What We'll Cover

  • Introduction to Project Templates

    In this module, we will begin with an introduction to templates, and explore how you can configure reusable templates to streamline your project setup process.

  • Leveraging Project Templates

    In this module review the different ways to leverage project templates, from creating a project template from scratch to applying an existing template to a project. We will also explore how to leverage role and task based planning in templates.

  • Refining Your Work Breakdown Structure in the Task Tracker

    In this module we will take a closer look at how to further refine your work breakdown structure in the project Task Tracker and where you can view and manage task details. We will also explore how to leverage bulk actions to optimize your project setup process.

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 template, including building a reusable work breakdown structure in Task Tracker, how to manage and maintain templates efficiently, and leveraging role-based planning.

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
    Introduction to Project Templates
  • 3
    Leveraging Project Templates
  • 4
    Refining Your Work Breakdown Structure in the Task Tracker
  • Course Overview & Learning Goals Interacting With Your Course Scenario: Meet the Team
  • Module 1: Introduction to Project Templates Scenario: Project Setup Reading: Project Templates Overview Reading: Configuring Reusable Templates Activity: Building Project Templates Demo: Task Estimated Hours Knowledge Check: Understanding Project Templates
  • Module 2: Leveraging Project Templates Reading: Import a Template from CSV Reading: Create a Template from a Project Reading: Creating a New Template from Scratch Reading: Role-Based Planning with Project Templates Reading: Create a Project from a Template Reading: Applying a Template to a Project Activity: Applying a Template to an Existing Project Reading: Share a Template Reading: Clone a Template Lab: Build a Project Template Knowledge Check: Leveraging Project Templates
  • Module 3: Refining Your Work Breakdown Structure in the Task Tracker Scenario: Refining Your Work Breakdown Structure Reading: Task Tracker Activity: Refining Your Work Breakdown Structure in Task Tracker Activity: Bulk Actions in the Task Tracker Reading: Overview of the Task Side Panel Activity: Connecting with the Kantata OX Community Knowledge Check: Refining Your Work Breakdown Structure in the Task Tracker Reading: Course Conclusion Survey: Course Feedback

Course Pricing

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