Left Navigation

Overview

The collapsible left navigation gathers all of Kantata OX’s features and functionality in one place, so you can quickly jump between different sections of the app, saving time and increasing productivity. The left navigation is organized into clear and intuitive categories that make it easier to find what you need.

• Dashboard—Stay up-to-date on progress, view upcoming work, and access files.
• Projects—Plan and manage work to meet deadlines within budget.
• Tasks—Organize and track work, communicate and collaborate with your team.
• Templates—Save time and effort by creating new projects and tasks with pre-defined settings.
• Time & Expense—Add time and expense entries, see timesheets, and manage approvals. 
• Billing—Send invoices and perform other general ledger activities.
• Insights—Gain advanced visibility into performance and trends.
• Estimates—Create multiple staging and resource allocations for each project.
• Resourcing —Schedule named or unnamed resources with hard or soft allocations.
• Network—Expand your resource pool by connecting with external partners and freelancers.
• Pulse
  • For non-Account Administrator users: See a list of the Pulse surveys you need to respond to on the Pending Pulse Surveys page.
  • For Account Administrators: Manage Pulse settings for the account and view Pulse scores from all projects.
  • For all users: If you have unanswered surveys, a count will appear next to the Pulse link in the left navigation.
• Analytics—Keep your eye on the bottom line with real-time performance reports.
• Settings—Manage general settings, integrations, account Members, and Custom Branding.

Default Left Navigation Options

What's available in the left navigation is determined by your current plan, Account Permissions, and Access Group settings. The table below shows the Account Permissions that provide access to specific left navigation selections by default.

* Time & Expense will appear in the left navigation only after members with this Account Permission are invited to a project.
† Each user can show or hide the sections within the Insights menu via Insights User Settings.
‡ The Pulse account add-on is required to see Pulse in the left navigation. Account Administrators see Pulse management links within the Pulse submenu, while all other account-level permissions see a link to the Pending Pulse Surveys page. Non-Account-Administrator users only see the Pulse option in the left navigation when Pulse is activated for the account. For all users, if you have unanswered surveys, a count will appear next to the Pulse link.

Collapsing the Left Navigation

The collapsible left navigation gives you more space to focus on your work.

Make Any Page Your Homepage

You can set almost every section of Kantata OX as your homepage, so it's the first thing you see when you log in.

Pinning the Submenu

There is an option to pin the submenu of the main navigation bar; this makes it easier and faster to get exactly to the areas of Kantata OX that have the greatest meaning to you and your business. Just hover over any selection in the left navigation bar and click the pin icon (“   ”) in the upper-right corner of the submenu when it appears.

Custom Branding and Company Logos

Additionally, with Custom Branding, you can personalize the look and feel of the left navigation bar by customizing the background color and adding your company logo.

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