Cognota

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

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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.

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

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

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