303-423-4372
info@nimbulis.com
Conversation Nimbulis: Creating a Card –2018-09-04T14:58:01+00:00
  1. Home
  2. Knowledge Base
  3. The Nimbulis Card
  4. Conversation Nimbulis: Creating a Card –

Starting a Nimbulis Collaboration Card as a Conversation

There are multiple ways to create a New Conversation Nimbulis.

  1. Click the New + button located on the Open Nimbuli (first 5 shown) widget and select the Conversation option.

2. Click the New + button located on the Nimbuli Maintenance page and select the Conversation option.

 

3. Click the Actions Menu, select Nimbuli, and then select the New Conversation option.

 

4. Keyboard Shortcut – Alt+C

 

Step 1:

Fill out all blue fields on the New Conversation Nimbulis card and save.

  • Conversation Card Name

Tags can also be applied.

Step 2:

  • Add a Participant to the Conversation Nimbulis Card by using the Search Field and selecting the Name when it appears and Save.
  • The Nimbulis platform remembers and recommends Participants that you have used in the past. Selecting the green + button will add the person as a participant to the Conversation Nimbulis Card.
  • Selecting the checkbox next to the participant’s name will give them Admin rights on the Conversation Nimbulis Card.

Step 3:

Once saved additional tabs will appear:

General Tab

  • View/Edit Name
  • View/Update Status
  • View/Add Remove Tags
  • View/Add Comments

Participants Tab

  • View/Add/Make Participant Active/Non-Active.
  • Add or Remove Participants Admin rights.

A Conversation Nimbulis card can be converted into a Full Nimbulis card by clicking on the Promote To button.

Related Articles