Templates

 Account Permissions Needed: Project Creator (or higher) Overview You can create templates from any of your projects. Doing so facilitates more ac...

Overview Kantata’s role-based planning capabilities allow you to assign roles to resources in your project templates. From here, you can add an unn...

How to Create a Project from an Existing Template On the left navigation, hover over Templates and select All Templates. In the Actions column, cl...

With Kantata OX, you can apply a template that contains commonly repeated tasks, assignments, and other information to an existing project. This sa...

Overview Creating templates allows you to quickly and more easily create projects and ensures that you have the time and resources necessary to be ...

Overview When you create a project template, you, as the template owner, can share it with other users so they can either view or edit it depending...

Overview At times, you may want to create a template that is similar to an existing template, with only a few differences. Instead of creating a ne...

Overview In Kantata, projects and tasks are currently imported using templates. Templates are imported from .csv or .txt files in CSV format. To im...