What We'll Cover

  • Project Creation & Settings

    Get started with basic navigation, features, and platform permissions. Learn about the support resources available to you as a Kantata account member.

  • Project Permissions & Roles

    Customize your user experience on Kantata, from how often you want to receive communication to how you want to view projects and tasks.

  • Project Team Setup

    Identify functionality to manage your work in Kantata - from communicating and collaborating with your team to tracking your time and expenses.

Course Description

Expected Duration: Approximately 45 minutes

Are you responsible for creating new projects in Kantata? Do you have some new projects to create, and you want to make sure you get your project team set up correctly? This course will cover the basics of creating new projects, from managing project settings to configuring permissions and ensuring that everyone on the project has the appropriate access. We will review the different ways to create a new project, how to set up project rates & roles, and how to add team members and clients to the project.


In addition to the readings, resources, and demo videos, this course also includes hands-on labs and activities. Please note that it is recommended that you either complete the labs from a demo account or make sure to delete any information that may be on your organizational account.

Course curriculum

  • 1
    Course Introduction
  • 2
    Project Creation & Settings Configuration
  • 3
    Project Permissions & Roles
  • 4
    Project Team Setup
  • Course Overview & Learning Goals Interacting With Your Course Activity: Connecting with the Kantata OX Community
  • Module 1: Overview and Resources Scenario: Project Creation & Setup Reading: Project Creation & Settings Configuration Demo: Creating a New Project Reading: Leveraging Forms for Project Creation Activity: Outline Your Organizational Processes Knowledge Check: Project Creation and Settings
  • Module 2: Overview and Resources Reading: Project Permissions Reading: Project Rates & Roles Demo: Setting Up Project Rates and Roles Activity: Creating and Configuring a New Project Knowledge Check: Project Permissions & Roles
  • Module 3: Overview and Resources Reading: Project Team Setup Demo: Adding Team Members & Clients to a Project Knowledge Check: Project Team Setup Survey: Course Feedback Reading: Course Conclusion

Course Pricing

Purchase this training course and start learning today! Please contact your Client Success Manager to purchase multiple passes for your organization.