Projects

Documentation Index

Fetch the complete documentation index at: https://docs.cobalt-ia.com/llms.txt

Use this file to discover all available pages before exploring further.

Projects structure your work in Cobalt. Each project groups the records and actions tied to a specific goal — a need to fill, a consultant to reposition, an account to grow, and so on.

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By use case

Pick the project type that fits your goal:

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Views

A project can be displayed in three views:

• Cards — card layout.
• Kanban — columns by status. This is the default for sourcing projects.
• Excel — row-by-row table. This is the default for prospecting projects.

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Project status

Each project has an Active or Archived status. Active projects are the ongoing ones — potentially worth following. Once a project is finalized, archive it: it no longer appears by default in the projects list, keeping the page free of projects you no longer use.

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Filters

You can filter projects by type and by member. Handy, for example, in a weekly meeting: filter by member to review everyone’s business actions for the past week.

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Attachments

Depending on the project type, you can attach needs or candidates. You can also attach workflows to partially or fully automate certain project tasks. See Create your first workflow to learn more.

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Permissions

By default, everyone can see and edit projects. If you want, you can restrict this access using custom roles — see Roles and permissions.