Loopio’s Homepage surfaces actionable insights that help you manage and continue to improve your RFP response process. From quickly identifying content that might need to be updated, to easily making sure that Projects stay on track and meet deadlines, you now have access to the information you need, right when you log on to Loopio.
Permissions Required: General Administration, Level 1 permissions required to see the Admin homepage widgets.
Users without these permissions have a different homepage view. Read on to learn more: As a Loopio User, What Information Can I See on My Homepage?
As an Admin, your homepage is divided into two tabs: The Dashboard tab allows you to see your organization's work, and the Tasks tab shows your personal tasks. Toggle between these two views using the buttons in the homepage's upper right-hand corner:
Get a sense of how busy your team is by viewing the number of Projects created each week for the past 12 weeks. See how many Projects have been completed and how many are still active.
This at-a-glance overview of the progress made on your active Projects includes the Project’s due date, so you can quickly identify which active Projects need the most attention.
Make sure you're keeping your Library up-to-date with this insight into what percentage of Entries haven't been reviewed in a while.
The answer automation widget shows you the power of your Loopio Library. See how your library is being leveraged to help save time by finding the right answers to the questions you see most often.
New Library Entries
Keep on top of your Library activity with this quick view of all the new content being added by members of your organization.
Provide your team with any company-wide announcements, links to resources, notices about upcoming deadlines, or any other information you'd like to share using the bulletin board. These messages will be displayed at the top of every User's homepage.
Quickly find tasks available to be claimed, sorted by due date so you can make sure you're working on tasks in the right order.
Easily see how many questions need answers and how many answers need to be reviewed with this quick overview of the status of all tasks in your Projects.
My Library Reviews
Easily surface the Library reviews you are responsible for to ensure your Library continues to stay up-to-date and accurate.