Cognota

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

Rebecca McDougall

Asia Ali

PROJECTS

Find answers and get help from Intercom Support and Community Experts

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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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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.

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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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