Templates
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Project Templates Overview
Account Permissions Needed: Project Creator (or higher) Overview We know that some projects can be complex—with multiple tasks, deliverabl...
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Create a Template from a Project
Account Permissions Needed: Project Creator (or higher) Overview You can create templates from any of your projects. Doing so facilitates more ac...
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Role-Based Planning with Project Templates
Overview Kantata’s role-based planning capabilities allow you to assign roles to resources in your project templates. From here, you can add an unn...
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Create a Project from a Template
How to Create a Project from an Existing Template On the left navigation, hover over Templates and select All Templates. In the Actions column, cl...
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Apply a Template to a Project
With Kantata OX, you can apply a template that contains commonly repeated tasks, assignments, and other information to an existing project. This sa...
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Create a Template
Overview Creating templates allows you to quickly and more easily create projects and ensures that you have the time and resources necessary to be ...
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Share a Template
Overview When you create a project template, you, as the template owner, can share it with other users so they can either view or edit it depending...
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Clone a Template
Overview At times, you may want to create a template that is similar to an existing template, with only a few differences. Instead of creating a ne...
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Import a Template from CSV
Overview In Kantata, projects and tasks are currently imported using templates. Templates are imported from .csv or .txt files in CSV format. To im...
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