Start Guide | Authors

Overview

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, see the Academy course Getting Started: Authors.

Assigning authors to sections

Authors are responsible for responding to questions that they have been assigned. They can be assigned individual questions as well as entire sections.

Assigning authors from the Authors column

You can use this process to assign an author to sections if there are no existing authors.

1. Click the Add icon in the Authors column for that section.
   
2. Select the due date and time, enter the author(s), then click Add.
   Note: When you enter an author, the Queue and Notify Later toggle turns on automatically. Turn off the toggle if you want to immediately notify the owners.

See Assigning authors to sections for more information.

Assigning authors from the Manage Users pane

You can use this process to assign additional authors to sections.

1. From the Sections list, click the More Options menu and select Manage Users.
   
2. The Manage Users pane appears, defaulting to the Authors tab. Click Add Authors.
   Note: If some authors are already assigned, click to add authors.
3. Enter the author, select the due date and time, then click Save.
   Note: When you enter an author, the Queue and Notify Later toggle turns on automatically. Turn off the toggle if you want to immediately notify the owners.

See Assigning authors to sections for more information.

Assigning authors to sections in bulk

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.

See Assigning authors to sections for more information.

Assigning authors to questions in sections

Authors are responsible for responding to questions that they have been assigned. They can be assigned individual questions as well as entire sections.

Assigning individual questions

1. Do one of the following:
   • Click the Manage Users icon of the question you want to assign to display the Manage Users pane.
     
     Note: Click the Add button if you are in Grid view.
     
   • Click the three-dot Menu of the question you want to assign and select Manage Users.
     
2. Click Add Authors or the Add icon and begin typing the name of the person or team you want to add.
   • You can click the Remove icon to remove an existing author.
   • You can type % to see a list of available authors.
3. Specify if you want to include a custom message in the notification, and if you want that message to be included with tracked comments.
4. If you plan to send multiple notifications to the same person or team, select Queue & Notify Later so they only receive one notification. Otherwise the notification will be sent immediately.
5. Click Save.

See Assigning authors to questions within sections for more information.

Assigning questions in bulk

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.

See Assigning authors to questions within sections for more information.

Author Responses

When an author gets an assignment they receive an email informing them of it.

Authors can find their assignments by clicking the Respond to Question link in the email.

See Responding to your assigned questions for more information.

Reassigning sections and questions

Note: The Reassign Sections/Questions toggle must be turned on both in the Organization Settings and Project Settings to enable this option. If turned off in either of the settings, this functionality will not work.

When you are assigned as an author for a section or question, you can reassign the sections and questions to other authors even if you don’t have the Update Section permission.

1. Click the three-dot Menu of the section or question you want to reassign and select Manage Users. The Manage Users pane opens, defaulting to the Authors tab.
2. Click the icon to remove an author and the icon to add one.
   Note: If you remove yourself as an author before attempting to reassign the section or question, you will not be able to modify other authors/guest users.
   
3. (Optional) To assign the question to a guest, click the Guest tab at the top of the Manage Users pane, then click Add Guests to add a guest.
   
4. Complete the assignment process as described in the sections above, then click Save.

See Reassigning sections and questions for more information.

Marking sections as complete

When authors have completed their section they can close it.
Note: You can also reopen completed sections.

1. Select the three-dot Menu icon for that section and select Complete Section.
   
2. 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.
   

See Marking sections as complete for more information.