Loopio offers a few different ways for you to view the work assigned to you in a Project, including Entries assigned to you for answering and review, using the "My Tasks" filter.
There are two ways to view the tasks assigned to you:
- Within a Project, by clicking the My Tasks filter
- From the “Your Tasks” dashboard on the Home Page
Note: In addition to Entries assigned to you for answer and review, “Your Tasks” will also show you the number of unread comments in which you are mentioned.
Can I Set a Filter to View All Tasks in My Name Within a Project?
Yes, you can set a filter to view all tasks in your name within a Project. Your Project Canvas will filter to show all outstanding Entries you have been assigned, as well as Entries that need to be reviewed by you.
To view your tasks, click the My Tasks button within the Project Workspace.
Can I Filter Project Entries to View Only Entries I Have Been Assigned to Answer?
Yes, you can filter Project Entries to view only Entries that you have been assigned to Answer.
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Click on the "Participants" filter within your Project Canvas and select your name
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Click on “to Answer”
Can I Filter Project Entries to View Only Entries I Have Been Assigned to Review?
Yes, you can filter Project Entries to view only Entries that you have been assigned to Review.
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Click on the "Participants" filter within your Project Canvas and select your name
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Click on “to Review” or "to Review Later"
