Templates

  • Project Templates Overview

     Account Permissions Needed: Project Creator (or higher) Overview We know that some projects can be complex—with multiple tasks, deliverabl...

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  • Create a Template from a Project

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

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  • Role-Based Planning with Project Templates

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

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  • Create a Project From a Template

    How to Create a Project from an Existing Template On the left-hand nav bar, hover over Templates and select All Templates. In the Actions column, ...

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  • Apply a Template to a Project

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

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  • Create a Template

    Overview Creating templates allows you to quickly and more easily create projects. You can also choose to create a template from an existing projec...

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  • Share a Template

    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...

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  • Clone a Template

    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...

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  • Import a Template from CSV

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

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