I work on Projects
I will respond to RFx/questionnaires, answer client questions, or create client-facing documents.
Welcome! We've gathered some of our top resources for working in Loopio Projects. For additional resources search the Help Center, browse all Help Center categories, or start your learning journey in the Learning Station.
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Your Account
What is my Company's Loopio URL?
As a Loopio User, What Information Can I See on My Homepage?
Creating a Project
[Learning Station] Project Creator Learn Path
How Do I Import Questions from My Source Documents to a Project?
Managing a Project
[Learning Station] Project Manager Learn Path
[Learning Station] Magic Best Practices and Settings - Infographic
How Do I Set Up a Project Template?
How Do I Allow My Team To Collaborate Freely on a Project Section?