# 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

{% stepper %}
{% step %}

### 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**
  {% endstep %}
  {% endstepper %}

## Managing Contacts

{% stepper %}
{% step %}

### 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
  {% endstep %}

{% step %}

### Remove a Contact

* Open the organization contacts
* Find the contact
* Click **Remove**
* Confirm removal

Note: This removes the association, not the contact record.
{% endstep %}
{% endstepper %}

## Organization Projects

{% stepper %}
{% step %}

### View Projects

* Open the organization
* Go to the **Projects** tab
  {% endstep %}

{% step %}

### Create a Project

* From the organization, click **+ New Project**
* The project is automatically linked to this organization
  {% endstep %}

{% step %}

### Link Existing Project

* Open the project
* In project settings, select the organization
  {% endstep %}
  {% endstepper %}

## Duplicating Organizations

{% stepper %}
{% step %}

* Open the organization
* Click the **...** menu
* Select **Duplicate**
* Modify the details
  {% endstep %}

{% step %}

* Choose what to copy:
  * Contacts
  * Settings
* Click **Create**
  {% endstep %}
  {% endstepper %}

## Organization Status

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

## Editing Organizations

{% stepper %}
{% step %}

* Open the organization
* Click **Edit**
* Update any field
* Changes save automatically
  {% endstep %}
  {% endstepper %}

## Deleting Organizations

{% stepper %}
{% step %}

* Open the organization
* Click the **...** menu
* Select **Delete**
* Confirm deletion

Note: You cannot delete organizations with active projects.
{% endstep %}
{% endstepper %}

## 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>

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