• Project History

     Project Permission Needed: Project Administrator Overview Project History allows Project Administrators to review project activity over the last...

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  • Formatting Markdown

    Overview Markdown is a lightweight, human-readable markup language used for formatting text. It’s a simple way to add things like bold, italics, li...

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  • Your Dashboard 

      Overview  Your Dashboard provides an overview of all your assigned tasks. It’s where you can stay in-the-know with the latest Activity Feed post...

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  • Uploading and Sharing Files

      Overview Uploading documents and files is an important component of your project. You can add files to your project by creating a post in the pr...

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  • Archive and Delete Projects

      Overview When projects are complete or put on hold, you can archive or delete them. This helps keep your project list up-to-date so you can foc...

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  • Setting Up Team Names

      Overview When you’re collaborating in a lot of projects at once, it’s important to keep your team names standardized so your team is clear on wh...

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  • Joining an Open Project

    Overview Project Administrators can make all projects open—meaning an account member can join it without an invitation—via the account’s General S...

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  • Milestone Weighting

      Overview Assigning weighting to Milestones allows you to define various percentages of project completion along the way. Once you complete a mil...

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  • Budgeted Projects

      The Budget tab on the Project Admin box in a project's workspace shows you the project’s budget as well as the budget used. Within this view, yo...

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  • Project Files Tab

      Overview The Files tab in the project workspace contains a collective list of all files that you and other team members have uploaded to your pr...

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  • Project Cards Overview

      Overview window.availablePlans = ["Enterprise","Premier","Professional","Teams","Free"]; The Project Cards page is a collective view of all ...

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  • Privacy Settings for Projects in Kantata OX

    Overview A project’s privacy settings allow you to control which projects account members can openly join and which projects require an invitation ...

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  • Guest Access

      Overview With Guest Access, members can view information about a project without joining. For example, a member with View Financials guest acces...

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