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Projects From the Eyes of an Assignee

Updated
 

Permissions Required: Loopio-wide Projects, Level 1 (Participant) permissions or Projects Level 2 (Creator) permissions are required to be added as a Project Assignee.

What Is An Assignee?

The Assignee role is a Project Participant role that can be given to users with Loopio-wide Projects level 1 (Participant) or level 2 (Creator) permissions.

Assignees are assigned to answer or review specific Project Entries and do not have the ability to see any Project Entries that are not assigned to them.

As an Assignee, 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.

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

Project Workspace: My Tasks

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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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 sort order by clicking each of the column headings. 

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If you'd like to learn more about what you can see on your homepage, check out: 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:

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As an Assignee, How Can I Answer Individual Project Entries?

Answering Project Entries

As an Assignee, 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?

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'd like to learn more about commenting, check out: How Can I Work With Comments On Project Entries?

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