A Project is a defined initiative or deliverable that your Learning Team users are working on, or planning to work on. In order to understand what your team is working on, the first step is to ensure that all of your upcoming and ongoing projects have been added into the platform.
Projects can be added into Cognota in three main ways:
Creating a Project from an Approved Request.
Adding a Project from the Projects section.
Importing a Project from a spreadsheet
Creating a Project from an Approved Request
1. Navigate to the Requests section and select the approved request you'd like to create a project from.
2. Click on the Linked Projects tab and select Create Project.
3. A modal will appear with some project details for you to populate:
Project Name — copied from the request
Description — copied from the request
Business Unit — copied from the request
Priority — copied from the request, or set to Medium if none was assigned
Project Privacy — automatically set to Private
Complete the remaining fields — Project Template, Project Owners, Dates, Process Used, Project Category, and Task Bundle — then click Create Project or Create & Open.
After creating a Project from an approved request, the request will automatically be linked for you at the bottom of the Project view.
Creating a Project from the Projects section.
1. Navigate to Projects in the main menu and click Add Project. This would be a common approach if the Project was not initiated from a Request and instead came in through other channels or business priorities.
2. Select a template to apply to your Project.
3. You'll then be prompted to enter some Project Details which are split across two tabs: Basic Details and Resources Details.
Basic Details
Project Name — How the project appears in your lists and boards.
Description — A brief summary of the project's purpose or scope.
Project Owners — Users who can edit project details and see it in their boards and lists.
Business Unit — The business unit(s) the project is for.
Project Category — Organizes projects by industry standard.
Programs — The program(s) this project is associated with.
Start Date & Target Completion Date — The planned start and end dates.
Process Used — Determines the Process Board and stages the project moves through.
Task Bundle — A predefined set of tasks added to the project.
Privacy — Public (all Learning Team users), Private (only you), or Teams (specific learning teams only).
Resource Details
Resourcing Type — Whether the project will be staffed Internally, by a Vendor, or a Mix of both.
Once you've inputted these details, you'll be able to save the Project.
Importing a Project from a Spreadsheet
Navigate to the Projects section from the main menu, click on More Actions, and select Import Projects
You'll be prompted to select a template and then upload your file. You can upload any .csv, .tsv, .xls, .xlsx, .xml, .txt file with any set of columns as long as it has 1 record per row.
The next step will allow you to match your spreadsheet columns to the right data points. You'll be able to clean up or remove any corrupted data before finalizing your report.
Once you've matched and reviewed your project information, you'll be able to submit and import your project to Cognota.
Viewing your Projects
To view your projects, navigate to Projects in the main menu. Your list view displays key details at a glance — project name, status, priority, owner, health, business unit, and team visibility.
Use the quick filters at the top to narrow your view:
My Projects — shows all projects you're a participant on
Open — shows only active projects (New, In Queue, In Progress, or On Hold)
You can also toggle between List and Board view using the icons in the top right.
Within the Board View, you can choose which Process you'd like to view.
For both the List and Board view, you can also apply Filters to view a specific set of Projects. Select Filter and then select the various fields you want to filter by and click "Apply".
