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.
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:
Dashboard
Project Volume
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.
Projects
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.
Library Health
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.
Answer Automation
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.
Tasks
Bulletin Board
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.
Team Tasks
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.
Project Tasks
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.
