Cognota

[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] Importing Data

[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

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

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.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype invite-team answer

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.