Help Centre
How can we help?
Guides, FAQs and documentation for everything in Projenta.
Getting startedTasks & KanbanGantt ChartRAID LogStatus ReportsTime TrackingResource ManagementWork Intake FormsGoals & OKRsAccount & Billing
Getting started
Quick start guide
Sign up at projenta.io, open Get Started, create your organisation and first workspace, then import an example project or create a blank project. Invite teammates from the workspace Team page and use the lower-right AI bubble whenever you need guidance.
Invite your team
Go to Workspaces → Team. Enter the person’s email address and choose a workspace role: Admin, Member, or Viewer. Existing users are added to the workspace; new users receive an invite link. Once they are workspace members, add them to individual projects from the Project Team panel.
Create your first project
Click Projects → New Project. Choose the workspace, enter the project name, optionally choose a portfolio or template, then create the project. You become Project Admin automatically and can add workspace members from the Project Team panel.
Use a project template
Projenta includes built-in templates for common delivery patterns such as software sprints, marketing campaigns, client onboarding, event planning, hiring, brand redesign, budget planning, discovery, relocation, consulting, website launches and compliance audits. The Get Started page also includes Basic, Standard and Advanced example imports so users can learn with sample tasks, RAID items and PSRs.
Tasks & Kanban
Create and manage tasks
Click "+ New Task" in any column or list view. Set a title, description, priority (Low / Medium / High / Critical), due date and assignees. Tasks support subtasks — open a task and click "Add subtask" to nest work underneath.
Multi-assignee tasks
Open any task and use the Assignees section to add multiple team members. Click the avatar chips to remove someone. The "+ Add" button shows project members not yet assigned to that task.
Recurring tasks
Open a task → scroll to the Recurrence field → choose Daily, Weekly, Fortnightly, Monthly or Quarterly. The system will automatically create the next task instance when the current one is completed. You can also set a recurrence end date.
Task statuses and workflow
Default statuses are TODO, IN PROGRESS, IN REVIEW, and DONE. Drag cards between columns on the Kanban board to move tasks. Task status automatically updates when you drag — you don't need to manually change it.
Gantt Chart
Navigate the Gantt chart
Switch to the Gantt view from the project toolbar. Use the zoom controls (+/-) to adjust the timeline scale from days to quarters. The left panel shows your task list; the right panel shows the timeline bars. Click any bar to open the task.
Drag to reschedule
Drag a Gantt bar left or right to change its start/end date. Drag the right edge to extend or shorten duration. Changes save automatically and update the task's due date.
Project baselines
Click the "Baseline" button in the Gantt toolbar to snapshot your current schedule. Give the baseline a name (e.g. "Week 1 Plan"). Baselines let you track schedule drift over time — you can see how far tasks have slipped from the original plan.
Progress bars and completion
Gantt bars show completion percentage based on subtask progress. A fully done task fills the bar completely. Colour coding follows task status: purple = in progress, green = done, grey = not started.
RAID Log
What is a RAID log?
RAID stands for Risks, Assumptions, Issues and Dependencies. It's a formal project management tool for tracking everything that could affect delivery. Projenta's RAID log lets you log each item with a severity/likelihood rating, owner and status.
Add a RAID item
Go to your project → RAID Log tab. Click "Add Risk", "Add Assumption", "Add Issue" or "Add Dependency". Fill in the title, description, owner and rating. Items appear in the project Status Report automatically.
RAID items in Status Reports
Open items (risks and issues) are surfaced in the Status Report's right column with counts. When you export the report to PDF, the RAID snapshot is included. This makes weekly reporting to stakeholders quick and consistent.
Status Reports
Generate a status report
Go to your project → Status Report tab. The report auto-populates from your project data: progress percentage, task counts, recent accomplishments, upcoming tasks, and RAID snapshot. Edit the Summary and Next Steps fields to add narrative.
Export to PDF
Click "Export PDF" in the report toolbar. Choose A4 or A3, portrait or landscape. The report renders in print-ready format with all sections full-width. Use this for stakeholder meetings or weekly status emails.
Share with clients (Guest Access)
Click "Share" on the project → Generate a guest link. Anyone with the link can view a read-only version of your project — tasks, Gantt, status — without logging in. Links can be revoked at any time.
Time Tracking
Log time on a task
Open any task → scroll to the Time Tracking section → click "Log Time". Enter hours and minutes, add an optional note, and save. All time entries appear in a list within the task so you can track the full history.
View project time totals
The project detail page shows a "Total Hours Logged" stat card. This aggregates all time entries across every task in the project. Use this for billing, capacity planning or retrospectives.
Delete a time entry
Open the task → Time Tracking section → click the × next to any entry to delete it. Only the person who logged the time or an Admin can delete entries.
Resource Management
View team workload
Go to your project → Resources tab. You'll see a card for each team member showing their task breakdown by status (TODO / IN PROGRESS / DONE) and total hours logged this week. Use this to spot who's overloaded before it becomes a problem.
Rebalance workload
If someone is carrying too many IN PROGRESS tasks, open those tasks and reassign or add a second assignee. The Resources view updates in real time as assignments change.
Work Intake Forms
Create an intake form
Go to your project → scroll to the Intake Forms panel → click "Create Form". Give it a name and optional description. A unique public link is generated — share this with anyone who needs to submit work requests to your team.
How intake form submissions work
When someone fills in the public form (no login required), their submission creates a new task in your project with status TODO. A comment is also added to the task with the requester's name and email, so you have full context.
Copy and share the form link
In the Intake Forms panel, click "Copy Link" next to any form. Paste the link into an email, Slack message or embed it in a client portal. The form works on mobile too.
Goals & OKRs
Create a goal
Go to the Goals section in the sidebar. Click "New Goal", give it a title, description and target date. Goals sit at the workspace level — they're not tied to a single project, so you can link multiple projects to the same goal.
Track key results
Within each goal, add key results with measurable targets (e.g. "Reach 1,000 signups" or "Reduce churn below 5%"). Update progress manually as you go. The goal dashboard shows overall completion percentage.
Account & Billing
Free vs Pro plan
The Free plan is for teams of 1–3 and includes all features. Pro ($19.95 AUD/user/mo) removes the 3-user limit and adds priority support. There are no feature-gated paywalls — both plans get everything.
Upgrade to Pro
Go to Settings → Billing → Upgrade. You'll be taken to a Stripe checkout page. Enter your card details — you won't be charged until your free trial ends. Cancel anytime from the billing portal.
Change your password or email
Go to Settings → Account. Update your display name, email or password from this page. Changes take effect immediately. If you use magic-link login, you can set a password from Account Settings.
Delete your account
Go to Settings → Account → scroll to the bottom → Delete Account. This permanently removes your account, all projects and all data. This action cannot be undone. Export any data you need before deleting.