• 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...

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  • 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...

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  • Project Task Tracker

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

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  • Global Tasks Tracker

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

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  • 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 ...

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  • 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...

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  • 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...

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  • Task Status

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

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  • 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 ...

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  • 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...

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  • 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...

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  • 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 (“ ...

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  • Boards Overview

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

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  • 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 ...

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  • 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...

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  • 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...

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  • 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. ...

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  • 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 acc...

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  • 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...

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  • 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....

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  • 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...

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  • 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 ...

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