⚠️ Workbooks is a feature available exclusively in Instagantt Standalone. This feature is not available on Instagantt for Asana.
A workbook in Instagantt is your central hub for managing multiple Gantt chart projects, organizing your workspace, and controlling team access. Workbooks make it easier to streamline your project management workflow, group related projects, and keep your portfolio structured for better clarity and performance.
🧭 Table of Contents
What Is a Workbook in Instagantt?
Why Workbooks Matter for Project Management
Creating and Managing a Workbook
Permissions & Access Control
Customizing Your Workbook
Summary
Frequently Asked Questions (FAQ)
🗂️ What Is a Workbook in Instagantt?
A workbook in the Instagantt Standalone version is a container that holds multiple projects or online Gantt charts in one organized space. Instead of managing each project separately, you can group them into a single workbook—by client, workflow, department, or initiative.
Workbooks appear in the sidebar and act as a central command center, helping you structure and manage everything in one place. You can create as many workbooks as you need by opening the Projects menu, selecting + New Workbook, naming it, and adding your projects.
🎯 Why Workbooks Matter for Project Management
Workbooks are essential for maintaining clarity, structure, and efficiency across your work. By grouping related projects into a single location, you simplify navigation, reporting, and long-term planning.
They are particularly valuable for teams managing multiple project timelines, client portfolios, or independent workflows. Workbooks also improve visibility, allowing you to switch between groups of projects instantly—helping support a smoother, more scalable project management process.
🛠️ Creating and Managing a Workbook
To create a workbook, open the Projects section from the left sidebar, click the drop-down, and choose + New Workbook. Once created, you can populate it with new or existing projects and manage all high-level settings from the Workbook Settings section available in the left sidebar.
You can adjust the workbook name, working days, currency, and other elements to match the unique requirements of that group of projects. This flexibility makes it easier to manage different types of projects within the same account.
🔐 Permissions & Access Control
Access control is managed at the workbook level, meaning that inviting a user to a workbook automatically grants them access to every project inside it.
This simplifies collaboration and improves security because you only need to manage permissions once—ideal for larger teams or organizations using Instagantt as their online project management solution.
Roles such as Owner, Admin, and Member help define who can edit, view, or manage the workbook.
🔧 Customizing Your Workbook
Instagantt allows each workbook to be customized independently to better support your workflow:
Set custom working days
Adjust time settings or financial details
Manage members and permission levels
Configure other project management preferences
This flexibility ensures each workbook functions as its own optimized workspace, perfectly aligned with the type of projects and teams working within it. Just head over to the left sidebar and click Settings to check the different available customizations.
📝 Summary
A workbook in Instagantt is a powerful organizing tool designed to centralize your project management, simplify navigation across multiple Gantt chart projects, and give you more control over structure, permissions, and workflows. Workbooks help your team stay aligned, improve reporting, and create a cleaner, more professional project environment.
📘 Work Smarter with Workbooks
Workbooks are the core of every workspace in the standalone version, keeping all your projects structured and connected.
⚡️ Try Instagantt to stay organized and manage your workflow efficiently.
❓ Frequently Asked Questions (FAQ)
Can I have multiple workbooks?
Yes, you can create as many workbooks as needed to group and organize different sets of projects.
How do I invite someone to a workbook?
Open the workbook settings and add members. Access applies to every project contained in the workbook.
Can I customize working days or currencies per workbook?
Yes. Each workbook supports independent configuration to match your team’s schedule or project requirements.
What happens if I remove someone from a workbook?
They immediately lose access to all projects within that workbook.
How can I archive a workbook?
Expand the left sidebar, click Settings, then head over to the Settings tab and click Archive.
Does archiving a workbook delete its projects?
Archiving a workbook may impact the projects inside it, which will be archived beyond recovery, so make sure to relocate or archive your projects beforehand.
