Subscription Required: The ability to create Teams is available on select subscription plans only. Contact Support to learn more: Send an email to Support
Teams are groups of Users you create, based on your Organization's needs. For example, you could have a Sales Team, a Research Team, and a Legal Team.
Creating Teams in Loopio allows you to assign groups of Users to answer or review Project Entries, ensuring the best person takes action even when it may be unclear who should be responsible. If you’re unsure of who would be able to take the lead on a Section or Project Entry, consider assigning a Team to complete them.
You can create and edit Teams in the Admin Panel from Admin > Teams.
How Do I Create, Edit, or Delete a Team?
Create a New Team
- Click on Admin in the top navigation
- Click Teams
- Click + Add Team
- Enter the Team name (required) and a description (optional)
- Click Create
Edit the Name or Description of a Team
- Click on Admin in the top navigation
- Click Teams
- Select the Team you want to edit
- The name and description of the Team will appear at the top of the screen
Click the name or description text to edit it - Click the blue checkmark to save your changes, or the white X to cancel
Delete a Team
- Click on Admin in the top navigation
- Click Teams
- Click the trash can icon to the right of the name of a Team you want to delete
- Click Delete
Note: If there are Project Entries assigned to the Team when it is deleted, those Entries will be reassigned to the Project Owner.
How Do I Add Users to or Delete Users from a Team?
Users can be added to multiple Teams. Creating focused groups of Users will enable you to target exactly who should be responsible for each Project Entry.
Add Users to a Team
- Click on Admin in the top navigation
- Click Teams
- Select the Team you want to add the User(s) to
- Click Add Users to search for any additional people that belong on that Team, and click their name to select them
- Click Add X User(s)
Delete Users from a Team
- Click on Admin in the top navigation
- Click Teams
- Select the Team you want to delete the User(s) from
- Hover your cursor over the initials or photo of the team member you want to delete, then click the red X
- Click Yes, Remove
Completing Project Entries as a Team
You have the ability to assign Project Entries to a Team, giving any user that is part of the Team the ability to answer and submit the answer to Project questions.
Assign Project Entries to a Team
- In bulk by clicking Assign Section
- In bulk by selecting multiple Entries then clicking on Assign Entries from the X Entries Selected drop-down
- Individually, by clicking Assign Person on a Project Entry
After selecting an option above:
- Within the box that appears, search for the Team you want to assign. Searching a Team name will also display all the members that belong to that team
- The assigned Team will receive an email notifying them that their Team has Questions to answer
- Once a User logs in, they have the ability to claim any Questions to which their Team is assigned by clicking the Claim Assignment button.
- Once a User claims a Question by clicking Claim Assignment again in the popup that appears, they become the sole Assignee who is responsible for editing and submitting their Answer
Once an Entry is claimed, only a Project Admin will be able to unassign or reassign that Entry