Projects
If you're using Cogram for client or project work, Cogram's Projects feature is a great way to organize minutes, emails, and reports, and to collaborate with coworkers.
To get started with Projects, head to Cogram's Projects page.
Creating a new Project
Go to the Projects page and click New Project.
In Basics, enter a project name, client, address, and project number.
In Details, add a description. If email filing is enabled, this helps Cogram match incoming emails to the project.
In Members, invite team members by email (individually or in bulk) and assign roles. You can also assign groups. This step is optional; you can always add members later from project settings.
In Review, confirm the details and click Create Project.
Setting automatic filing rules for meetings and emails
Automatically add future meetings to a project
Next, Cogram will prompt you to set up rules to automatically add future meetings to the project, based on keywords in the meeting title, or meeting invitees.
Based on invitees
For example, if you're working with a client on a project, add that client's email domain under Add Meetings based on Invitees.
Any meeting with an invitee that matches the specified domain will automatically be added to the project.
Based on Keywords in the Meeting Title
Similarly, you can specify a project name or keyword, so that any future meeting that contains the keyword in the meeting title is automatically assigned to the project.
Automatically add emails to a project
Next, Cogram will prompt you to set up rules to automatically add future Email Threads to the project, based on keywords in the subject line, or recipients.
Click Save to finish. Your project is ready. Next, invite members or file your first meeting.
Inviting Members
You can invite coworkers during project creation (the Members step) or at any time afterward.
During project creation: In the Members step, search by email to invite individuals or switch to Add Multiple to paste a list of emails. You can also assign groups in the Group Access section. All invites are sent after the project is created.
After project creation: Open the project from the Projects page, go to the Access tab (or Settings > Members and Groups), and search by email to invite individuals. Assign each person a role (Owner, Lead, Member, or Viewer). See Project Roles for what each role can do.
Assigning a group: Select a group in the Group Access section (available during creation or under the project's Access tab / Settings). All group members automatically get Member access. Group-assigned users are shown in a Via groups section and their access is managed through the group. See Project Roles for details.
Project discoverability
When creating a project or under the project's Settings, you can make the project discoverable.
Discoverable projects are listed in the organization-wide project directory. Other organization members can see them in the project list. Non-members can request access (approved by project owners, org admins, or org owners). Org admins and org owners can open and edit discoverable projects directly without requesting access.
Hidden projects do not appear in the org project directory; only people who are already members or who have a direct link can find them.
A note on naming: a project that isn't discoverable is called Hidden throughout Cogram: in Project Templates, in the org admin discoverability tools, and in Project Settings. It simply means "not listed in the organization-wide project directory."
Browsing discoverable projects
To browse projects shared across your organization, go to the Projects page and select the Organization Projects tab. This tab lists all discoverable projects in your organization, including projects you are not yet a member of. From here you can request access to any project.
After you request access
While your request is pending, the button shows Cancel request — select it to withdraw the request (you can ask again later). What happens next depends on how it's resolved:
Approved: the button changes to Access granted and the project opens for you.
Declined: you get an email letting you know, and the button returns to Request Access so you can ask again if you still need it.
A request you never hear back on expires on its own after 7 days, with no email either way, and the button returns to Request Access.
Org-wide discoverability settings
Organization admins and owners can set a default discoverability policy and control whether project owners can override it. See Project Management Permissions for details.
Project types
You can categorize projects by type, for example Residential, Commercial, or Infrastructure. Assign a type during project creation or from the project list. Types are defined by org admins under Organization Settings > Projects > Project Types. See Project Types for full details.
Manually adding meetings to a project
You can manually file meetings into a project by opening the project and clicking the "Add" button, or by clicking "Add to Project" from any meeting.
When you move a recurring meeting to a project and choose to include the whole series, Cogram remembers that choice: future occurrences of the series are filed to the same project automatically as they appear in your calendar. Removing the series from the project clears this again.
Using the Agent with Projects
Open a project and click Agent (top right) to start a session with full context on the project's meeting minutes and emails. Use it to draft reports, status updates, ask questions, or list open action items.
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