Getting Started

  • 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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  • 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 Requirements

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

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  • Left-Hand Navigation

    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...

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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

      Symbol ISO Code Name د.إ AED United Arab Emirates Dirham ؋ AFN Afghan Afghani Lek ALL Albanian Lek դր. AMD Armenian Dram ƒ ANG Net...

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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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