Projects
From Import to Export, Learn How to Complete a Project in Loopio
Projects Overview
- What is a Project?
- What Is the Difference Between A Project Owner, Project Creator, and Project Admin?
- Where Do I Navigate Through My Project?
- What Are the Different Project Statuses?
- What Are All the States a Project Entry Can Be In?
- How Do Compliance Answers Map From a Project To The Answers In My Library?
Creating a Project
- Can I Import Requirements from Multiple Source Documents into a Project?
- How Do I Create a Project?
- Using Source Documents in Projects
- How Do I Import Questions from my Source Documents to a Project?
- How Do I Create and Organize Project Sections, Subsections, and Entries Within a Project?
- Using Project Plans to Monitor A Project’s Timeline
Working on a Project
- How Can I Determine The Sources of My Project Entry Answers?
- Project Entries: How Do I Delete an Attachment?
- Project Entries: How Do I Add an Attachment from a Cloud Storage Service?
- Project Entries: How Do I Add an Attachment from my Computer?
- Can I Add Alternate Questions to My Library Entries as I Work Through a Project?
- How Do I View Linked Library Entries When Searching in a Project?
Finishing a Project
Managing Projects (Admin)
- How Do I Add Users to a Project?
- Can I Assign and Unassign Entries by Section, Subsection or in Bulk?
- Can I Assign a Reviewer for a Project Entry?
- How Do I Set Up a Project Template?
- What are Teams and How Are Teams Managed?
- How Can I Keep Track of Users' Project Progress?