Course Description
Expected Duration: Approximately 2 hours
The Kantata OX Fundamentals course is intended to introduce you to Kantata, define key terms and concepts, enable you to configure your individual user experience, and show you how to complete essential tasks in the system including collaborating with others and tracking your time and expenses.
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 Kantata account.
Course curriculum
-
1
Course Introduction
-
2
Introduction to Kantata OX
-
3
Configuring Your User Experience
-
4
Project Communication & Collaboration
-
5
Time & Expense Tracking
-
Course Overview & Learning Goals Interacting With Your Course Meet the Team -
Module 1: Overview and Resources Scenario: Organizational Impact Reading: Introduction to Kantata OX Demo: Overview of Kantata OX Reading: Overview of the Resource Management Process Activity: Stay Connected on the Kantata Community Knowledge Check Questions: Introduction to Kantata OX -
Module 2: Overview and Resources Scenario: Getting Started Reading: Getting Started Demo: Left-Hand Navigation Reading: User Interface Introduction Reading: Notifications Overview Demo: Configuring Your Notifications Reading: Configuring Slack Notifications Reading: Introduction to Permissions Reading: Project Permissions Activity: Explore The Professional Services Pursuit Podcast Demo: Support Resources Demo: Configuring Your User Settings Lab: Profile Configuration & Email Settings Activity: Stay Up to Date with Release Notes Knowledge Check: Configuring Your User Experience -
Module 3: Overview and Resources Scenario: Project Management Reading: Project Workspace Overview Demo: Project Workspace Overview Reading: Project Overview & Activity Feed Reading: Task Tracker Demo: Creating and Sharing a Saved View in the Task Tracker Reading: Task Details Side Panel Reading: The Gantt Chart & Baselines Demo: Gantt Chart Overview Reading: Boards and To Dos Activity: Managing Your Workflow with Boards and To Dos Reading: Resourcing, Files and Additional Tabs Reading: Project and List Views Reading: Global Task Tracker Demo: Customizing Your Global Task Tracker View Lab: Customize Your Global Task Tracker Knowledge Check: Project Communication & Collaboration -
Module 4: Overview and Resources Scenario: Time & Expense Tracking Reading: Overview of Time & Expenses Demo: Overview of Time Tracking Reading: Time Tracking Demo: Adding Time Off Activity: Explore Resource Library Success Stories Reading: Expense Tracking Demo: Creating and Submitting Expense Reports Knowledge Check: Time & Expense Tracking Survey: Course Feedback