Getting Started

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

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

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

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 Kan...

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...

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

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...

Overview 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 s...

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

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...

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

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...

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

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

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...

Overview With Saved Views, you can use different combinations of filters, sorting options, and custom columns to determine how information displays...

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 ...

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

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...

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

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

  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...

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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