Permissions Required: Loopio-wide Projects, Level 1 (Participant) permissions or Projects Level 2 (Creator) permissions are required to be added as a Project Assignee.
In This Article:
- What Is An Assignee?
- As an Assignee, How Can I See What I Need to Do in a Project?
- As an Assignee, How Can I Answer Individual Project Entries?
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?
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
Within a Project, select the View My Tasks filter to show all Entries that are ready for you to take action on.
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.
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:
As an Assignee, How Can I Answer Individual Project Entries?
Answering Project Entries
As an Assignee, 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 more on how to answer your Project entries by searching your library, check out: How Do I Answer Questions in a Project? - Search the Library for an Answer
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?