Create a Project and Plan Tasks#

In the left sidebar, open Workspace and click Projects. This is the home of every project you have access to.

Four counters run across the top — Total Projects, Active Projects, Overdue Tasks, and Overall Progress — and the two buttons in the top-right are the ones you need next: Templates opens your saved project templates, and Create Project opens the create form.

Use the view toggle on the right of the search box to switch between List view (a sortable table) and Grid view (cards showing progress, status, person in charge, budget, dates, and task count).

Click Create Project. The Create New Project dialog opens. Fields marked with an asterisk are required.

• Project Name — a descriptive name, for example “Office Renovation”.
• Project Code — a short identifier such as “PRJ-001”. A code is suggested automatically as you type the name, and you can overwrite it. If your company generates codes automatically the field is read-only and shows Auto-generated.
• Description and Amount — both optional. Amount is the project budget and takes numbers only.
• Client — pick from the searchable dropdown, or click New Client to add one inline (name, email, contact number, and optionally a location). The new client is selected for you when you save it.
• Location — optional.
• Start Date and End Date — the start defaults to today and the end to one month later. The end date must be on or after the start date.

Click Create Project at the bottom. You land straight on the new project’s detail page.

If your team runs the same kind of project repeatedly, start from a template instead of an empty project. A template is a snapshot of an existing project’s tasks (reset to Backlog), team roles, milestones, checklists, dependencies, custom fields, board lanes, and automation rules.

When you have at least one saved template, the Create New Project dialog gains a Template (optional) dropdown at the top. Each option shows the template name and its task count. Pick one and the action button changes to Create from Template — you still fill in this project’s own name, code, client, and dates.

To create your first template, right-click a project on the list and choose Save as Template. The Templates button in the top-right shows everything you have saved, with the task, role, and milestone counts each one captured.

On the project page, click the Team button in the header. The Team Members panel lists everyone on the project with their project role, team role, position, and the date they joined.

Click Add Member to bring someone else on. The person who created the project holds the Creator role; other members are added as Moderator or as ordinary members.

The Team Role column is separate from that access role — it says what a person does on this project (their function), and it is what Auto Assign works from later. A member with no function set shows No Role.

A project’s board columns are not fixed — they come from its statuses (also called board lanes), which you manage in the project’s Statuses settings. Settle these before the team starts moving cards around.

Each status has a name, a color, and a type:

• Open — a starting stage such as a backlog.
• Active — work that is in progress.
• Closed — a finished stage. Closed statuses always sit at the bottom of the list (the right of the board), and dropping a card into one can raise a Complete Task? confirmation.

Click Add Status to create a stage: type a name, pick a color from the palette, choose the type, then click Create. Drag statuses by their handle to set the left-to-right order of the board. Built-in System statuses can be renamed and recolored but not deleted, and their type can’t be changed.

If the project is still on the standard defaults you’ll be prompted to customize them first — that gives this project its own editable copy, so your changes affect no other project.

Every project opens with a view called Project Tracker — a grouped task list with columns for Assignee, Due Date, Priority, and Status. Tasks are grouped (by milestone in the example below), and each group carries its own progress percentage.

There are two ways to add work here:

• Create Task in the top-right of the view — for a task you want to fill in properly.
• Add Task at the bottom of any group — the quickest way to type a list of tasks straight into the group they belong to.

You can also create a task from anywhere in ANTE with the floating + button in the bottom-right corner (or by pressing N): enter the Task name, then click More options to set the Description, Priority, Due date, Project, and Assignees.

Click any task row to open its detail panel and fill in what the team needs: Status, Priority, Assignees, Reviewer, Collaborators, Start date, Due date, Time estimate, Milestone, and Team Role. Below the properties you can add a rich-text Description, Checklists, Subtasks, Dependencies, notes, and attachments.

To assign a whole project at once instead of task by task, open Settings (gear icon) in the project header and choose Automate. In the Auto Assign Tasks dialog, tick the team roles you want assigned automatically, give each one a Strategy (Assign All Members or Round Robin), choose a Scope (Unassigned tasks only or All tasks (overwrite existing assignments)), then click Run Auto Assign.

The same tasks can be looked at through different lenses. Click the + button at the end of the view tabs (its tooltip reads Add view), name the view, and pick a type:

• Project Tracker — the grouped list you already have.
• Board — a Kanban board where tasks are cards in columns. Drag a card to another column to change its status; you can also group the board by Priority or Assignee instead, in which case dragging changes that field.
• Gantt — a calendar timeline that draws each task as a bar from its start date to its due date, which you can drag to reschedule.

Click Create View and the new view opens as the active tab. Each view keeps its own grouping, filters, and columns, and its own Privacy setting — Private (only you see it), Shared (everyone sees it, only you edit it), or Public (everyone sees and edits it). Drag the tabs to reorder them; a project must always keep at least one view.

The Timeline page under Workspace shows the same calendar chart across every project: each task is a bar spanning its start and due dates, with its estimate in the EST. column and its assignees beside it. Use Group to organize the chart by Milestone, Assignee, or Priority, and drag a bar to reschedule the task behind it. Tasks with no start or due date don’t get a bar and are listed separately.

Back on the project, the Overview tab summarizes the journey: Milestone Progress lists each milestone with its completion percentage and target date, and the Progress Chart plots an S-Curve of completed tasks against the planned pace (or a Burndown of remaining tasks over the last 30 days).

The Project Health stat card scores the project out of 100 from five factors — Schedule, Overdue, Blockages, Issues, and Activity. Click the card to see each factor’s own score and jump to the part of the project it came from.