Using Google Contacts in Kantata OX

Overview 

With Kantata OX’s Google Contacts integration, you can more easily communicate with your team members with the click of a few buttons. Quickly create and reply to project posts without needing to copy and paste the project workspace email every time. Additionally, creating a Google Contact for a project ensures that no communications will be accidentally sent to your spam folder since the project email is already a trusted contact. 

Lastly, the Google Contacts integration allows you to select your Google Contacts when you invite a user to a project.

To learn how to activate Google Contacts, see the Google Workspace Integration Overview article.

How to Create a Google Contact for a Project

1. In the left navigation, click Projects, and then select the desired project from the Project List.
2. In the Activity tab, scroll down to the Email and Notifications section—which is located on the lower-right side of the screen—and click Create a Google Contact for this project.
3. In the confirmation modal that appears, click OK. The project’s Google Contact is now available in your Google account.
   

How to Create a Post Using a Project Google Contact

1. Log in to your Gmail account.
2. On the left side of the screen, click Compose. A new email window appears.
   
   
3. In the new email window, type the project name into the Recipients field.
4. Select the Google Contact for that project in the drop-down that appears.
5. Enter the post content in the email body.
6. Click Send. The content appears in the project workspace.
   Note: All content in the email body will be included in the project post. It’s recommended to delete any other content you want to omit from the project post (e.g. a default email signature) before you send the email.