Cognota

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

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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.

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

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

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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.

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

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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.

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