Cognota

Use your web address, login page, and home screen to tell whether you're using Cognota Classic, Cognota Next Gen, or Cognota Assist Marketplace (Learnexus).

Identify which Cognota product you're using

Guides for the original Cognota platform. You sign in at app.cognota.com.

Cognota Classic

Set up users, teams, settings, and sign-in for your workspace.

Administration

[Classic] Cognota Getting Started Toolkit

Turn individual email notifications on or off, see what triggers each one, and stop project notifications for participants.

[Classic] Manage email notifications

Invite users, choose the right user type, update or deactivate profiles, change user types, and fix common invite issues.

[Classic] Add and manage users

See what each user type can do in Cognota, which extra access levels Learning Team Users can have, and who can access each area.

[Classic] Understand user types, roles, and permissions

Add the Learning Teams, Business Teams, and Vendors that make up your organization's structure in Cognota.

[Classic] Set up learning teams, business teams, and vendors

Add users, set up teams, understand roles, and manage email notifications.

Users, teams, and notifications

Set your request portal's name, logo, and image, and choose whether business users can see requests submitted by their team.

[Classic] Customize the request portal

[Classic] Importing Data

How to add and customize your Project processes.

[Classic] Configurations - Project Processes

[Classic] Configurations - Fields

[Classic] Configurations - Project Templates

[Classic] Configurations - Task Bundles

[Classic] Design Templates

[Classic] Configurable and Non-Configurable Items in Cognota

Configure fields, templates, processes, task bundles, the request portal, and data imports.

Settings and configuration

How to set up your SSO integration and what to send us when your SSO signing certificate needs to be renewed.

[Classic] Set up and renew Single Sign-On (SSO)

Set up and renew single sign-on (SSO) for your workspace.

Single sign-on and integrations

[Classic] Exporting Data

Use requests, projects, programs, design, and other features day to day.

Using Cognota

[Classic] Flexible Dashboards

Build dashboards and review insights on your learning team's work.

Reports and dashboards

This guide provides an overview of the request management process, from creating forms to reviewing insights.

[Classic] Request Management

Build request forms with the Dynamic Form Builder, configure fields and conditional logic, add pages, and activate forms for requesters.

[Classic] Create and configure request forms

See which requests each role can view, and fix the most common reasons a request is missing from your Requests list.

[Classic] Find requests and check who can see them

Build dashboards and use the Insights tab to report on your requests and projects.

[Classic] Review request and project insights

This resource is a helpful way to think through your intake process.

[Classic] Intake Planning Worksheet

[Classic] Request Form Question Bank

[Classic] How to Submit a Request

[Classic] Reviewing Intake Requests

[Classic] Creating Projects from a Request

[Classic] How to Use Approval Workflows for Requests

[Classic] Linking Requests to Projects

Build request forms, submit and review requests, and turn them into projects.

Requests

[Classic] Program Strategy

[Classic] Program Management

Plan programs and manage the projects within them.

Programs

Learn when to use each action, who can close and archive projects, and how to reactivate, reopen, or unarchive a project.

[Classic] Cancel, close, archive, or delete a project

This guide provides an overview of the project management process in Cognota.

[Classic] Project Management

[Classic] Prioritizing Your Projects

[Classic] Planning Board Implementation Alignment Guide

This resource is a helpful way to think through your stages, workflow and project ownership.

[Classic] Planning Stage Worksheet

[Classic] I want to update my project status, tasks, budget and files.

[Classic] I want to customize the project planning process.

[Classic] I want to assign and manage resources.

[Classic] Task Dependencies

[Classic] Task Management

[Classic] How to Use the Gantt Charts for Project Tasks

[Classic] Project Category Definitions

[Classic] Task Type Definitions

[Classic] Adding and Viewing Projects

Add, plan, track, and update your projects and tasks.

Projects

This guide walks you through how to make the most of Cognota’s Instructional Design feature — from setting up templates to collaborating, sharing, and updating your designs.

[Classic] Instructional Design

[Classic] Adding Knowledge Checks and Assessments to Designs

[Classic] I want to embed Microsoft 365 Files.

Easily publish and share your content with your learners.

[Classic] I want to share design content with learners.

Export your training designs to XML, PDF, PPT or SCORM for further authoring or review, or distribution to your learners.

[Classic] I want to share and export a design.

[Classic] I want to update learning content.

[Classic] I want to add a PowerPoint file.

[Classic] I want to create a design.

[Classic] I want to standardize how content is created.

[Classic] I want to invite users to collaborate on a design.

[Classic] How to Transfer Ownership of a Design

Create, share, and update learning designs with collaborators.

Design

[Classic] Facilitation Management

Events

[Classic] Strategy

Align your learning work with company goals.

Strategy

[Classic] Budget Management

Plan and track budgets for your learning work.

Budgets

See your team's workload, filter the capacity view, set weekly capacity, log time off, and review capacity insights.

[Classic] View and manage team capacity

View your team's capacity, workload, and time off.

Teams and capacity

[Classic] Understanding User Types and Roles

[Classic] Adding Your Team

[Classic] Adding Users

[Classic] Customizing Your Request Portal

[Classic] Configuring Project Processes

[Classic] Creating a Project

[Classic] Adding Project Participants

[Classic] Collaborating on a Project

[Classic] Managing Team Capacity

[Classic] Submitting a Request

[Classic] Reviewing a Request

[Classic] Creating a Design

[Classic] Insights

[Classic] Custom Fields

[Classic] Homepage

[Classic] Programs

[Classic] Project Templates

[Classic] Task Bundles

[Classic] Centralized Task View

Watch short videos that walk you through key Cognota features.

Video tutorials

[Classic] Cognota Evaluations

[Classic] Getting Started with Evaluations

Create evaluations to measure the impact of your learning programs.

Evaluations

[Classic] Why the ROI Methodology?

[Classic] ROI Methodology Overview

Need to see the value of your programs? The ROI Methodology® is the solution.

[Classic] ROI Certification

[Classic] Building the Brief

[Classic] Reaction Evaluation Methodologies

[Classic] Learning Evaluation Methodologies

[Classic] Application Evaluation Methodologies

[Classic] How to Calculate Monetary Value

[Classic] Impact Evaluation Methodologies

[Classic] Program Costs

[Classic] ROI Evaluation Methodologies

[Classic] Best Practices for Evaluating Learning Programs

A Practical Step-by-Step Resource for Cognota Users

[Classic] Ultimate Guide to ROI Evaluation Planning

Learn the ROI Methodology for evaluating and measuring learning programs.

ROI methodology

Fix common issues with logging in, verification and password reset emails, SSO, and unexpected sign-outs.

[Classic] Troubleshoot login, password, and sign-out issues

[Classic] SCORM upload warnings when publishing to Cornerstone

Fix sign-in, publishing, and other common issues.

Troubleshooting

See what's new and recently released in Cognota Classic.

Product updates

[Classic] Approval Workflows for Dynamic Requests [August 17, 2026]

[Classic] Completed Status for Requests [August 4, 2026]

[Classic] Relative Dates for Task Bundles [July 6, 2026]

[Classic] Comments on Requests Using Dynamic Forms [June 25, 2026]

[Classic] Archiving Programs [June 18, 2026]

[Classic] Active Projects View in Teams Capacity [June 16, 2026]

A more powerful, flexible way to build and manage learning request forms.

Cognota Classic

Administration

Using Cognota

Troubleshooting

Product updates

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