Projects From the Eyes of a Collaborator – Loopio Help Center

Permissions Required: A Standard Loopio license with Loopio-wide Projects, Level 1 (Participant) permissions or Projects Level 2 (Creator) permissions are required to be added as a Project Collaborator. Project Contributors and Project Contributors cannot be added as Collaborators.

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.

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As a Collaborator, How Can I See What I Need to Do in a Project?

Notification Emails

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.

Tip: To learn more about email notifications, read on: When Do Email Notifications Get Sent Out?

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.

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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.

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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, you will have one or more of these options available to answer your assigned questions:

Magic, Library Search, or Generative AI

Permissions Required: Stack Level 1 (Read Only) permissions or higher are required to use Magic, Library Search, or Generative AI in a Project.
Past Projects Search

Permissions Required: Search Projects, Level 1 permissions or higher are required to search past completed Projects for an answer.
Answering the question manually

Permissions Required: Access to edit a Project Entry is required to write an answer for the Entry.

Learn more: How Can I Answer Questions in a Project?

Reassigning Entries to Other Users

As a 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?