Can I Assign a Question to Multiple SMEs?
Subscription Required: This feature is available on select subscription plans only. Contact our Customer Success Team to learn more, or reach out to our Support Team with any questions.
Yes, it is possible to assign a question to up to five team members to answer sequentially, before submitting the Entry to one Reviewer.
If multiple assignees are not available in your account, you can assign one person to answer the question, and one person to review that answer.
Assigning Questions to SMEs
To assign a question to another User
- Click the Assign Person link on the Project Entry
- Select an Assignee
- Select an Assignee Due Date for the Project Entry to be answered
Note: By default, this will be the Project Due Date. If the Project is overdue, you must set a due date later than today to assign Entries.
- (optional) add a Message to Assignee
- (optional) click + Add Assignee to add up to five Assignees in total
Subscription Required: This feature is available on select subscription plans only. Contact our Customer Success Team to learn more, or reach out to our Support Team
- Click Next
- Select a Reviewer
- Select a Due Date for the Project Entry to be reviewed
Note: By default, this will be the Project Due Date. If the Project is overdue, you must set a due date later than today to assign Entries.
- (optional) add a message to the Reviewer
- Click Assign
For more information on assigning Project Entries to Users in bulk, read more: Can I Assign Entries by Section and Subsection?