What are Teams and How Are Teams Managed?

Teams are groups of Users you create, based on your Organization's needs. For example, you could have a Sales Team, a Research Team, and a Legal Team.

Creating Teams in Loopio allows you to assign groups of Users to answer or review Project Entries, ensuring the best person takes action even when it may be unclear who should be responsible. If you’re unsure of who would be able to take the lead on a Section or Project Entry, consider assigning a Team to complete them.

You can create and edit Teams in the Admin Panel from Admin > Teams.

In this Article:

• How Do I Create, Edit, or Delete a Team?
  
  
  • Create a New Team
  • Edit the Name or Description of a Team
  • Delete a Team
• How Do I Add Users to or Delete Users from a Team?
  
  
  • Add Users to a Team
  • Delete Users from a Team
• Completing Project Entries as a Team
  
  
  • Assign Project Entries to a Team

 

Subscription Required: Teams aren't available on all subscription plans. Contact Support to learn more: Send an email to Support

How Do I Create, Edit, or Delete a Team?

 

Permissions Required: General Administration, Level 1 (Manager) or higher is required to create & edit Teams.

Create a New Team

1. Click on Admin
2. Click on the Teams tab
3. Click Add Team
   
   
4. Enter the Team name (required) and a description (optional), then click Create
   

Edit the Name or Description of a Team

1. Click on Admin
2. Click on the Teams tab
3. Click the name of a Team you want to edit
   
4. The name and description of the Team will appear at the top of the screen
   
   Click the name or description text to edit it
5. Click the blue checkmark to save your changes, or the white X to cancel
   

Delete a Team

1. Click on Admin
2. Click on the Teams tab
3. Click the trash can icon to the right of the name of a Team you want to delete
   
4. Click Delete
   
    

   Note: If there are Project Entries assigned to the Team when it is deleted, those Entries will be reassigned to the Project Owner.

How Do I Add Users to or Delete Users from a Team?

 

Permissions Required: General Administration, Level 1 (Manager) or higher is required to create & edit Teams.

Users can be added to multiple Teams. Creating focused groups of Users will enable you to target exactly who should be responsible for each Entry.

Add Users to a Team

1. Click the name of a Team you want to add the User(s) to
   
2. Click Add Users to search for any additional people that belong on that Team, and click their name to select them
3. Click Add X User(s)
   
   

Delete Users from a Team

1. Click the name of a Team you want to delete the User(s) from
   
2. Hover your cursor over the initials or photo of the team member you want to delete, then click the red X
   
3. Click Yes, Remove
   

Completing Project Entries as a Team

You have the ability to assign Project Entries to a Team, giving any user that is part of the Team the ability to answer and submit the answer to Project questions.

Assign Project Entries to a Team

1. In bulk by clicking Assign Section
   
   
2. In bulk by selecting multiple Entries then clicking on Assign Entries from the X Entries Selected drop-down
   
3. Individually, by clicking Assign Person on a Project Entry
   

After selecting an option above:

1. Within the box that appears, search for the Team you want to assign. Searching a Team name will also display all the members that belong to that team
   
2. The assigned Team will receive an email notifying them that their Team has Questions to answer
   
3. Once a User logs in, they have the ability to claim any Questions to which their Team is assigned by clicking the Claim Assignment button.
   
4. Once a User claims a Question by clicking Claim Assignment again in the popup that appears, they become the sole Assignee who is responsible for editing and submitting their Answer
   
   Once an Entry is claimed, only a Project Admin will be able to unassign or reassign that Entry