What We'll Cover

  • Introduction to Kantata OX

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

  • Customizing Your User Experience

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

  • Project Collaboration and Time & Expense Tracking

    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 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 Reading: Key Terms and Concepts Scenario: Meet the Team
  • Module 1: Overview and Resources Scenario: Organizational Impact Reading: Introduction to Kantata OX Demo: Overview of Kantata OX Reading: Kantata AI-Powered Optimization Reading: Introduction to Resource Management Activity: Connecting with the Kantata OX Community Knowledge Check: Introduction to Kantata & Resource Management
  • Module 2: Overview and Resources Scenario: Getting Started Reading: Getting Started Demo: Left-Hand Navigation Reading: User Interface Introduction Reading: Notifications Overview Activity: Configuring your User Settings Reading: Configuring Slack Notifications Activity: Explore The Professional Services Pursuit Podcast Activity: Overview of Permissions in Kantata OX Reading: Project Permissions Activity: Support Resources Lab: Profile Configuration & Notification 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 Activity: Overview of the Project Workspace Reading: Project Overview & Activity Feed Reading: Task Tracker Demo: Creating and Sharing a Saved View in the Task Tracker Reading: Task 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 Activity: 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 Activity: Overview of Time Tracking Reading: Time Tracking Activity: Adding Time Off Reading: Expense Tracking Activity: Logging Expenses in Kantata Activity: Creating and Submitting Expense Reports Activity: Explore the Kantata Resource Library Success Stories Knowledge Check: Time & Expense Tracking Survey: Course Feedback Reading: Course Completion