Nifty PM features, grouped by the job they do and the plan each needs

The short list: what is free and what is paid

Nifty PM's features split into a free core and three paid layers. Tasks, milestones, discussions, docs, files, team chat, portfolios, recurring tasks and task and milestone dependencies are on every plan, including Free. Time tracking, custom fields, budget tracking, workflow automations, file proofing and cross-project overviews start on Pro. Goals, team workloads, custom roles, automatic check-ins and the open API start on Business. Native forms, white labeling and custom SAML are listed only on Unlimited. Plan placement is as read on 3 October 2026 on Nifty's pricing page; prices are on our Nifty pricing page.

Planning and tracking work

Automation actions listed in the help center include assigning the task, setting start or due dates, adding a subtask or tag, moving or completing the task, posting a message and setting a custom field value.

Communication, documents and handovers

• Discussions and team chat (Free). Each project has a discussion with threads; direct messages work outside projects. A message can be turned into a task.
• Docs and files (Free). Nifty documents or Google Docs, Sheets and Slides created inside a project; uploads from a computer, Dropbox or Google Drive. Remember the Free plan's 100 MB cap.
• File proofing (Pro). Comments left on a file create subtasks automatically.
• Automatic check-ins (Business). Scheduled questions daily, weekly, monthly or custom, with a reminder to people who have not answered within 8 hours.

For continuity, the free core already holds what a successor needs: owner, due date, dependency and the conversation behind a decision. Check-ins are the nearest thing to a built-in weekly continuity review, but they need the Business plan. A written handover note in a Nifty doc costs nothing.

Clients, admin and security features

Nifty's client page says internal conversations, tasks and milestones can be hidden from clients, and that tasks can be assigned to them.

What is missing or costs more than expected

• Forms on small plans. Native forms are listed only on the $399 a month Unlimited plan (annual billing). Nifty's Typeform connection runs through Zapier instead.
• API on Pro. The API and webhooks need Business. Details are in Nifty integrations and API.
• Whiteboards. Nifty's pages describe embedding Miro boards, not a native whiteboard.
• Published limits for AI. Orbit AI is described as generating projects, tasks and documents from a prompt, but the pricing table does not show which plan includes it or any usage cap.
• Storage on Free. 100 MB fills quickly once files are attached to tasks.

If forms and automation on an entry plan matter most, Asana Starter includes both. If the widest feature list at the lowest seat price matters most, compare Nifty with ClickUp.