Can I Keep Track of User Progress in a Project?
Yes, you can keep track of the progress of each Assignee as you work on a Project.
Permissions Required: Loopio-wide Projects, Level 3 (Full Access) or Project-specific "Project Admin" permissions are required to track Assignee Progress.
To view the progress of every Assignee within a Project:
Click on Dashboard in your sub-navigation bar
A Participants Breakdown snapshot will be at the bottom, reflecting the number of Entries for each Assignee. The order of Assignees can be changed by selecting the arrows to the right of headings
Clicking on an Assignee's name will filter your Projects page to show all the Project Entries that have been assigned to this User.
Clicking on a set of questions associated with the Assignee (Complete, In Review, or Unanswered) will filter your Projects page to show only that subset of the Assignee’s Project Entries.
Can I Set a Due Date When Assigning a Project Entry?
Yes, you can set an individual due date for a Project Entry when assigning a question.
Permissions Required: Loopio-wide Projects, Level 3 (Full Access) or Project-specific "Project Admin" permissions are required to assign Project Entries.
To add a due date when assigning a Project Entry:
- From within your Project, click Assign on the Project Entry
- Click the newly visible gear icon
- Type in the name of the Assignee
- Choose your due date
By default, the due date will be the Project due date. Project Entry due dates are restricted by the Project due date. Project Entries cannot be due before the current date, or after your Project due date
- Click Assign, and the due date will be displayed at the bottom left corner of the Project Entry
- The Assignee will receive an email notification with the earliest Project Entry due date