Skip to main content

Can I Assign and Unassign Entries by Section, Subsection or in Bulk?

Updated

Yes, you can assign and unassign Project Entries by Section and by Subsection, as well as assign and unassign Project Entries in bulk from different parts of your Project.

 

Permissions Required: Loopio-wide Project, Level 3 (Full Access) or higher, or Project-specific "Project Admin" permissions are required to to assign Questions or to bulk select individual Questions using a checkbox. 

 

Assigning Questions by Section

  1. Click on Assign Section to the right of your Section title
    Screen_Shot_of_a_Section_Title_with_the_Assign_Section_button_indicated.png
  2. Choose a Project Participant from the Assignee Dropdown, or search for a different User to invite them to this Project as an Assignee
  3. You have the option to set a due date for the Assignee to complete this specific Section of Questions
    Assigning_a_Question_and_Specific_Due_Date.png
  4. By default, the Reviewer will be you. Select a different Participant in the dropdown menu to assign a different Reviewer
  5. You have the option to set a due date for the Reviewer to complete this specific Section of Questions
    Assigning_a_Review_and_Due_Date.png

The Reviewer will be responsible for marking the Entries as Complete by clicking Mark as Complete.

If any Entries in the Section are currently assigned or under review, you have the option to include these Entries, or only assign Entries in an unassigned (gray) status.

Select_unassigned_or_incomplete_entries.png

This includes any Entries that may be in a Subsection within this Section.

Read more: Project Entry statuses

Assigning Questions by Subsection

  1. Click on Assign Subsection to the right of your Subsection title
    Screen_Shot_of_a_Subsection_Title_with_the_Assign_Subsection_button_indicated.png
  2. Choose a Project Participant from the Assignee Dropdown, or search for a different User to invite them to this Project as an Assignee
  3. You have the option to set a due date for the Assignee to complete this specific Subsection of Questions
    Assigning_a_Question_and_Specific_Due_Date.png
  4. By default, the Reviewer will be you. Select a different Participant in the dropdown menu to assign a different Reviewer
  5. You have the option to set a due date for the Reviewer to complete this specific Subsection of Questions
    Assigning_a_Review_and_Due_Date.png

The Reviewer will be responsible for marking the Entries as Complete by clicking Mark as Complete.

If any Entries in the Subsection are currently assigned or under review, you have the option to include these Entries, or only assign Entries in an unassigned (gray) status.

Select_unassigned_or_incomplete_entries.png

This includes any Entries that may be in a Subsection within this Section.

Read more: Project Entry statuses

Assigning Questions from different Sections and Subsections

  1. Click the empty checkboxes on the left side of the Questions you wish to assign 
    Screen_Shot_2020-04-03_at_4.04.11_PM.png
  2. Click on Entries Selected and select Assign Entries
    Screen_Shot_2020-04-03_at_4.06.07_PM.png
  3. Choose a Project Participant from the Assignee Dropdown, or search for a different User to invite them to this Project as an Assignee
  4. You have the option to set a due date for the Assignee to complete this specific Subsection of Questions
    Assigning_a_Question_and_Specific_Due_Date.png
  5. By default, the Reviewer will be you. Select a different Participant in the dropdown menu to assign a different Reviewer
  6. You have the option to set a due date for the Reviewer to complete this specific Subsection of Questions
    Assigning_a_Review_and_Due_Date.png

    The Reviewer will be responsible for marking the Entries as Complete by clicking Mark as Complete.

    If any Entries in the Subsection are currently assigned or under review, you have the option to include these Entries, or only assign Entries in an unassigned (gray) status.

    Select_unassigned_or_incomplete_entries.png

    This includes any Entries that may be in a Subsection within this Section.

    Read more: Project Entry statuses

Unassigning Questions by Section

  1. Open the Section Actions menu (...) to the right of the Section you want to Unassign
  2. Select Unassign Section
    Screen_Shot_of_the_Section_actions_with_the_Unassign_Section_option_indicated.png
  3. You will see a modal stating the number of Entries that will be unassigned - completed (green) and under review (blue) Entries will not be unassigned
  4. Click Unassign Section

Unassigning Questions by Subsection

  1. Open the Subsection Actions menu (...) to the right of the Subsection you want to Unassign
  2. Select Unassign Subsection
    Screen_Shot_of_Subsection_Actions_menu_with_Unassign_Subsection_indicated.png
  3. You will see a modal stating the number of Entries that will be unassigned - completed (green) and under review (blue) Entries will not be unassigned
  4. Click Unassign Subsection

Unassigning Questions from different Sections and Subsections

  1. Click the empty checkboxes on the left side of the Questions you wish to unassign 
    Screen_Shot_2020-04-03_at_4.18.52_PM.png
  2. Click on Entries Selected and select Unassign Entries
    Screen_Shot_2020-04-03_at_4.17.50_PM.png
  3. Click on Unassign Participants from # Entries to confirm
    Screen_Shot_2020-04-03_at_4.19.51_PM.png

Related articles