Start with a useful result
Kanbai is a project-management application for consultants, practice leads and teams working with people and AI agents. It connects project plans, tasks, dependencies, responsibilities and project documents.
You can try a project document before opening a private workspace. Start with the Project Scope Statement: it helps you state the purpose, expected results, exclusions, constraints and acceptance criteria.
Draft, download and return
For a small example, use “Plan a customer workshop” as the purpose, “Agenda and participant workbook” as the results, and “Workshop delivery is excluded” as an exclusion. Choose your own constraints and acceptance criteria.
The standalone draft is kept in this browser, not in your account. Keep the downloaded file if you need a portable copy.
- Open Project Scope Statement and use an example project rather than confidential client information while trying the tool.
- Complete each relevant field. State a concrete deliverable and how you will decide it is acceptable; name important exclusions.
- Choose Download Markdown to save a text file. Open the downloaded file and check that it contains the wording you entered.
- Return to the same tool in the same browser and confirm that your draft fields are still there. Download again after any edits.
Move into project work
For work with tasks, dates and owners, browse the project templates. Inspect the task list and source before choosing a starting point.
Private project workspaces require sign-in and project access. Inside an authorized project, open Instruments, the project's document forms, save the document there and reopen it when you return.
Browse project templatesWork in a projectGet help with access
Related development status
| Feature | Vision | Current state | Gap | Planned timing |
|---|---|---|---|---|
| Planning documents | Project plans and client paperwork that agree. | Standalone document generators create Markdown from your fields; authorized project instruments have a separate save/export path. | More connected review across the plan and its documents. | Not yet scheduled |
| Drafts and return | Return to the exact work you reviewed, across supported contexts. | Standalone text drafts use this browser's local storage. Markdown downloads are portable copies; project records require an authorized project save. | Account-based cross-device draft saving and browser restore of risk-table rows are not connected. | Not yet scheduled |