Organizations Overview

Organizations represent your clients, partners, or business entities you work with.

Updated over a month ago

What are Organizations?

An organization in Kaana represents:

• Client companies

• Partner organizations

• Vendors or suppliers

• Internal departments

• Any business entity you manage

Viewing Organizations

Organization List

Navigate to Organizations to see all organizations.

The list shows:

• Organization name

• Type (Client, Partner, Vendor, etc.)

• Primary contact

• Number of projects

• Status

Filtering

Filter organizations by:

• Type — Client, partner, vendor, internal

• Status — Active or inactive

• Has Projects — With or without active projects

Searching

Search by:

• Organization name

• Contact name

• Description

Organization Details

Click on an organization to view:

Overview

• Name and description

• Type and status

• Address and contact info

• Key metrics

Projects Tab

• All projects for this organization

• Project status summary

• Quick access to project details

Contacts Tab

• People associated with this organization

• Roles and contact information

• Add or remove contacts

Documents Tab

• Documents linked to this organization

• Shared resources

• Organization-specific files

Activities Tab

• Activity history

• Recent interactions

• Meeting notes and communications

Tasks Tab

• Organization-level tasks

• Cross-project work items

History Tab

• Timeline of changes

• Audit trail

Creating Organizations

1

Add an Organization

• Navigate to Organizations

• Click + New Organization

• Fill in the details:

  • Name — Organization name

  • Type — Client, partner, vendor, internal

  • Description — About this organization

  • Website — Company website

  • Industry — Business sector

  • Address — Location information

• Click Create

Managing Contacts

1

Add a Contact

• Open the organization

• Go to the Contacts tab

• Click + Add Contact

• Either:

  • Select an existing contact, or

  • Create a new contact

• Set their role at this organization

2

Remove a Contact

• Open the organization contacts

• Find the contact

• Click Remove

• Confirm removal

Note: This removes the association, not the contact record.

Organization Projects

1

View Projects

• Open the organization

• Go to the Projects tab

2

Create a Project

• From the organization, click + New Project

• The project is automatically linked to this organization

3

Link Existing Project

• Open the project

• In project settings, select the organization

Duplicating Organizations

1

• Open the organization

• Click the ... menu

• Select Duplicate

• Modify the details

2

• Choose what to copy:

  • Contacts

  • Settings

• Click Create

Organization Status

Status	Meaning
Active	Currently engaged
Inactive	No current activity
Prospect	Potential client
Former	Past relationship

Editing Organizations

1

• Open the organization

• Click Edit

• Update any field

• Changes save automatically

Deleting Organizations

1

• Open the organization

• Click the ... menu

• Select Delete

• Confirm deletion

Note: You cannot delete organizations with active projects.

Best Practices

Naming

• Use official company names

• Be consistent with formatting

• Include "Inc.", "LLC" etc. if relevant

Contacts

• Keep contact information current

• Mark primary contacts clearly

• Remove outdated contacts

Tracking

• Log activities for audit trail

• Link relevant documents

• Maintain organization history

---

Related Articles

• https://helpcenter.kaana.com/en/articles/13202336-projects-overview

• https://helpcenter.kaana.com/en/articles/13202476-requirements-overview

• https://helpcenter.kaana.com/en/articles/13202655-contacts-overview

• https://helpcenter.kaana.com/en/articles/13202750-roles-permissions

• https://helpcenter.kaana.com/en/articles/13203340-api-overview

Did this answer your question?

Please indicate your feedback (sad, neutral, happy).