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

Start with the video first to get a better grasp of the topic! Skip Ahead to: Overview Navigation Show all Notifications Anatomy of Notification 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 to be received on various […]

Revisit the Training Cards Details

After onboarding, users receive a set of training cards on their Execution Board under the Training lane. These cards are designed to give you a quick jump-start in understanding and using Nimble effectively. If you’ve removed or deleted these cards, don’t worry—you can revisit the same information and training videos here at any time. Below […]

Getting to know Nimble’s Outcome Driven Analytics

Start with the video first to get a better grasp of the topic! Skip Ahead to: Overview Navigation 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 see the graphical representation of […]

How to Quickly Invite/Add User

Start with the video first to get a better grasp of the topic! Skip Ahead to: Overview Navigation Steps to Invite a User 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 On Admin Level: On the left menu […]

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

Start with the video first to get a better grasp of the topic! Skip Ahead to: Overview Terminologies for the Key UI Elements Overview The application’s user interface is designed to give you a rich user experience. It has a structured layout organized into key functional areas that make the navigation intuitive, quick, and easy. […]

Social Collaboration at Nimble Café

Start with the video first to get a better grasp of the topic! 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 Forms Created through Forms 2.0 in Cafe View Badges on Profile Picture Cards Needing Attention […]

Quickly Add a ToDo in Your Workitem

Start with the video first to get a better grasp of the topic! Skip Ahead to: Overview Navigation Steps to Add a ToDo File Time in a ToDo Overview ToDos are certain activities of a Workitem. It empowers you to break down the bigger task into granular elements, and then prioritize, collaborate, and deliver those […]