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.

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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.

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Run a sprint

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

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Build a weekly dashboard

Assemble the widgets that answer the questions you get asked.

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Plan a release on the Gantt

Sequence work with dependencies and a critical path.

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Take requests with forms

Turn a public intake form into a triaged backlog.

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Get started with Vantra AI

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

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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.

Put a guide into practice.

Spin up a project and try one of these playbooks — free for up to five teammates.

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Vantra Projects