The ability to perform bulk updates for the writing and approver teams and their assigned due dates can now be performed using the Overview Mode available in the Outline.
Note: Overview Mode is only available in Proposals. If you are assigning writers and/or approvers to a Profile please click here .
You can assign writing and approving teams in bulk using the Overview Mode available in the outline.
Follow the steps below or watch this video:
To open the Overview Mode, toggle the switch from OFF to ON.
The overview mode will give you access to your entire proposal overview where you can assign out writing and approving teams. Selection options include the ability to:
- Select the entire proposal
- Select one or more sections
- Select one or more questions from one section or multiple sections
After you have selected either the Entire Proposal, specific sections and/or questions, click Manage Teams to access the Workflow dialogue. This is where you can update writers, approvers, and due dates. *Note: The creator of the proposal will automatically be defaulted to the writer/approver teams*
In the Workflow dialogue in the Overview Mode, you have all the same options to manage teams that are available to manage teams in the Outline View – add and remove users, add and remove approver teams, and update the due dates for each team. The difference in the Overview Mode is that these actions can be applied in bulk instead of one question or one section at a time. Follow this link to learn more about managing teams within the workflow in both the outline and overview mode.
Once you have updated the teams and/or due dates, click Apply to apply your updates across the entire proposal, sections, and/or questions.
Now let's look at the difference in the Workflow dialogue when the makeup of the teams across the selected sections and questions are no longer identical.
Instead of displaying the teams, team members and due dates, you’ll see a warning message alerting you that there are differences between your selections that will require you to update them separately. We automatically group the sections and questions together that have consistent team assignments. In this example, there are three different team configurations that can be updated one-by-one or deselected to be removed from this view. To begin updating the selections, click Edit Teams for the first group.
You have all the same options to manage teams that are available to manage teams in the Outline View – add and remove users, add and remove approver teams, and update the due dates for each team.
After making your desired changes, click the Apply button to save your changes and return to the Workflow pane. Click Edit Teams for the next group you want to update and repeat the steps above.
Follow this link to learn more about best practices and tips when assigning out writers/approvers using the outline or overview mode.