How do I create a project from a template?

Click New Project and the template gallery opens first — fifteen ready-made templates with live previews. Pick one and its stages, starter tasks and columns are set up for you, or choose Blank to start clean.

Can I try Vantra Projects without an account?

Yes — the live demo runs the full app in your browser with a seeded project. No email, no signup, and it leaves nothing behind.

How do I import existing work?

Import tasks from CSV into any project, and export any list or project back to CSV or PDF whenever you like.

How does the 30-day free trial work?

Every new workspace starts with a 30-day free trial of Pro or Business — no credit card required. If you decide not to subscribe when it ends, your workspace moves to the limited Free tier (one member, two projects) and keeps all your data.

How do I switch between views?

Every project has tabs across the top — Main Table, Kanban, Gantt, Calendar, Workload, Sprints and more. They're all the same tasks, so switching never loses anything.

Can I rename table columns?

Yes — any column header, including the built-in ones. Hover the header, open its menu and choose Rename; Reset brings the default name back.

Can I add my own columns?

Add custom fields (text, number, date, dropdown, checkbox or link) from the table or project settings. Dropdown options are edited as chips — type and press Enter.

What are sub-projects?

One level of nesting for big efforts — an umbrella project like "Product launch" with the web app, mobile app and marketing site each as full projects underneath. Pick "Part of" when creating a project, and the umbrella shows each one's progress.

What do the built-in templates include?

Each of the fifteen templates brings its own board stages, starter tasks (with descriptions, priorities, milestones and relative due dates) and template-specific columns — a bug tracker gets Severity, a sales pipeline gets Deal value.

Can I turn my own project into a template?

Yes — open Edit project and choose Save as template. It captures groups, custom columns, renamed headers, table layout, automations, colour rules and views. You'll find it under Your templates when creating the next project.

Do my settings follow me across devices?

Yes — your theme, view preferences, board layouts, saved views, renamed columns and personal filters sync to your account. Sign in anywhere and your workspace looks the way you left it.

Do you support single sign-on and 2FA?

Sign in with Google or Microsoft, turn on two-factor authentication, and manage active sessions from Settings.

Where is my data stored?

Vantra Projects runs on Microsoft Azure, with connections encrypted in transit and access controls throughout. The security page has the detail.

Vantra AI says it isn't set up

Add an OpenAI key in Settings — until then AI features show a clear "not set up" message and everything else keeps working.

My changes in the demo disappeared

That's by design — the demo runs entirely in your browser session and saves nothing. Sign up to keep your work.

Something else isn't working

Head to the support page or email support@vantrasoftware.com — we usually reply within one business day.

Set up your first project — Vantra Projects guides

1Start from the template gallery

Click New Project and the template gallery opens first — fifteen ready-made setups with live board previews, from Agile sprint to Client onboarding. Pick the one closest to how you work (you can change everything later), or choose Blank to start clean. The template pre-fills the project name, board stages, starter tasks and any template-specific columns.

The Vantra Projects template gallery with live board previews.

2Fill in the basics

In the details panel, give the project a name, colour and icon, set a start and due date if you have them, and pick an owner. If this project belongs to a bigger effort — a web app inside a product launch, say — use Part of to nest it under an umbrella project.

3Shape the table

Open the Main Table and make the columns yours: rename any header in place from its menu, add custom fields (text, number, date, dropdown, checkbox or link), hide what you don't need, and drag whole group headers to reorder sections.

The Main Table with grouped tasks and custom columns.

4Invite the team

Add teammates from the project's People tab or workspace settings. Everyone gets their own personal layout — column widths, ordering and saved views follow each person across devices without overwriting anyone else's.

5Pick your views

The tabs across the top — Kanban, Gantt, Calendar, Workload, Sprints and the rest — are all the same tasks. There's nothing to sync and nothing to re-enter; switch to whichever fits the moment.

Save it as a template. Once the project is set up the way your team works, open Edit project → Save as template and the next project starts in seconds.