• Frequently Asked Questions

    Find answers to some of the most commonly asked questions about Kantata. Billing & Plan What features are available in the Free plan? How much is ...

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  • Getting Started with Kantata

    Welcome to Kantata! Kantata OX is a powerful all-in-one software that provides advanced project management, resource planning, collaboration, and f...

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  • What are the benefits of using Kantata?

    Kantata allows companies of all types and sizes to manage the entire lifecycle of project-based relationships, including: project and team manageme...

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  • The Kantata Client Experience

      INFO The default Provider and Client team names can be customized globally in General Settings or individually for each project in Project Set...

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  • New Client Walkthrough

    Welcome to Kantata! You're here because a company you work with has invited you to join Kantata as a client. This article will introduce you to Ka...

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  • User Types Overview

    Overview Your specific user type in Kantata OX determines the areas of the application you can work in, what actions you can perform, and your role...

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  • Edit Profile

    The information you provide in the Edit Profile page appears when people click on your main Profile as well as the User Details side panel. Profile...

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  • Edit the User Profile of Another

    If you have the appropriate Access Group settings, you can edit other account member profiles. You can only edit an account member’s information fr...

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  • Email Address Settings

    Having multiple business or work email addresses is not uncommon and you can add them all to your account. You can set your primary and secondary e...

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  • Notifications Overview

    Notifications help you stay on top of your projects and quickly respond to changes and issues as they occur.   Overview Notifications help you sta...

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  • Setting Up Slack Notifications

    With the Kantata OX app for Slack, you can receive notifications within Slack.   Overview With the Kantata OX app for Slack, you can receive notif...

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  • Kantata OX Requirements

    Kantata is a web-based platform accessible on Windows, Mac, and Chrome-based operating systems—no hardware installation is required. As long as you...

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  • Kantata OX App Bar

    The app bar appears on every page in Kantata OX and contains various options, letting you access handy tools and links from anywhere in the app. T...

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  • Left Navigation

    Overview The collapsible left navigation gathers all of Kantata OX’s features and functionality in one place, so you can quickly jump between diffe...

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  • Search for Activity Posts

        Overview The Post Search feature allows you to search for specific activity posts from anywhere within Kantata OX. How to Search for Activity...

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  • Filters Overview

    Overview The filters in Kantata OX allow you to see only the information you are interested in and hide the rest. The Filters modal is where you se...

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  • Kantata Domain Whitelist

    If you have a proxy, firewall, or other network security in place, make sure your IT and/or security teams have whitelisted the following services ...

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  • Supported Currency ISO Codes and Formats

    Overview Kantata provides a multi-currency feature, allowing foreign markets to utilize project and resource cost rates in their local currencies....

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  • Hour Types in Kantata OX

    Overview Kantata OX offers a variety of hour types, all of which are directly related to a resource, a project, or both. These hour types include a...

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  • Kantata OX Icon Legend

    Note: This article looks best in the Knowledge Base.     Actions Displays a menu containing app-wide or contextual commands.   Add New ...

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  • In-app Help

      Overview In-app help is available on every page within Kantata OX. You can search for and access Knowledge Base articles, in-app announcements, ...

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  • Kantata Mobile Overview

      INFO The collaboration features of the mobile app are free to all Kantata users. However, to access Time and Expenses, you must be on a Premier...

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  • System Status

    The System Status page provides an overview of the current status of Kantata OX, including uptime, performance, availability, network, and server i...

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