ANTE User Manual

Projects (Workspace) Module

The Projects module — shown in the sidebar as Workspace — is where you plan and run projects: create projects, organize their tasks into custom views, track team members, monitor project health, and manage clients and engagements.

Overview

Open the module from the Workspace entry in the left sidebar. The Workspace sub-menu contains the following sections:

  • Dashboard — workspace-wide overview (deadlines, task completion, active processes, velocity).
  • Tasks — your consolidated task workspace across projects.
  • Notes — a standalone two-pane workspace for writing and organizing notes, separate from any single project.
  • Processes — reusable process templates and running process instances.
  • Projects — the full project list, and where you create new projects.
  • Engagements — client engagement records.
  • Timeline — a cross-project timeline view.
  • Team — workspace team management.
  • Client Management — clients used by projects and engagements.
  • Discovery — client onboarding questionnaires: build templates, share passcode-protected links, and track client progress.
  • File Drive — files and documents (media library) for the module.
  • Settings — project module settings (statuses, project code format, and related options).

Which items you see depends on your permissions, so some entries may be hidden.

Module Sections

[Dashboard](./dashboard.md)

Workspace overview with approaching deadlines, task completion, active processes, and velocity trends.

[Project List](./project-list.md)

View all projects. This is also where the Create Project button lives.

[Project Folders](./project-folders.md)

Organize projects into folders for easier browsing and grouping.

[Project Details](./project-details.md)

The detailed view of a single project: stat cards, fixed tabs (Overview, Team, Fields), and customizable task Views.

[Notes](./notes.md)

A standalone workspace for writing notes with a Notion-style block editor — search, pin, share, and optionally link a note to one or more projects.

[Client Management](./client-management.md)

Add, edit, and organize client records that projects and engagements reference.

[Discovery](./discovery.md)

Build client onboarding questionnaire templates, share passcode-protected links with clients, and track their progress from Shared through Submitted.

[Sharing a Project](./sharing.md)

Generate a public, passcode-protected link so a client can view a project's live status and timeline without an ANTE account, and comment on individual tasks.

[File Drive (Media Library)](./media-library.md)

Store and organize files and documents for the module.

[Creating a Project](./create-project.md)

Step-by-step guide to creating a new project.

[Project Settings](./settings.md)

Module-wide project settings — statuses, project code format, and related options.

Key Features

  • Project Creation — create projects with a name, code, client, dates, optional budget, and an optional template.
  • Custom Views — build per-project task Views (the project's tabs) and reorder, rename, duplicate, or delete them.
  • Fixed Project Tabs — Overview, Team, and Fields are always available. Additional tabs — Activity Log, Files, Notes, Requirements, Issues Log, Client Pending, Discovery, Fit-Gap, Risk Register, Tasks, and Processes — can be shown or hidden per project via the tab bar's visibility toggle; Fit-Gap, Risk Register, Tasks, and Processes start hidden.
  • Discovery — send client onboarding questionnaires per project and track their progress; see the Discovery module.
  • Project Sharing — generate a public, passcode-protected link to a project's live status and timeline for clients; see Sharing a Project.
  • Project Health & Progress — stat cards on the project page show Project Health, Accomplished %, Days till Deadline, and Overdue Tasks.
  • Team Management — add members to a project and manage their roles (Creator, Moderator, and members).
  • Templates — start a project from a template, or save an existing project as a template.
  • Automation — auto-assign tasks and AI time estimates from the project's Settings menu.
  • Client & Engagement Management — maintain clients and client engagements.
  • Processes — define process templates and track running process instances.

Common Tasks

Creating a New Project

  1. In the sidebar, open Workspace → Projects.
  2. Click the Create Project button.
  3. Fill in the project details (see Creating a Project):
    • Project Name (required)
    • Project Code (required, unless automatic code generation is enabled)
    • Description
    • Budget
    • Client (required — or choose New Client to add one inline)
    • Location
    • Start Date (required)
    • End Date (required)
  4. Click Create to save the project.

Viewing Project Details

  1. Go to Workspace → Projects.
  2. Click a project to open it.
  3. Use the stat cards, the fixed tabs (Overview, Team, Fields), and the project's Views to navigate its content.

Managing Clients

  1. Go to Workspace → Client Management.
  2. Add, edit, or open a client record.
  3. Clients become available when creating or editing a project.

Accessing Files

  1. Go to Workspace → File Drive.
  2. Upload and organize files and documents for the module.

Project Settings Menu (on the Project page)

Open a project, then use the Settings dropdown in the page header:

  • Edit — edit the project's details.
  • Automate — auto-assign tasks.
  • Save as Template — save the current project as a reusable template.
  • Ask AI — listed but currently disabled.
  • Share — generate a public, passcode-protected link to the project's status and timeline; see Sharing a Project.

Tips and Best Practices

  • Clear Naming — use descriptive project names; codes can be generated automatically if enabled in Settings.
  • Set Realistic Dates — both Start Date and End Date are required, so plan timelines with buffer.
  • Use Views — organize a project's tasks into the Views that fit how your team works.
  • Watch Health — keep an eye on the Project Health and Overdue Tasks cards.
  • Reuse Templates — save proven projects as templates to speed up future setups.

💡 Note: Project features and the sections you can see may vary based on your role and permissions. Contact your administrator if you need additional access.

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