Getting Started
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Frequently Asked Questions
Find answers to some of the most commonly asked questions about Mavenlink. Billing & Plan What features are available in the Free plan? How much i...
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Getting Started with Kantata
Welcome to Kantata! Kantata's all-in-one software combines advanced project management, resource planning, collaboration, and financial tools to he...
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What are the benefits of using Kantata?
Kantata allows companies of all types and sizes to manage the entire lifecycle of project-based relationships, including: project and team manageme...
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The Kantata Client Experience
INFO The default Provider and Client team names can be customized globally in General Settings or individually for each project in Project Set...
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New Client Walkthrough
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 Ka...
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User Types Overview
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...
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Edit Profile
The information you provide in the Edit Profile page appears when people click on your main Profile as well as the User Details side panel. Profile...
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Edit the User Profile of Another
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...
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Email Address Settings
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 secondary ...
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Notifications Overview
Notifications help you stay on top of your projects and quickly respond to changes and issues as they occur. Overview Notifications help you sta...
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Setting Up Slack Notifications
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...
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Kantata OX Requirements
Kantata is a web-based platform accessible on Windows, Mac, and Chrome-based operating systems—no hardware installation is required. As long as you...
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Left Navigation
Overview The collapsible left navigation gathers all of Kantata OX’s features and functionality in one place, so you can quickly jump between diffe...
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Search for Activity Posts
Overview The Post Search feature allows you to search for specific activity posts from anywhere within Mavenlink. How to Search for Activity Po...
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Kantata Domain Whitelist
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 ...
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Supported Currency ISO Codes and Formats
Overview Kantata provides a multi-currency feature, allowing foreign markets to utilize project and resource cost rates in their local currencies....
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Hour Types in Kantata OX
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...
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Kantata OX Icon Legend
Actions Displays a menu containing app-wide or contextual commands. Add New Adds or creates something new in Kantata OX. Ad...
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In-app Help
Overview In-app help is available on every page within Kantata OX. You can search for and access Knowledge Base articles, in-app announcements, ...
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System Status
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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