What We'll Cover

  • Building Reusable Project Templates

    Get started with the basics of building project templates, how to work with projects and templates, and what actions are available.

  • Refining Your Work Breakdown Structure in the Task Tracker

    Learn how to refine your work breakdown structure in the Task Tracker and the Task Details Side Panel.

  • Managing Task Dependencies in the Gantt Chart

    Learn how to manage task information and dependencies in the Gantt Chart.

Course Description

Expected Duration: Approximately 45 minutes

Do your projects have a repeatable process with standardized offerings or deliverables? Whether you’re providing consulting services or developing a product, you can use templates in Kantata to automate your process and get your teams set up faster. This course will cover the process of creating a new project template and building a reusable work breakdown structure. We will also review how to manage tasks in the Task Tracker and create dependencies in the Gantt chart.

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
    Building Reusable Templates
  • 2
    Refining Your Work Breakdown Structure in the Task Tracker
  • 3
    Adding Task Dependencies in the Gantt Chart
  • Course Overview & Learning Goals Module 1: Overview and Resources Scenario: Process Improvement Reading: Configuring Reusable Templates Demo: Building Project Templates Lab: Build a Project Template Demo: Task Estimated Hours Check In: What Key Questions Were Answered?
  • Module 2: Overview and Resources Demo: Applying a Template to a Project Reading: Refining Your Work Breakdown Structure in the Task Tracker Demo: Refining Your Work Breakdown Structure in Task Tracker Activity: Stay Connected on the Kantata Community
  • Module 3: Overview and Resources Reading: Adding Task Dependencies in the Gantt Chart Demo: Managing Dependencies in the Project Gantt Chart Check Your Knowledge: Case Study Scenarios Survey: Course Feedback

Course Pricing

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