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How Can I Collaborate While Answering Projects?

Jodie Baer
  • Updated

Can I See Who Else Is Working on a Project?

Live Collaboration gives you the ability to see who, in real time, is working on a given Project, as well as who is working on a specific Project Entry.

 

Subscription Required: Live Collaboration is available on Elite plans or higher.

Read more: Live Collaboration

Can I Provide Instructions When Collaborating?

We understand that providing context is extremely important when collaborating with your team. You will be able to provide a comment on any Project Entry from directly within a Project.

To add a comment when assigning a Question:

  1. From within your Project, click Assign on the Project Entry

  2. Click the newly visible gear icon

    _A_screenshot_of_a_Project_Entry_with_the_Assign_field_exposed_and_its_gear_icon_indicated.png

  3. Type in the name of the Assignee and write any additional comments

  4. Your comment will show up at in the comment section of the Project Entry

    A_screenshot_of_a_Project_Entry_with_an_unread_comment__indicating_the_unread_comment_icon.png
 
If you would like to add a comment without assigning the Project Entry, you can click directly on the comment icon to expand the comment section.
 

Can I Tag Other Users in a Project in Project Comments?

Yes, you can tag other Users in Project Comments, as long as they have permissions set to view the Entry. 

This helps your collaborators focus on comments that require their attention.

To tag a User in a comment: 

  1. Click on the Comments bubble to add a comment
  2. Type the @ symbol anywhere within the comment field of the Entry where you would like that User to be tagged. This will display a list of Participants for this Project

    A_screenshot_of_a_Project_Entry_s_comments_field_with_the___mention_field_exposed_and_various_Users_showing_for_selection.png
  3. Select a User, and press Enter on your keyboard

    A_screenshot_of_a_Project_Entry_comment_containing_an___mention.png

 

From your team member’s perspective, a notification email will be sent after 15 minutes, letting them know they have been mentioned in comment(s).


A_screenshot_of_a_Loopio_Project_Comments_email.png


Upon logging in, your team member will see the number of comments they have been mentioned in on their Home Dashboard.


A_screenshot_of_the_Your_Tasks_pane_showing_Project_unread_mentions.png


Upon clicking into the Project, there will be a notification for the number of Unread mentions in this Project.

 

A_screenshot_of_the_Unread_Mentions_banner_that_appears_at_the_top_of_a_Project_page.png


Upon clicking on the notification, the User will be brought to the Project Entry that contains the mention. The Comment bubble will display a number for the number of unread mentions the User has for this Entry.


A_screenshot_of_the_Project_Entry_comments_icon_showing_unread_mentions.png


Once the comment bubble has been clicked, the number will become a dot. This indicates that the Entry contains comments, but no unread mentions.


A_screenshot_of_a_Project_Entry_comments_icon_with_no_unread_mentions.png

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