Keeping a teammate in the loop

Sometimes a teammate does not need to do the work, they only need to know how it went. Your manager wants to hear when the proposal goes out; a colleague wants to know if a call slipped. Putting someone in the loop does that, without handing them the task.

These controls appear when your workspace has two or more people.

Four words

• Owner: the one person accountable for a client.
• Team: the people who see the client on their own lists.
• For: the one person doing a task.
• In the loop: the people who are told about a task, without doing it.

Put someone in the loop on a task

When you add it: in Agenda, the box at the top has In the loop beside the person picker. Tick the teammates who should know. On a client's page, the Next step card has the same two chips under the day buttons when no follow-up is set.

With Ask AI: "remind Priya to send the HRMS proposal to Pioneer today, keep Subham in the loop", or "keep Subham and Shivansh in the loop on Pioneer". When you loop people in on a client, they are also in the loop on every task that same message created for it. If a name could be two teammates, Ask AI asks which one you mean.

Whoever hands a task to someone else is in the loop on it automatically, so a handoff always reports back. The person doing it is never in their own loop.

What they hear

• Now: one bell alert, Renu put you in the loop on HRMS proposal · Pioneer.
• When it is finished: Finished: HRMS proposal · Pioneer, with the note the person wrote when they closed it, if there was one.
• If it slips: once, a week after its due day: Slipped a week: HRMS proposal · Pioneer. The person doing it gets this one too.

Nobody is ever told about something they did themselves. On a phone's lock screen only the title shows, never the note.

See what you are in the loop on

Agenda › Tasks › Handed off lists the open tasks you handed to a teammate, and the ones you are in the loop on, grouped by client: HRMS proposal · You handed this to Priya · due today. With two or more people on it, a chip per person narrows the list. On their side, the task reads from Subham under its title. A client's About tab shows Owner, Team and In the loop for each open task.

Cc a teammate on an email

On an email draft in Ask AI, and in the Inbox reply box, press Cc and tick the people to copy. The list holds your teammates and the client's other people, and nobody else. The draft then reads In the loop: Subham (cc). They get the real email in their own inbox, and the sent message on the client's timeline is visible to them.

With Ask AI: "draft a follow-up to Kanika at Pioneer and cc Subham".

Good to know

• On a phone, In the loop and Cc open as a sheet from the bottom of the screen.
• Leaving the team takes a person off every open task's loop. Finished tasks keep their history.
• Automations never Cc anyone.
• A mention in a client's comments is a one-off message, not a loop. Its alert opens the comment with the reply box ready. See Assigning to a teammate for handing work over.

Your morning brief email adds an "Others are on" list on days when a task you are in the loop on finished, was dropped or slipped the day before, with the outcome note when one was logged.