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LEARN
Best Practices For Your Cognota Implementation
I want to invite users to submit requests.
Request Forms Question Bank
Intake Planning Worksheet
I want to set up forms and questions.
I want to receive intake requests from the business.
I want to document intake requests as a team.
I want to review intake requests.
I want to review insights for my requests.
I want to add and track my teams projects.
Prioritizing Your Projects
Planning Board Implementation Alignment Guide
Planning Stage Worksheet
I want to update my project status, tasks, budget and files.
I want to customize the project planning process.
I want to assign and manage resources.
I want to review insights for my projects.
I want to view the capacity of my team.
I want to track and score learner progress.
I want to embed Microsoft 365 Files.
I want to share design content with learners.
I want to share and export a design.
I want to update learning content.
I want to add a PowerPoint file.
I want to build learning content.
I want to standardize how content is created.
I want to invite users to collaborate on a design.
Understanding User Types and Roles
Adding Your Team
Adding Users
Customizing Your Request Portal
Configuring Your Intake Forms
Configuring Project Processes
Creating a Project
Adding Project Participants
Collaborating on a Project
Managing Team Capacity
Submitting a Request
Reviewing a Request
Importing Data
Creating a Design
Insights
Custom Fields
Homepage
Programs
Project Templates
Task Bundles
Centralized Task View