Templates

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

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...

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, ...

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. You can also choose to create a template from an existing projec...

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...