Loopio allows you to create, answer, and export Standard Projects containing questions and answers.
Note: Want to learn about creating proactive Projects without having to wait for an RFP? Read on: Creating Project Templates
To Create a New Standard Project:
Permissions Required: Project, Level 2 (Creator) permissions or higher are required to create a new Project.
- Click Projects in the top navigation bar
- Click New Project
- Select the Standard Project type
- Enter your Project Details, including the Project Name, the Client Name, an optional Description, a Project Owner, and a Due Date
Tip: Be sure to make your Project Name specific. It's common to work on multiple Projects for the same client.
- Enter your Additional Project Options. If available, upload a Source Document (for example, the original document you received from your client). You'll be able to upload additional reference documents inside your Project
- Click Create