Aligning your organization’s use of Kantata with your business processes will ensure that you always have the data and information you need. With Custom Fields, you can create additional value fields for projects, tasks, and account members to keep better track of client or project codes, contact information, employee IDs, target ROIs, or any other relevant data that might be important to your organization. This course will cover how to analyze your process to identify your needs and create Custom Fields to help you align your use of Kantata to your business processes and workflows.
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 remove any data or information from the labs that may impact your organizational account.
In this course you will learn how to:
- Reflect on your organization’s needs for Custom Fields
- Analyze scenarios to identify which type of Custom Fields need to be created
- Create custom fields for projects, tasks, users and groups
- Leverage Custom Fields for resource management
Course Overview & Learning Goals Module 1: Overview and Resources Scenario: Custom Fields Reading: Introduction to Custom Fields Demo: Overview of Custom Fields Reading: Best Practices for Custom Fields
Module 2: Overview and Resources Reading: Common Use Case Scenarios | Projects & Tasks Demo: Project Level Custom Fields Demo: Task Level Custom Fields Activity: Stay Connected on the MavenExchange
Module 3: Overview and Resources Demo: Leveraging Custom Fields for Resource Requests Lab: Create a Custom Field Check Your Knowledge: Case Study Scenarios Survey: Course Feedback Reading: Common Use Case Scenarios | Users & Groups