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
    Introduction to Kantata OX
  • 2
    Configuring Your User Experience
  • 3
    Project Communication & Collaboration
  • 4
    Time & Expense Tracking
  • Course Overview & Learning Goals Module 1: Overview and Resources Scenario: Organizational Impact Reading: Introduction to Kantata OX Demo: Overview of Kantata OX Reading: Overview of Resource Management Activity: Stay Connected on the Kantata Community Check In: What Key Questions Were Answered?
  • Module 2: Overview and Resources Scenario: Getting Started Reading: Introduction to Permissions in Kantata OX Reading: Getting Started & User Interface Introduction Reading: Notifications Overview Demo: Configuring Your Notifications Demo: Left-Hand Navigation Demo: Support Resources Demo: User Settings Lab: Configure Your Profile & Email Settings Activity: Stay Up to Date with the Changelog Check In: What Key Questions Were Answered?
  • Module 3: Overview and Resources Scenario: Project Management Reading: Project Workspace Overview Demo: Project Workspace Overview Demo: Creating and Sharing a Saved View in the Task Tracker Demo: Gantt Chart Overview Activity: Explore The Professional Services Pursuit Podcast Reading: Project and Task Views Demo: Customizing Your Global Task Tracker View Lab: Customize Your Global Task Tracker Check In: What Key Questions Were Answered?
  • Module 4: Overview and Resources Scenario: Time & Expense Tracking Reading: Time Tracking Demo: Overview of Time Tracking Demo: Adding Time Off Activity: Explore Resource Library Success Stories Reading: Expense Tracking Demo: Creating and Submitting Expense Reports Check In: What Key Questions Were Answered? Check Your Knowledge: Case Study Scenarios Survey: Course Feedback Course Completion