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Scan for outdated or missing drivers - takes under a minuteDriver Scan →Repair Windows errors before they cause bigger problemsFix Now →Fix the driver behind crashes, sound loss and screen glitchesFind Drivers →Mavenlink is now Kantata OX, the professional-services project management product created when Mavenlink merged with Kimble Applications. If you are looking for the former Mavenlink workspace, use Kantata OX resources and login; the separate Kantata SX product is the former Kimble offering. This guide walks through setting up a project, organizing tasks, coordinating delivery, planning people, and tracking time and expenses. What you can see or change depends on your project role, account settings, subscription, and enabled features.
Before you start: confirm your access
Project creation is role-gated. You need Project Creator permissions to create a non-financial project, and Project Lead or higher to create a financial project. After creation, account and project permissions determine which workspace areas you can view or edit. If a control or tab described below is missing, ask your account administrator whether your role, project type, or plan includes it.
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Create a project in Kantata OX
- Open Projects. Choose Projects from the left navigation and select the Add icon, or open the Projects page and choose Add Project.
- Enter the required project name. Add dates and a description as useful, then choose the Provider and Client teams relevant to the engagement.
- Review privacy and participation settings. Select the options that fit how the project should be accessed and how its communication is shared.
- Configure the plan if needed. You may be able to start from a template and set its preferences, plan unnamed resources, identify team members, and choose available financial or approval preferences. Some fields are optional; sections and controls vary by plan and account configuration.
- Select Create Project. The new project opens as a workspace. Its tabs and available actions depend on features enabled for the account and your permissions.
Build and assign the work plan
Open the project’s Task Tracker to create the work items that make up delivery. Use tasks for actionable work, deliverables for outputs, milestones for significant dates or checkpoints, and issues to record items that need attention.
- Add the task, deliverable, milestone, or issue.
- Assign the responsible project members where appropriate.
- Order tasks or nest related items to show sequence and hierarchy.
- Use saved views, filters, and configurable columns to focus on the work or status information you need.
Editing task details requires suitable project permissions, and some columns may require additional access. A missing edit option does not necessarily mean the work item itself is unavailable; confirm your permissions with the project lead or administrator.
#1 Best Overall
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Coordinate delivery in the project workspace
Use the workspace area that matches the coordination need, when it is available to your role:
- Activity: post updates and keep project communication in context.
- Files: keep project documents with the workspace.
- Gantt or schedule views: review timing and task relationships where scheduling features are enabled.
- Overview and financial tools: monitor project summaries and financial information if your role permits access.
Do not assume every project has the same tabs: workspace visibility depends on permissions, project configuration, and enabled features.
Rank #2
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Plan named team members and unnamed resources
During project creation, a Resource Plan can let you add an unnamed resource by specifying a role or label, date range, planned days, allocation percentage, and hours. This is useful for expressing a staffing need before a particular person is selected. Named people can be added to the Provider Team.
The Resourcing tab is not a universal project view. It is limited to financial projects and requires provider-side membership, scheduling permissions, and resource-management access. For an estimate-stage project, decide whether the plan should capture role-based demand first or identify specific people; for active delivery, confirm that the relevant team members and allocations are represented in the project.
Rank #3
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Track project time and expenses
Use Time & Expenses to enter or review project records when the feature is available and your role allows it. Time or expenses can be associated with a task only if that task is marked Time Trackable and time tracking is allowed for the project. Permissions also govern access to records and approval actions.
If a task does not appear as an eligible time entry target, check with the project lead whether it is marked Time Trackable and whether project time tracking is enabled. Do not assume all tasks accept time by default.
Rank #4
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- 𝑫𝑨𝑰𝑳𝒀 𝑻𝑨𝑺𝑲 𝑷𝑳𝑨𝑵𝑵𝑬𝑹 - Elevate your workspace aesthetic with these stylish and functional shopping list notepads, a must-have planner for men or planner for women. This daily task planner will help you stay organized, prioritize your goals, and meet your deadlines. It is the perfect choice for anyone looking to track and complete their daily to-do list.
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Use integrations and mobile access when they fit
Connect other business tools
Kantata’s M-Bridge documentation lists prebuilt workflow configurations for NetSuite, Slack, Xero, HubSpot, Jira, Concur, Expensify, and Intacct. API and flat-file options can support scheduled imports or exports of projects, tasks, time, expenses, invoices, and members. Setup and availability are account-specific; ask Kantata Customer Success or your Account Executive about configuration and pricing for your organization.
Work from a phone or tablet
Kantata’s mobile guide covers project access, Activity posts, Task Tracker use, time tracking, and expenses on iPhone and Android. Which projects appear can depend on project privacy and organization settings, while plan and permission settings affect time and expense access. For full Kantata OX functionality on iPad, the guide recommends using the desktop version.
Quick Recap
Best Value
- BOOST YOUR PRODUCTIVITY - This undated weekly productivity planner notepad focus on the important work and get organized. Weekly to do list notepad allowing you to categorize and prioritize your tasks effectively. Whether you're a small business owner, project manager, freelancer, academicians or master multitasker, the weekly to do list pad will be your new favorite daily office productivity tool.
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- FEATURES - Weekly Theme and Highlights for at-a-glance planning Top 3 Priorities for the week 6 Focus Areas to segment and list tasks for goals, projects, or clients Daily Tracker for healthy habit-tracking and routine-tracking.
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- FUNDTIONAL DESIGN - This weekly deskpad planner will completely change how you structure your work: by segmenting your tasks by area and tracking the most important details, you'll feel less scattered and more organized.We believe in helping you be fulfilled with your life and productive at the same time by using a weekly to do list notepad.
Official Kantata guidance
- Kantata product naming and introduction
- Creating a project
- Project workspace overview
- Task Tracker overview
- M-Bridge overview
- Kantata mobile overview
Product prices and availability are accurate as of the date/time indicated and are subject to change. Any price and availability information displayed on Amazon at the time of purchase will apply.
