Guides & tips

Get more out of Vantra Projects.

Short, practical playbooks for setting things up and getting your team moving — each one points you straight to the part of the product it covers.

Get started free Try the live demo
Playbooks

Start here

Curated paths through Vantra Projects for the things teams do most.

Set up your first project

Create a project, add your team, and choose the views that fit.

Open the guide

Run a sprint

Groom a backlog, point the work, and track a burndown.

Open the guide

Build a weekly dashboard

Assemble the widgets that answer the questions you get asked.

Open the guide

Plan a release on the Gantt

Sequence work with dependencies and a critical path.

Open the guide

Take requests with forms

Turn a public intake form into a triaged backlog.

Open the guide

Get started with Vantra AI

Switch on the co-pilot and put it to work on your day.

Open the guide

Track time & timesheets

Log hours where the work happens and review the week on a grid.

Open the guide

Automate the busywork

Triggers, conditions and actions — rules that work while you don't.

Open the guide

Run client work in one place

Client records, billing rates and public roadmaps for agency work.

Open the guide
Tips

Small things that make a big difference

Learn ⌘KThe command palette jumps you anywhere in a keystroke.
Save your viewsEveryone lands on the layout that fits their role.
Colour your boardColour rules make status and priority readable at a glance.
Automate the routineLet rules handle the repetitive moves and reminders.
Mention, don't messageKeep decisions on the task, not lost in chat.
Tie work to goalsConnect tasks to key results so progress rolls up.
Make it yoursDark mode, six accents and a compact layout.
Export anythingCSV and PDF out whenever you need a copy.
Live demo

Try it before you even sign up

The full Vantra Projects app, seeded with a working project — open it in your browser and click anything.

  • A real project to explore — board, Gantt, calendar, docs & dashboards
  • No account, no email — nothing to install, nothing to configure
  • Exit anytime — it runs in your browser and leaves nothing behind
Open the live demo

Opens instantly — no sign-up, no credit card.

Demo workspaceNorthwind Studio — click anything
The Vantra Projects board view in the demo workspace.
Click to explore

Put a guide into practice.

Spin up a project and try one of these playbooks — 30-day free trial, no credit card.

Get started free See pricing
Vantra Projects