Authors are responsible for responding to questions that they have been assigned to. Responsive offers many different ways to assign authors to best compliment your work flow. For more information, refer to the Academy course Getting Started: Authors.
Select the applicable tab for your edition of Responsive.
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- Assigning Authors to an Individual Section
- Adding Authors to Multiple Sections at Once
- Assigning Authors to Individual Questions
- Author Responses
Assigning Authors to an Individual Section
To assign an author to a section if there are no existing authors, click the plus icon in the Authors column.
Click Due Date to enter a date when the author should be finished. The calendar icon allows you to choose a date from a pop-up calendar. You can also specify a time.
Begin typing the author's name, or enter % to see a list of possible authors. Click the More Options link to see the Manage Users pane.
You can also access the Manage Users pane by selecting the More Options icon, and then selecting Manage Users.
The Authors tab is displayed by default. Click Add Authors.
Begin typing the author's name or enter % to see a list of available authors. Click Help me choose authors to see available authors with their status and history.
Help me choose authors shows available users and teams. Select one to see details about that person or team, including how many projects they are associated with.
You can search for an author, or use the filter options to narrow down your search for the most appropriate authors.
Select the checkboxes for each author you want to add to the section, and then click Select.
After adding the authors, you can add a due date and time. You can add a message to the author. Select the Track as Section Comments toggle to include this message as a section-level comment. If you are sending the same author multiple messages, you may want to select Queue & Notify Later to send all the messages in one email.
When you are finished, click Save.
Adding Authors to Multiple Sections at Once
You can assign one or more authors to multiple sections at once by selecting the sections to which you'd like to assign the authors. Select Manage Users.
The Manage Users box lets you change the assignments for Authors, Reviewers and Guests.
Specify a radio button for the action you want to perform:
- Assign Authors: Assign authors if no authors are currently assigned to the sections
- Reassign Authors: Remove the existing authors and assign different ones
- Remove Authors: Remove the existing authors without assigning different ones
Begin typing the name of the author you want, enter % to see a list of available authors, or click Help me choose authors as described previously.
You can add a Due Date and time if necessary.
When you are finished, click Save.
Assigning Authors to Individual Questions
To assign one or more authors for a question, select the Manage Users icon to display the Manage Users pane. If there are no assigned authors, click Add Authors.
You can also select the More Options icon, and then click Manage Users.
If an author exists, you can click the X to remove the assignment.
Grid View
If you are using Grid View, click the plus icon to add authors to a question.
You can also select the More Options icon and then click Manage Users.
You can set up the authors for the question as described previously in this article.
Author Responses
When an author gets an assignment they will receive an email informing them of it.
Authors can find their assignments by clicking the Respond to Question link in the email.
Reassigning Questions
Authors can assign other team members or guests to a question by selecting the More Options icon, and then clicking Manage Users. Click the
icon to remove an author and the
icon to add one.
To assign the question to a guest, click the Guest tab at the top of the Manage Users pane. Click Add Guests to add a guest.
Enter the email address of the guest.
Complete the assignment process as described previously and click Save.
Completing Sections
When authors have completed their section they can close it. Select the More Options icon for that section, and then click Complete Section.
If there are multiple authors, you will be prompted to specify if the entire section should be considered completed, or just your work. Select the appropriate radio button, and then click Confirm.
If the author marks only their work as complete then they will receive a check mark next to their icon only in the section list, and the status of the section is still In Progress.
If there is a reviewer assigned to the question an email notification is sent to the reviewers letting them know the content is ready to be reviewed. The status of the section is Pending Review.
The reviewer can finish the section by selecting Complete Review from the More Options menu. If they see edits or changes that need to be made, they can send the section back to the authors by selecting Reassign to Author.
This will send an email notification to the authors notifying them that the section needs more work.
Authors can select View Section in the email notification to be directed to the section that needs work. Authors will need to again submit the section for review once the edits have been completed.
Tip: Reviewers should utilize Comments to communicate with authors based on individual question edits. Authors will receive email notification if they're mentioned in a comment and it will also populate in the Discussions tab.
Review the video below for a look at navigating projects as an author. -
Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.
- Assigning Authors to an Individual Section
- Adding Authors to Multiple Sections at Once
- Assigning Authors to Individual Questions
- Author Responses
Assigning Authors to an Individual Section
To assign an author to a section if there are no existing authors, click the plus icon in the Authors column.
Click Due Date to enter a date when the author should be finished. The calendar icon allows you to choose a date from a pop-up calendar. You can also specify a time.
Begin typing the author's name, or enter % to see a list of possible authors. Click the More Options link to see the Manage Users pane.
You can also access the Manage Users pane by selecting the More Options icon, and then selecting Manage Users.
The Authors tab is displayed by default. Click Add Authors.
Begin typing the author's name or enter % to see a list of available authors. Click Help me choose authors to see available authors with their status and history.
Help me choose authors shows available users and teams. Select one to see details about that person or team, including how many projects they are associated with.
You can search for an author, or use the filter options to narrow down your search for the most appropriate authors.
Select the checkboxes for each author you want to add to the section, and then click Select.
After adding the authors, you can add a due date and time. You can add a message to the author. Select the Track as Section Comments toggle to include this message as a section-level comment. If you are sending the same author multiple messages, you may want to select Queue & Notify Later to send all the messages in one email.
When you are finished, click Save.
Adding Authors to Multiple Sections at Once
You can assign one or more authors to multiple sections at once by selecting the sections to which you'd like to assign the authors. Select Manage Users.
The Manage Users box lets you change the assignments for Authors, Reviewers and Guests.
Specify a radio button for the action you want to perform:
- Assign Authors: Assign authors if no authors are currently assigned to the sections
- Reassign Authors: Remove the existing authors and assign different ones
- Remove Authors: Remove the existing authors without assigning different ones
Begin typing the name of the author you want, enter % to see a list of available authors, or click Help me choose authors as described previously.
You can add a Due Date and time if necessary.
When you are finished, click Save.
Assigning Authors to Individual Questions
To assign one or more authors for a question, select the Manage Users icon to display the Manage Users pane. If there are no assigned authors, click Add Authors.
You can also select the More Options icon, and then click Manage Users.
If an author exists, you can click the X to remove the assignment.
Grid View
If you are using Grid View, click the plus icon to add authors to a question.
You can also select the More Options icon and then click Manage Users.
You can set up the authors for the question as described previously in this article.
Author Responses
When an author gets an assignment they will receive an email informing them of it.
Authors can find their assignments by clicking the Respond to Question link in the email.
Reassigning Questions
Authors can assign other team members or guests to a question by selecting the More Options icon, and then clicking Manage Users. Click the
To assign the question to a guest, click the Guest tab at the top of the Manage Users pane. Click Add Guests to add a guest.
Enter the email address of the guest.
Complete the assignment process as described previously and click Save.
Completing Sections
When authors have completed their section they can close it. Select the More Options icon for that section, and then click Complete Section.
If there are multiple authors, you will be prompted to specify if the entire section should be considered completed, or just your work. Select the appropriate radio button, and then click Confirm.
If the author marks only their work as complete then they will receive a check mark next to their icon only in the section list, and the status of the section is still In Progress.
If there is a reviewer assigned to the question an email notification is sent to the reviewers letting them know the content is ready to be reviewed. The status of the section is Pending Review.
The reviewer can finish the section by selecting Complete Review from the More Options menu. If they see edits or changes that need to be made, they can send the section back to the authors by selecting Reassign to Author.
This will send an email notification to the authors notifying them that the section needs more work.
Authors can select View Section in the email notification to be directed to the section that needs work. Authors will need to again submit the section for review once the edits have been completed.
Tip: Reviewers should utilize Comments to communicate with authors based on individual question edits. Authors will receive email notification if they're mentioned in a comment and it will also populate in the Discussions tab.
Review the video below for a look at navigating projects as an author.