Cognota

Asia Ali

Rebecca McDougall

Best Practices For Your Cognota Implementation

LEARN

Flexible Dashboards

DASHBOARDS

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

Request Management

How to Create Request Forms

How to Use Conditional Logic in Your Forms

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

Intake Planning Worksheet

Request Form Question Bank

How to Invite Users to Submit Requests.

How to Submit a Request

Reviewing Intake Requests

Reviewing Insights for Your Requests

Creating Projects from a Request

Which requests can users see?

REQUESTS

Program Strategy

Program Management

PROGRAMS

Reviewing Insights for Your Projects

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

Project Management

Prioritizing Your Projects

Planning Board Implementation Alignment Guide

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

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 view the capacity of my team.

Task Dependencies

Task Management

How to Use the Gantt Charts for Project Tasks

Project Category Definitions

Task Type Definitions

Who can close and archive projects?

Exporting Data

Adding and Managing Projects

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.

Instructional Design

I want to track and score learner progress.

I want to embed Microsoft 365 Files.

Easily publish and share your content with your learners.

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.

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.

DESIGN

Facilitation Management

Learn about Facilitator Management in Cognota

EVENTS

Strategy

How to use the Strategy feature in Cognota.

STRATEGY

Budget Management

BUDGETS

I want to update user information.

I want to understand the different User Types, Roles, and Permissions

TEAM

Understanding User Types and Roles

Adding Your Team

Adding Users

Customizing Your Request Portal

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

VIDEO RESOURCES

Cognota Evaluations

Getting Started

EVALUATIONS

Why the ROI Methodology?

ROI Methodology Overview

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

ROI Certification

Building the Brief

Reaction Evaluation Methodologies

Learning Evaluation Methodologies

Application Evaluation Methodologies

How to Calculate Monetary Value

Impact Evaluation Methodologies

Program Costs

ROI Evaluation Methodologies

Best Practices for Evaluating Learning Programs

A Practical Step-by-Step Resource for Cognota Users

Ultimate Guide to ROI Evaluation Planning

ROI METHODOLOGY

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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