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Every client engagement follows a trajectory: an intake, one or more data collection rounds, reporting, follow-up, and often a repeat cycle. Wenite’s project management tools let you plan and track that trajectory from inside the client dossier — so the work you do, the milestones you hit, and the actions you commit to are always connected to the data that drives them.

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Creating a project

A project in Wenite represents a single engagement trajectory for a client. You create it inside the client’s dossier, which means it is automatically linked to all their data and history from the moment it exists.
1

Open the client dossier

Navigate to the relevant client from the Cockpit or your client list.
2

Start a new project

Select the option to create a new project within the dossier. Give it a clear name that reflects the engagement — for example, “Organisational Scan Q3” or “Team Effectiveness Trajectory”.
3

Set the scope

Define the purpose of the project: what you are measuring or addressing, the expected timeline, and any initial milestones you already know about.
4

Add collaborators if needed

If you are working with a colleague or an associate on this engagement, you can add them to the project from the outset.
Once created, the project becomes the organising structure for everything that happens within that engagement — data collection rounds, reports, follow-ups, and notes all attach to it.

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Timeline and milestones

Inside each project, you can schedule the key moments of the engagement so nothing falls through the cracks and you always know what is coming up. Typical milestones you might set include:
  • Data collection rounds — the date a scan opens and closes for respondents
  • Interim check-ins — a scheduled moment to review preliminary data with the client contact
  • Report delivery — the deadline by which you commit to delivering a completed report
  • Follow-up sessions — planned touchpoints after the report to review progress on recommendations
Milestones show up in your Cockpit view, so you have visibility across your entire portfolio without having to open each project individually.

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Follow-up management

Recommendations without follow-up rarely stick. Wenite lets you capture action items and next steps directly within the project so they stay connected to the work that generated them. For each follow-up item you can record what was agreed, who is responsible, and when you expect to revisit it. When you return to the project — or start a new round — those items are waiting for you, ready to be reviewed and acted on. This makes it straightforward to walk into a follow-up session with a clear picture of what was committed to last time, without hunting through meeting notes or email threads.

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Working with multiple projects

When you run an active portfolio, it is common to have multiple projects in flight at the same time — across different clients, different stages, and different cadences. The Cockpit gives you an aggregated view of all open projects, pending milestones, and outstanding actions, so you can manage the full picture without losing detail on any single engagement.
If you are managing several clients simultaneously, use consistent naming conventions for your projects. Clear names like “Intake Scan – [Client] – [Quarter]” make it easy to orient yourself in the Cockpit without needing to open each dossier individually.
Projects always live inside the client dossier, not alongside it. This means every milestone, action, and data point attached to a project is automatically part of that client’s permanent record. When a project closes, the history stays — ready to inform your next engagement with that client.