Creating Projects
Projects represent defined initiatives or deliverables your Learning Team is planning or working on. You can add projects into the platform using one of three methods:
From an Approved Request
2. Directly within the Projects Section
3. Importing from a Spreadsheet
Managing Projects
Once projects are created, Cognota provides flexible tools to view, prioritize, and keep them up-to-date so you can stay on top of progress and outcomes.
Viewing Projects
Access projects through the Board View or List View.
Prioritizing Projects
Each project includes a Priority setting: High, Medium, or Low.
Consider factors such as Business Impact, Timelines, Urgency, ROI, and Stakeholder Needs when assigning priority.
Updating Projects
Keep your projects current by managing their status, tasks, budgets, content, and linking them to goals:
Status & Health: Update a project’s stage (New, In Progress, Completed, Closed, etc.) and overall health (On Track, At Risk, Off Track).
Tasks: Add and manage tasks, assign ownership, update progress, and attach relevant files. Team members can log hours to track effort.
Budget: Track allocated vs. actual spend, update as needed, and monitor categories to stay on target.
Content: Upload supporting files, weblinks, or designs and link them directly to tasks for easy reference.
Link Goals: Align your project with company-wide objectives. This ensures visibility into how a project supports broader strategic priorities.
Duplicate a Project
To duplicate a project:
From the Projects list, click the ⋯ icon next to the project
Select Duplicate Project
Fill in the project details
Click Save & Open or Save Now
Note: Task hours are not carried over when duplicating. The new project's start and completion dates are automatically applied to all copied tasks and can be adjusted afterward.
Resource Capacity
Teams > Capacity helps you understand team bandwidth across your portfolio of projects.
Navigate to the Teams tab to view the capacity of your team members.
Compare allocated hours against available hours to see if your team is over- or under-resourced.
Use this data to accept/defer new projects or redistribute workloads.
Reviewing Insights
Cognota’s insights tools help you visualize performance, resource use, and operational trends, making storytelling and strategic decision-making seamless.
Project Insights
Monitor the health of your project portfolio across key metrics including total projects, status, health, priority, process stage, and task progress.
Use Flexible Dashboards to build a custom view — combining project cards with task, capacity, and user data — or access the pre-built Projects view in the Insights tab, filterable by date, priority, business unit, and process.
Capacity Insights
Understand team bandwidth and resource distribution across metrics including demand, allocation, available hours, and utilization by team, job function, business unit, resource type, and project category.
Use Flexible Dashboards to add capacity cards to any view, or access the pre-built Capacity view in the Insights tab, filterable by timeframe.
Best Practices
Download this eBook to learn how Agile methods can transform project management in learning and development. It outlines practical ways to apply Agile principles—such as iteration, collaboration, and continuous feedback—to keep projects flexible, adaptive, and aligned with business goals. You’ll also find tools to help teams plan, prioritize, and deliver projects more efficiently.
