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
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
Add a Contact
Open the organization
Go to the Contacts tab
Click + Add Contact
Either:
Select an existing contact
Create a new contact
Set their role at this organization
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
View Projects
See all projects for an organization:
Open the organization
Go to the Projects tab
Create a Project
From the organization, click + New Project
The project is automatically linked to this organization
Link Existing Project
Open the project
In project settings, select the organization
Duplicating Organizations
Copy an organization to create a similar one:
Open the organization
Click the ... menu
Select Duplicate
Modify the details
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
Open the organization
Click Edit
Update any field
Changes save automatically
Deleting Organizations
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