Getting Started Guide
Help Centre

Set up your workspace
step by step

Create your company, invite your team, and start managing projects in under 10 minutes.

1Create your company
2Invite your team
3Create a project
4Add tasks
5Track progress
Step 01
Setting up your Company
A company workspace connects your team and shared projects
1

Open the menu

Click the hamburger icon in the top-left corner. A panel slides out from the left.

2

Click Create Company

At the bottom of the menu panel, click Create Company. If you already have one, this shows My Companies instead.

3

Enter your company name

Type your company or team name and click Create Company. This creates the shared workspace where your projects, members, categories and groups all live.

4

Configure Groups & Categories (optional)

Inside the company modal, click the Settings tab to define shared Groups (e.g. Design, Development, QA) and Categories. These structure tasks into swimlane rows across all your projects.

5

You're the Company Owner

As creator you have full admin rights — invite members, assign roles, manage projects and accounts. Promote others to Admin from the Members tab at any time.

One company is usually enough. All projects, members and settings live within it. You can create additional companies if you manage separate businesses from the same account.

Step 02
Inviting Team Members
Bring your team into the workspace
1

Open My Companies from the menu

Click (top-left) → My Companies. Select your company then click the Members tab.

2

Enter their email and send

Type the team member's email address and click Send Invite. They'll receive an email containing a 6-digit invite code.

3

They enter their code at ganttasi.com/invite

The invitee visits ganttasi.com/invite, enters their email and 6-digit code, then creates an account or signs in if they already have one. They're automatically added to your workspace.

4

Set their role

From the Members tab you can assign each person's role. Here's what each role can do:

RoleView ProjectsEdit TasksManage MembersCompany Settings
Owner
Admin
Member
Viewer

Invite codes expire after 48 hours. If a team member missed their email or the code expired, return to the Members tab and resend — a fresh code will be issued immediately.

Step 03
Creating a Project
Projects contain your tasks, timelines and milestones
1

Click New Project

Click New Project in the top-right corner of the screen. Enter a clear project name — e.g. "Website Redesign" or "Q3 Campaign".

2

Choose a colour

Pick a project colour — it appears on timeline bars, the dashboard and project labels. Use distinct colours per project so they're instantly recognisable.

3

Edit details any time

Inside a project, click ⋯ More in the top-right toolbar → Edit Project to update the name, description, colour or cover image.

Keep projects focused. Rather than one large "Marketing" project, use a separate project per campaign or quarter. This keeps timelines readable and tasks manageable.

Step 04
Adding Tasks & Milestones
Build your project plan with tasks, assignees and deadlines

Open a project and use the Add ▾ button in the top-right of the project toolbar to add tasks or milestones.

1

Add a Task

Click + Add ▾Task. A new task is created and the task editor opens where you can fill in all the details.

2

Fill in the task details

The task editor lets you set:

  • Name — a clear, actionable description
  • Start date & Duration — when it starts and how many days
  • Status — Planned, In Progress, Done, On Hold, Blocked
  • Priority — Red (high), Amber (medium), Green (low)
  • Assignees — one or more team members responsible
  • Group — the swimlane row this task sits in (e.g. Design, Dev)
  • Category — a sub-category within the group
  • Dependencies — tasks that must finish before this one starts
  • Notes — additional context, links or instructions
3

Add a Milestone

Click + Add ▾Milestone. Milestones mark key dates — client sign-offs, phase completions, deadlines. They appear as diamond markers on the timeline.

4

Drag to reschedule on the timeline

In Timeline — Project view, drag a task bar left or right to change its start date. Drag the right edge to resize its duration. Dependencies update automatically. Dragging is not available in Swimlane view.

Groups create swimlane rows. Assigning tasks to Groups (e.g. "Design", "Dev", "QA") organises the timeline into horizontal rows per team. Set up Groups first in menu → My Companies → Settings tab.

Step 05
Using Different Views
Switch views using the tabs in the project toolbar

Every project has four views: List Timeline Kanban Notes — accessible from the tabs in the top toolbar of any open project.

List

A table of all tasks with status, assignees, dates and priority. Best for reviewing and editing details quickly. Filter by assignee, category or group.

Timeline

The Gantt chart. Tasks as horizontal bars across a calendar. Toggle between Swimlane (grouped by team) and Project (all tasks in sequence) using the toolbar toggle. Drag to reschedule is available in Project mode only.

Kanban

Columns per status — Planned, In Progress, Done, On Hold, Blocked. Drag tasks between columns to update status. Best for standups and daily work management.

Notes

A shared notepad for the project — meeting notes, decisions and links that don't belong in a task. Organised by group and category. Visible to all project members.

Dashboard: Your starting view when you log in. Shows all projects with a combined timeline, progress overview, workload by assignee, and overdue alerts.

My Tasks (left sidebar): A personal view on the dashboard showing every task assigned to you across all projects, grouped by project, due date, or status.

Step 06
Sharing a Project
Give team members or clients access to a specific project
1

Open the More menu inside a project

Open a project and click ⋯ More in the top-right toolbar → select Share. This opens the project sharing panel.

2

Add existing team members instantly

If the person is already in your company workspace, select them from the dropdown and choose their role — Owner, Editor, or Viewer. They get immediate access with no email needed.

3

Invite someone new by email

Enter an email address to invite someone not yet in your workspace. They receive a 6-digit invite code and are prompted to create an account at ganttasi.com/invite. Once signed up, they have access to this specific project.

Project sharing and company membership are separate. You can share an individual project with someone without adding them to your company. Useful for external clients or contractors who only need one project.

Step 07
Setting Your Preferences
Personalise how Ganttasi works for you

Click the gear icon in the top-right corner to open your preferences. Settings here apply to your account only and don't affect team members.

1

Default project view

Choose which view (List, Timeline — Swimlane, Timeline — Project, Kanban, Notes) opens by default when you enter any project.

2

Default timeline zoom

Set the starting zoom level when opening a timeline — useful if you typically work week-by-week or prefer to see months at a glance.

3

Show completed tasks

Toggle whether Done tasks appear in project views. Turn off to keep views focused on active work only.

4

Email notifications

Control whether you receive a weekly summary every Monday and daily assignment notifications for tasks assigned to you that are due or overdue.

Sign out is the icon immediately to the right of the gear, also in the top-right corner of the screen.