Strategy & Tactical Plans
Organising work with organisations and projects
As you run more work in Cogliva, organisations and projects keep everything structured — so you can find, group, and revisit work by client or business unit.
Organisations
An organisation groups all the work associated with one client or company. It gives you a single place to see the diagnostics, strategies, and plans that belong together.
Projects
A project groups several diagnostics within an organisation into a defined engagement, with its own status and notes. Use projects to manage a specific piece of work from discovery through to delivery.
Who has access
Organisations and projects are available on the Consulting and Professional Advisor plans, which are designed for running work across multiple clients. Other tiers can see a preview of how the workspace is organised.
Keeping work tidy
- Create one organisation per client and reuse it across engagements.
- Group related diagnostics into a project for each engagement.
- Use project status and notes to track where the work stands.
How to use this in Cogliva
- Create an organisation for each client you work with.
- Group an engagement's diagnostics into a project.
- Revisit and update projects as the work progresses.