Productivity
Kantata
18 min
kantata is a project and resource management platform for professional services organizations integrating kantata with make com enables users to automate project tracking, resource allocation, and financial reporting between kantata and other business tools this is ai generated content based on official kantata documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www kantata com/ directly requirements to use the kantata app in make, you must have a paid kantata ox account and register an oauth2 application as an account administrator, https //www kantata com/ for subscription, refer to the https //www kantata com/ connect kantata and {{product name}} to get started, you must first create a connection between kantata and {{product name}} , allowing the two services to communicate obtain your oauth2 credentials in your kantata account create the connection in make obtain your oauth2 credentials in your kantata account before you create the connection in {{product name}} , you should first obtain your oauth2 credentials in your kantata account to obtain your oauth2 credentials navigate to the application management page as an account administrator click the button to register a new application enter your application name enter the callback uri https //www integromat com/oauth/cb/mavenlink click the button to save or create the application copy the client id displayed on screen copy the client secret displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //developer kantata com/ create the connection in {{product name}} https //www make com/en/register , add the kantata module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your kantata account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page kantata modules after connecting to the kantata app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add a post creates a new post within a specified project create a project creates a new project within your selected workspace create a task creates a new task, deliverable, or milestone within your selected project create a time entry adds a new record of time spent on a specific task or project delete a task deletes a selected task, and if the task is a parent, all of its associated sub tasks will also be removed delete a time entry removes a specific time entry from your records get time entry retrieves detailed information about a specific time entry get a project retrieves detailed information about a specific project get a task retrieves detailed information about a specific task list projects retrieves a list of all available projects from your account list tasks fetches and displays all existing tasks from your account list time entries fetches a complete list of all recorded time entries from your account make an api call executes a custom api request to the connected service using your authorized credentials update a project modifies the details of an existing project update a task modifies the details of an existing task update a time entry modifies the details of an existing time entry watch posts triggers when a new message post is added or an existing message post is modified watch projects triggers when a new project is added or when an existing project's details are modified watch tasks triggers when a new task is added or when an existing task is modified watch time entries triggers whenever a new time entry is added or an existing time entry is modified in your account templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} kantata resources you can have access to more resources related to this app on the following links https //www kantata com/ http //developer mavenlink com/ https //www make com/en/integrations/mavenlink