Projects

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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Create a project

You can create a project in two ways:

• From the Projects page, using the New project button.
• From the People Search Engine, when you want to save people you’ve sourced or prospected into a project.

When creating it, enter a name and a use case: Depending on the use case you pick, Cobalt will ask for different information and adapt the project’s default view:

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By use case

Source Present a profile Prospect A custom use case will also be available soon.

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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 variables

Every project has variables — the columns of the Excel view — that you can reuse, for example when drafting an email.

• Alongside Full name, two default variables are available: First name and Last name, to insert only the first name, only the last name, or both.
• You can create your own variables, on the fly, without depending on Cobalt’s default variables — for example a Title (Mr/Ms) column.

When drafting an email, a Project variable type lets you insert any project column, including the ones you created. Adding new variables (new columns) is only possible from the Excel view.

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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, by member, and by company. Handy, for example, in a weekly meeting: filter by member to review everyone’s business actions for the past week. The Excel view’s columns support ascending and descending sort, as well as link support — URLs (LinkedIn, job postings, etc.) are directly clickable.

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Send a message

From a project’s list of people, you can send a message:

• Manually, straight from the project.
• Automatically via workflows (coming soon).

For now, sending is email only — multichannel sending is not available yet.

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Follow-up

A project’s Follow-up tab lets you track exchanges with candidates and prospects, follow up manually, and access a multichannel inbox covering email, LinkedIn, and WhatsApp. Sent emails are stored and also added to the Conversations tabs of candidates and clients, for better follow-up and outreach tracking.

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Edit a record

From a project’s sidebar, you can edit the first and last name of a candidate or prospect: click the three dots next to the name, then Edit.

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Context on the person you’re dealing with

A candidate’s or prospect’s education and experience are now shown directly from the project’s sidebar, for more context on the person you’re dealing with before a conversation.

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Attachments

Depending on the project type, you can attach needs or candidates. A project can also be linked directly to CRM entities: candidate, need, client, and company — handy for quickly finding all the projects associated with a given record. You can also attach workflows to partially or fully automate certain project tasks. See Workflows overview 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.