Analyzing your workspace...
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Communication tools
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In Progress
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Pending
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Done
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Overdue
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Projects and tasks
Areas
Areas group your tasks and projects by work category, team, or life context. They are containers, not tasks. Each task or project belongs to one area. Areas can be set to private to hide them when your private view is off.
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SOW Intelligence
Translate delivery documents into tasks, milestones, dependencies, missing dates, and workload impact
Upload document
Intelligence preview
Upload a SOW document and click "Analyze" to extract tasks, milestones, dependencies, missing dates, and workload impact.
Setup Wizard
Add or update your areas and tasks. Run this any time to configure your workspace.
Today layout
Choose what appears on Today. Hidden sections still calculate in the background.
Today
Past and Ahead
Intelligence
Keyboard shortcuts
Quick commands that work from the app tab. On Mac, use Cmd instead of Ctrl.
Search anythingCtrlK
Quick capture (outside text fields)Q
After Quick captureTINPM
Close current panel or modalEsc
Registry
Manage people, companies, and notes records used across the workspace.
AI & access
AI features are included with CogniSource access. CogniSource sends only the relevant context for the action you start. Private records are excluded from broad AI context; sending a specific private task or note requires a separate confirmation.
Checking CogniSource access...
Private PIN
Set a simple PIN to require unlock before private items can be shown on this device.
Backup folder
Choose a local folder for CogniSource backups. If that folder is already synced by OneDrive, Google Drive, Dropbox, or another tool, that service handles the cloud copy. CogniSource only reads and writes its own backup file in the folder you choose. Folder auto-save needs browser folder access; Edge and Chrome support it, while Firefox uses manual backup files.
No backup folder selected
Auto-save to backup folder
After workspace changes, save a protected backup file automatically when this browser supports folder access. Firefox can still use manual download and load.
Calendar sync
Connect Microsoft only for Outlook calendar read access. Some organizations require admin approval before users can grant this permission. If approval is blocked, CogniSource still works with manual meeting logging.
Not connected
Outlook calendar sync
Uses Calendars.Read only. CogniSource does not create, edit, or delete calendar events.
Data backup & restore
Your full workspace stays in this browser on this device and is not stored on CogniSource servers. When you deliberately use an AI feature, only the relevant context for that action is sent for processing. To protect your local workspace, download a backup file regularly and save it somewhere safe.
Download
Full workspace backup (JSON)
Save this file to OneDrive, iCloud, Google Drive, USB, or another safe location.
Restore
Restore complete workspace
Load a previously downloaded .json backup file. You will review its date and contents before it replaces this workspace.
Portable exports
Export tasks to CSV
Open in Excel, Sheets or any spreadsheet tool
Export notes to Markdown
Open in Obsidian, Notion, or any Markdown editor
Clear all data
Permanently deletes all tasks, notes, projects, and interruptions
Recommended backup routine
1. Use backup folder auto-save where your browser and company policy allow local folder access. Use manual backup files in Firefox or locked-down work browsers.
2. Once a week: click "Download backup" and save the .json file somewhere safe.
3. If you switch browser, change computer, or reinstall: restore from your latest .json backup.
2. Once a week: click "Download backup" and save the .json file somewhere safe.
3. If you switch browser, change computer, or reinstall: restore from your latest .json backup.