Tasks
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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
Overview Allowing you to create custom task statuses and manage which statuses are available for specific types of projects, the Task Status Se...
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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
NOTE Changes made in the Task Details side panel cannot be undone using the Undo button in the Task Tracker toolbar. Overview The Task Details...
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Task Status
Overview Task statuses allow you to quickly communicate the progress of a task. If you have permission to view or edit tasks, you can view or updat...
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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, commentin...
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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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