Permissions Required: Loopio-wide Projects, Level 1 (Participant) permissions or Projects Level 2 (Creator) permissions are required to be added as a Project Collaborator.
In This Article:
- What Is A Collaborator?
- As a Collaborator, How Can I See What I Need to Do in a Project?
- As a Collaborator, How Can I Answer and Collaborate on Individual Project Entries?
What Is A Collaborator?
The Collaborator role is a Project Participant role that can be given to users with Loopio-wide Projects level 1 (Participant) or level 2 (Creator) permissions.
Collaborators are able to answer or review Project Entries assigned to them and have the ability to see and comment on all questions, including those that are not directly assigned to them.
Once a Project Admin has created a Project and added a Collaborator as a Project Participant, that Collaborator can then see all content within the Project.
As a Collaborator, How Can I See What I Need to Do in a Project?
To help you keep on top of your work, Loopio sends notification emails with new Project Entries assigned to you and when a Project Entry has been answered and requires your review.
Notification emails are also sent when a Project Admin nudges you to complete unanswered Entries.
Project Workspace: My Tasks
Aside from emails, there are two ways to view Project work that’s ready for your input in Loopio.
Within a Project, select the View My Tasks filter to show all Entries that are ready for you to take action on.
Project Workspace: Participants Filter
From the Project page, you can use the Participants filter to filter down to the Project Entries assigned to a given Project Participant.
Once a Participant has been selected, the Project space will update to show only the Entries assigned to the Participant whom you are currently filtering.
Home Dashboard: Project Tasks
This view displays all Project Entries assigned to you for answer or review and all Project Entries, in order of due date in ascending order (from closest to furthest due date). You can also change the ascending order by clicking each of the column headings.
If you'd like to learn about what you can see on your homepage, read more: As a Loopio User, What Information Can I See on My Homepage?
Home Dashboard: Team Tasks
Subscription Required: Loopio Teams is available on select subscription plans only. Contact Support to learn more: Send an email to Support
View Project work assigned to your Team that has not yet been claimed in the "Team Tasks" pane:
As a Collaborator, How Can I Answer and Collaborate on Individual Project Entries?
Answering Project Entries
As a Collaborator, Project Entries can be answered in three different ways: Running Magic, Searching your Library, or manually writing content into the Entry’s answer field.
If you'd like to learn how to answer your Project Entires by running Magic, read more: How Do I Answer Questions in a Project? - Automate your Answers with Magic
If you like to learn how to answer your Project entries by searching your library, read more: How Do I Answer Questions in a Project? - Search the Library for an Answer
Reassigning Entries to Other Users
As a Project Collaborator, you can reassign Entries to other Users in a Project. If you'd like to learn about reassigning entries, read more: Who Can Reassign Project Entries?
Commenting on Project Entries
With visibility into all your Project Entries, you can leave comments for your Project Admins. This gives you collaborative capabilities and allows you to provide details to your team. It also allows you to tag a Project Admin if you feel an Entry is not suited for you to answer.
If you like to learn about commenting, read more: How Can I Work With Comments On Project Entries?