If you are new to Portfolio Management, this is the place to get started. The links below would take you through 10 easy steps (you may even skip the last 4 steps for now, making it even easier  :-)) to get going with Portfolio Management:

Get Familiar with Portfolio Management Interface

Familiarize yourself with Nimble interface elements and various modules available.

Accessing Portfolio Management with Different Personas

 

Demand Overview

Create a new workspace to manage your work, team, and processes and get started.

Creating and Publishing a Demand

Visualize your work in terms of Lanes of a Kanban board, set WIP (Work-In-Progress) limits and much more. Alternatively, you may just use the default workflow we provide.

Sharing a Demand with Others

Add work cards to the Kanban Board, drag-n-drop through the defined lanes to indicate progress, block/unblock cards to indicate impediments, and use numerous other features available to manage your work visually.

Tracking the Progress of Demands

Measure key performance analytics like Lead Time/Cycle Time, track the Cumulative flow and find ways to improve.

Personalize Your ‘Dashboard’ View

Personalize your Dashboard view using various widgets and track progress.

Create More Users

Add more users, assign roles, and get them to access Nimble. If you are a One Man Army, you may skip this step and come back when you expand your team.

Set up Your Team

Invite other team members to come and work with you on your board.

Define Your Backlog (Stories/ Defects/ Issues)

You may also create your backlog items, prioritize those and then add to Kanban Board.

Plan Releases

Define releases and tag backlog items to the releases, based on the release plan. If you don’t plan delivery in multiple releases then you may skip this step as well.