• Tasks Overview

      Overview Tasks are the building blocks used to prioritize and schedule your work. Kantata has several valuable tools to help you with this impor...

    Read More >
  • Create a Task

        Overview Tasks are the building blocks of every project and help you visualize both the project work breakdown structure and timeline. After y...

    Read More >
  • Project Task Tracker

      Overview The Task Tracker is an interactive, visual representation of all the tasks, deliverables, and milestones required to complete a project....

    Read More >
  • Global Tasks Tracker

      Overview The global Tasks Tracker is a customizable overview of all tasks, deliverables, milestones, or issues across all your projects—includin...

    Read More >
  • Task Status Sets [Early Access]

      Overview Note: An Account Administrator can activate Task Status Sets on the Early Access page under Settings > Early Access. Task Status Sets a...

    Read More >
  • Task Types

      Overview Every task can be assigned a specific task type to help you more easily visualize the work breakdown structure of a project and categor...

    Read More >
  • Task Details Side Panel

      Overview The Task Details side panel gives you instant access to task details and information, providing better context and visibility. The side...

    Read More >
  • Task Status

        Task Status Color Task Type •NS Not Started Grey Task, Deliverable, Milestone •ST Started Green Task, Deliverable, Milestone •NI Nee...

    Read More >
  • Archiving and Unarchiving Tasks

      Overview Archiving a task allows you to hide it from the project without deleting the task and its data. This is especially helpful if you only ...

    Read More >
  • Task Tracker Columns

      Overview The Task Tracker has a variety of available columns that you can configure to create views that fit your project and team’s criteria. A...

    Read More >
  • Task Dependencies in the Task Tracker

      Overview Creating task dependencies in the Task Tracker allow you to define relationships between tasks and visualize the sequence in which they...

    Read More >
  • Export Project Information

    How to Export Your Activity Feed To save a PDF of a project's Activity Feed, first navigate to the project. In the header, click on the Actions (“ ...

    Read More >
  • Boards Overview

      <>> Overview Get your work done faster and enhance team communication with Kantata OX's Boards. This feature offers various lane options, commen...

    Read More >
  • Tasks Board Overview

      Overview The Tasks Board offers a card view of the project tasks that are found in the Task Tracker. Each project task is represented by a Task ...

    Read More >
  • To Do Board Overview

      Overview Note: An Account Administrator can activate the To Do Board via the Project To Dos settings at Settings > General. With Kantata OX's T...

    Read More >
  • Global Boards

      Overview The Global Tasks and To Do Board shows a high-level card view of all your project’s tasks and To Do items. The ability to see everythin...

    Read More >
  • Task Tracker Shared Views

      Overview After creating a view in the Task Tracker, you can set it as a Shared View so it can be shared and accessed by other account members. ...

    Read More >
  • Task Tracker Bulk Actions

      Overview In the Task Tracker, you can use bulk action options to perform a specific action on a large number of tasks at the same time. To acces...

    Read More >
  • Update Task Estimates During the Estimate Stage

    Keep task budgets and task estimated hours in sync with estimated fees and resource estimated hours during the Estimate stage.   Project Permissio...

    Read More >
  • Keyboard Navigation in Task Tracker

    The Task Tracker is designed with enhanced keyboard navigation, promoting inclusive accessibility for both power users and people of all abilities....

    Read More >
  • Legacy Task Tracker

    As of March 14, 2023, the Task Tracker—previously known as the New Task Tracker—has been enabled for all accounts and removed from the Early Access...

    Read More >
  • Creating Legacy Views in the Task Tracker

      Overview The project Task Tracker allows you to create and share a customized view of filters, sort options, and custom columns that mirror the ...

    Read More >