Getting Started

Welcome to Kantata! Kantata's all-in-one software combines advanced project management, resource planning, collaboration, and financial tools to he...

Kantata allows companies of all types and sizes to manage the entire lifecycle of project-based relationships, including: project and team manageme...

  INFO The default Provider and Client team names can be customized globally in General Settings or individually for each project in Project Set...

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...

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...

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...

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 ...

Notifications help you stay on top of your projects and quickly respond to changes and issues as they occur.   Overview Notifications help you sta...

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...

Kantata Requirements Kantata is a web-based platform accessible on Windows, Mac, and Chrome-based operating systems—no hardware installation is req...

The left-hand nav bar gathers all of Kantata OX’s functionality in one place, so you can quickly access your dashboard, projects, tasks, files, tim...

  Overview The Post Search feature allows you to search for specific activity posts from anywhere within Mavenlink. How to Search for Activity Po...

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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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...

    Actions Displays a menu containing app-wide or contextual commands.   Add New Adds or creates something new in Kantata OX.   Ad...

  Overview In-app help is available on every page within Kantata OX. You can search for and access Knowledge Base articles, in-app announcements, ...