Permissions Required: Loopio-wide Projects Level 1 (Participant) permissions or higher are required to be added as a Project Admin.
Users with Loopio-wide Projects, Level 3 (Full Access) permissions will automatically be granted the Project Admin role when added to a Project.
In This Article:
- What Is A Project Admin?
- As a Project Admin, How Do I Create a Project?
- As a Project Admin, How Can I Answer and Collaborate on Individual Project Entries?
- As a Project Admin, Can I Create and Update Library Entries as I Work Through a Project?
- As a Project Admin, How Can I Track the Work Being Completed on a Project?
- When a Project Is Complete, How Do I Close It Out As a Project Admin?
What Is A Project Admin?
The Project Admin role is a Project Participant role that can be given to users with Loopio-wide Projects level 1 (Participant) permissions or higher. Users with Loopio-wide Projects, Level 3 (Full Access) permissions will automatically be granted the Project Admin role when added to a Project.
Project Admins can view all Projects they are working on (including those in which they are a Collaborator or Assignee) from the Projects screen.
Tip: Want to learn more about managing Projects as an Admin? Check out our Help Center Section Managing Projects (Admin)
As a Project Admin, How Do I Create a Project?
Permissions Required: Loopio-wide Projects, Level 2 (Creator) permissions or higher are required to create Projects.
Learn more: Platform-wide versus Project permissions
A Project can be created by any Loopio User with Projects, Level 2 (Creator) permissions or higher. The person who creates a Project is known as the Project Creator, and by default will be assigned Project Admin permissions and Project Owner status for that Project. As a Project Admin, the Project Creator has the ability to do everything in a Project.
While every Project Creator has Project Admin permissions, not every Project Admin is a Project Creator. Only one Project Creator is designated per Project (this cannot be changed), and a Project can have more than one Project Admin.
Read on to learn more about this: Project Creator versus Owner versus Admin
To learn how to create a Project, read more: Creating Projects
How Can I Bring a Request I’ve Been Issued Into a Project?
As a Project Admin, you can Import your content directly into a Project to populate it with the questions you have been issued.
To learn how to import content into your Project, read more: Importing a Project
How Do I Add Users as Project Participants?
There are three roles you can assign your Participants to:
- Project Admin: Can do everything in a Project
- Collaborator: Can answer and review all unassigned Entries or Entries assigned to them, and can see, review, and comment on all Entries
- Assignee: Can only see, answer, and comment on Entries assigned to them
To learn more about adding Participants to your Project, read on: Adding Users to a Project
Once your Participants have been added to your Project, you can assign them to Project Entries by Section, Subsection, or individual Entry. By default, any Entries you assign to other Participants to answer will be assigned to you for review.
Note: Your Participants will receive notification emails of new assignments, sent in batches after 15 minutes. To learn more about email notifications, read on: When Do Email Notifications Get Sent Out?
As a Project Admin, How Can I Answer and Collaborate on Individual Project Entries?
As a Project Admin, you have the ability to answer, review, reassign, and comment on all Entries within a Project.
Answering Project Entries
As an Admin, 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'd 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 Admin, 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 any Project Participant who also has visibility into a specific Entry. This gives you collaborative capabilities and allows you to provide extra details to your team. It also allows you to tag a Project Participant if you feel an Entry requires additional attention.
If you like to learn about commenting, read more: How Can I Work With Comments On Project Entries?
As a Project Admin, Can I Create and Update Library Entries as I Work Through a Project?
Leverage Library Reviews from Projects to suggest updates to existing content, or the addition of new content, to your Library as you work through your Projects.
Read more: What are Library Reviews from Projects?
As a Project Admin, How Can I Track the Work Being Completed on a Project?
As a Project Admin, you have multiple ways of tracking the status of your Project: Viewing the Project Dashboard, creating a Project Plan, and filtering a Project’s workload by Participant.
The Project Status bar gives an overview of the status of all Questions in a Project as well how a Project is progressing towards its due date.
Clicking Dashboard will show you a chart reflecting the Entry breakdown by Project Entry status.
The "By Participant" table provides a visual overview ofworkload by Project Participant and Entry status:
If any Participants have Entries that are unanswered, you can nudge them from this dashboard. After 15 minutes, the Participant will receive an email notifying them of their assignments.
Click into the "By Section" tab to see a count of Entries per Section:
Creating a Project Plan
A Project Plan is a list of key events (called Project Milestones) that allow you to establish key dates for your Project, define who is responsible for each Milestone, and enable automatic reminder emails before the Milestone due dates to remind Owners of upcoming deadlines.
To learn more about Project Plans, read on:Project Plans
From the Project page, you can use the Participants filter to display only 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 to whom you are currently filtering.
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: If you need to review what email notifications you get check this article: 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.
From the Loopio homepage, you can also view all your other tasks.
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 like to learn about what you can see on your homepage, read more:
- If you are a Loopio-wide Admin, see As a Loopio Admin, What Information Can I See on My Homepage?
- If you are a Project Admin only in specific Projects, see As a Loopio User, What Information Can I See on My Homepage?
Home Dashboard: Team Tasks
View Project work assigned to your Team that has not yet been claimed in the "Team Tasks" pane:
When a Project Is Complete, How Do I Close It Out As a Project Admin?
Once you’re happy with your Project Answers, you can export your completed Project work for submission. Exporting enables you to download a copy of all Project Entry questions and answers.
You can also change the Status of your Project to Closed, Stopped, Won, or Lost. Read more: How Do I Change the Status of a Project?