This article will provide an overview of all the different sections you will see from the Home page in your Moxo portal.
Navigation Bar
The navigation bar is located at the top of all main pages inside of your Moxo portal. On the left side is your organization’s logo or branding, or the name of your Moxo portal. In the middle, there are sections for Home, Library, Manage, and Admin. On the right side, there is a +New option, the search bar, 'Productivity' icon, 'Notifications' icon, 'Mentions' icon, and your user profile.
Home Tab
The Home tab will take you directly to the Moxo Home Page. This page provides a comprehensive overview of all activities taking place in your portal.
Library Tab
The Library stores frequently used Moxo items, such as templates of Flows, Actions, and Milestones. Access the Content Library for commonly used Files and Quick Links (if included in your plan). Additionally, access the Template Gallery from the Library. Navigate to the top navigation bar to find the Library.
Manage Tab
The Manage tab is the central hub for overseeing business operations with your clients, vendors, and partners. Track KPIs, monitor engagement, access reports, schedule meetings, manage contracts, send broadcasts, conduct audits, and more (features vary by Moxo plan). Access the Manage tab from the top navigation bar.
Admin Tab
The Admin portal enables administrators to oversee user management, manage permissions, and advanced portal settings. Manage internal users, clients, teams, and client groups. Configure Workspaces, Quick Links, CRM integrations, Single Sign-On, Advanced Settings, Permissions, and Client Portal customization. Features depend on your Moxo package. Access the Admin tab from the top navigation bar.
+ New
Hover over +New to create a new workspace in your portal, create new actions in a new or existing workspace, or invite new clients.
Search
Click on the search button to open up the global search bar. Here you can search for messages, files, workspaces, and more across your entire portal. Filter your search by date range, workspace, time, or user.
Calendar
Click the 'Calendar' in your top navigation bar to access your calendar. From here, you can start a new meeting, and schedule a meeting or a workspace.
Notifications
The 'Notification' icon shows you any essential updates and reminders related to your workspaces, helping you stay informed about critical activities and upcoming actions. Click on the notification icon to see alerts related to actions assigned to you.
As an admin or flow workspace owner, you can see additional alerts, such as when members haven't yet joined a workspace or when actions haven't been completed.
@Mentions
The 'Mentions' icon serves as a quick and efficient way to track any specific places you've been tagged within any workspace. This provides a consolidated view of all the messages, comments, or actions where you've been @mentioned, ensuring that you stay updated on important discussions and responsibilities across workspaces.
Profile Icon
To view your profile, simply hover over the profile icon. This icon will show either your initials or your profile image, if you have set one. You can also manage personal settings and preferences related to your profile.
When hovering over the profile icon, you will see a dropdown menu with three options:
- A button with your name and status, which links to your profile page. Here you can manage key details such as:
- Availability and Out of Office settings
- Contact Information and Internal Teams
- Time Booking availability
- Password and Security settings
- Default Notifications and General settings
- Personalized Cover Page and Profile Image
- Welcome Message customization
- An option to invite new internal users (only available to admins)
- A Logout button.
To explore all customization options, learn more about User Profile Settings.
Workspaces and Timeline
In your Timeline, you will see the Workspaces section of your portal. Here you will be able to view all workspaces you are a part of, in order of where the latest activity has happened in each workspace.
Collapse Sidebar
Users can collapse and expand the timeline side bar freeing up more space for a better viewing experience of workspaces. Simply click the 'Collapse Sidebar' icon to open and minimize the timeline bar.
Archive Icon
Easily access archived workspaces from the workspace timeline. From there, click on the 'Archive' icon to view the list of all your archived workspaces.
Learn more about Archiving Workspaces.
Group By
The 'Group By' icon allows users to easily filter workspaces according to your search criteria. Click the 'Group By' dropdown includes options such as All, Owners, Clients, Client Groups, Flow Templates, and Status. It filters your workspaces by specific groups in your timeline. By default, your timeline will show you all workspaces you are a part of.
Owners
filter by workspace owner to see workspaces each specific internal user owns.
Clients
Filter active workspaces by client user.
Client Groups
Filter active workspaces by company name, or clients with similar attributes.
Flow Template
Use this filter to display active workspaces based on the Workspace Template used to create each workspace.
Status
The 'Status' grouping will categorize workspaces into:
- In-Progress
- Completed
- Others (non-flow workspaces)
Learn more about using filters and finding workspaces.
Calendar
The Calendar box displays a brief overview of what’s coming up on your calendar. It shows you any upcoming meetings you are a part of on your calendar.
Click View All to be taken to your calendar, where you can start a new meeting, schedule a new meeting, or schedule a workspace. Click + New to start or schedule a meeting.
Flow Workspace Templates
The Flow Workspaces Templates section in your home page shows you a selection of shared flow templates team members in your organization have built. Hover over any of the flow templates here and click View Details to view the specific flow steps, description, and additional details per flow.
Additionally, click View All in the top right corner of the Flow Workspace Templates section to access your organization's template library. Here, you can create new templates, access your organization's shared templates, and dive into the Template Gallery.
Inside the Template gallery, explore a variety of ready-made flow workspace templates designed by Moxo, catering to a diverse range of business processes across industries and departments.
Effortlessly create, assign, and customize new workflows from each template.
Actions
The Actions Overview box displays a brief overview of the current actions assigned to you. It shows you the number of overdue actions, actions due today, and total number of open actions.
Click on View All to get a complete list of all pending actions. Search for specific actions by filtering their names. You can view the number of actions requiring your attention, the number of pending actions pending actions, and all completed actions. You can filter actions based on type, creator, assignee, or the workspace they belong to. To refine results, apply the necessary filters, reset them by clicking Clear, and reapply as needed.
Shared Files
The Shared Files section in your home page serves as a central file repository, providing quick access to all files shared within any workspace you are a part of.
Click on View All to filter files based on All Shared Files, Files Created by you, or Filed Created by Others for seamless navigation.
Start Workspaces, Invite Users
This section of your timeline offers a few options to start new workspaces and invite new users:
- Click on New Flow Workspace to instantly start a new flow workspace or use existing flow templates.
- Create a New Chat Workspace - either a 1:1 workspace with a specific user or a group workspace with multiple users.
- Click Invite Clients to invite new client users. You can either send an invitation via email or phone number, or share an invite link.
- Click Invite Internal User to invite new internal users. You can either send an invitation via email or phone number, or share an invite link.
Quick Links
The Quick Links box will be visible in your home page, based on your purchased package. This simplifies access to key external resources, allowing both clients and internal teams to easily navigate important sites and tools. These could be resources like your company website, user guides, or access to other critical platforms, ensuring clients can quickly find what they need.
Learn more about configuring Internal User Quick Links and Client Quick Links to optimize your user experience and offer resources essential to your business processes.
Client Experience
The Client Experience tab directs you to the Client Dashboard in the Admin section, where you can customize the Client Portal experience. This includes customizing your Client Dashboard, Branding, and Modules in the client portal—everything your clients will see. Tailor the client experience to align with your brand.