested sorting, you can use the Multiple Sorting option that […]

Customize the List Views

Start with the video first to get a better grasp of the topic! Skip Ahead to: Overview Drag and Drop Columns Adjust the Column Width Lock/Unlock a Column Overview List views are useful to monitor items in a group to follow up on their status, workflow queue, priority, or any other specific attribute. For example, […]

How to Filter the List Views

Start with the video first to get a better grasp of the topic! Skip Ahead to: Overview Column Filters Steps to Add Column Filters Steps to Create an Advanced Filter Clearing Advanced Filter Editing Filter Criteria Define Global Filters for Custom List Views Clear All Filters Overview You can use Column Filter to view specific […]