Kantata Connect Prebuilt Workflows – Kantata Knowledge Base

Overview

The tables below include all the prebuilt workflows that are available in Kantata Connect.

Note: For more information on building custom workflows, please reach out to Customer Success.

Name	Description
Organization Not Applied	Send a notification to the Project Administrator when a project is created without applying organizations (Organizations required).
Task Due Date Exceeded	Send a notification to the Project Lead when a task’s due date extends past the project’s due date.

Name	Description
Copy Task Tag to Custom Field	Copy a specific task tag into that task’s custom fields when a task is created.
Invite Users to New Project	Invite a set of users to each new project.
Apply Task Budgets to Project Budget	Sum all task budgets and apply the value to the project budget or a project custom field.
Match Subtask Custom Fields to Parent	Match the task custom fields to the parent task’s custom field values when a new subtask is created.
Match Project Organization	Match the project creator’s organizations to the project’s organizations (Organizations required).
Set Project Lead as Time Approver	Set the Project Lead as the designated time approver or set the time approver as the Project Lead.

Name	Description
Set Onboarding/Offboarding Workweeks	Update the user workweek based on the specified hire/end date user custom field.
Match Cost Rate to Account Role	Match a new user’s cost rate to their account role.
Map Holiday Calendar to User	Map a holiday calendar to a user based on their organization’s geography or a user custom field value.

Name	Description
Remove Future Scheduled Hours	Remove all future scheduled hours when a task is marked as Complete.
Create Allocations From Scheduled Hours	Create allocations matching scheduled hours for a resource or project.

Name	Description
Create Custom Rate Card	Create a custom rate card based on a specified discount amount.