Cognota

Asia Ali

Rebecca McDougall

Best Practices For Your Cognota Implementation

LEARN

Flexible Dashboards

DASHBOARDS

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

Intake Management

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

Intake Planning Worksheet

Request Form Question Bank

I want to set up forms and questions.

I want to invite users to submit requests.

I want to submit training requests.

I want to review intake requests.

I want to review insights for my requests.

Creating Projects from a Request

Which requests can business users see?

REQUESTS

What are Programs in Cognota?

I want to set up a Program

I want to change the status of a Program

I want to unlink a project from a Program

I want to edit my projects while in a Program

I want to review insights for my programs.

Program Strategy

PROGRAMS

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

Project Management

I want to add and track my teams projects.

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.

I want to review insights for my projects.

Task Dependencies

Task Management

Gantt Charts for Project Tasks

Project Category Definitions

Task Type Definitions

Who can close and archive projects?

Exporting Data

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 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

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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