While there are many different ways you can approach completing a Project within Loopio, here we’ll discuss our recommended best practices that will ensure you’re getting the most value out of your Loopio account.
While this is one suggested way of working with Loopio’s Projects space, the Loopio platform is flexible, and your projects and needs may call for a different approach. Start a conversation with your Customer Success Manager today about optimizing your organization’s approach to Projects!
How Can I Cut Down on the Amount of Questions I'm Answering Manually?
Complete your Projects in this order to cut down on the amount of time you spend manually entering answers to questions:
- If you have a copy of your questionnaire or proposal, use Import to bring it in to a Project: You can use Loopio’s Import feature to grab your questions right from the source. Loopio supports Word, Excel, and PDF based source documents during Import, and, once your Project is completed, you can Export your answers back into its original Word or Excel file.
Read more: Importing a Source Document to a Project - Use Magic to take a first pass at automatically answering your questions: Loopio’s Magic automation works by looking at your question, searching across your Library for related content, then pulling in a matching Answer. Magic looks at all unanswered, unassigned Project Entries, making it a great “first pass” at answering your Project.
Read more: Answering Questions in a Project: Magic - Assign out any remaining questions to be answered by your team: After Magic has filled out your Entries, any Project Admin can begin assigning Questions to your Loopio Users. Want to collaborate with your team on answering a Project? Teams are a great way of delegating work to a group of Users, who can divide the work up amongst themselves. You can also make use of our @ mention functionality to tag other Users in an Entry’s comments to communicate with other team members.
Read more: - As you answer any questions assigned to you, take advantage of Search to scour your Library for related content: Search equips you with advanced options that allow for a granular review of related content in your Library, allowing you to narrow your results down to specific Categories, Subcategories, and topics as desired.
Read more: Answering Questions in a Project: Library Search