Create Flow Workspaces

In Moxo, you can either create a Flow workspace from a template or create a non-templated workspace, known as an Instant flow workspace, on the fly. 

Templated workspaces start with a pre-defined series of actions in the Flow section and an optional welcome message. 

Non-Templated, or Instant Flow workspaces, start as blank, or empty workspaces and are built on the go. You can create this workspace without assigning users to each role. Users can be assigned to a role later on once the workspace is live and when a specific action needs to be completed. 


Create a Workspace from a Template

There are two ways to create a workspace from a template - from +New in the top navigation bar, or by selecting Flow Workspace Templates from the Library

From the +New button:

  1. Click on +New in the top right of your portal. 
  2. Select New Flow Workspace.

  1. Hover over one of your existing templates and click Use.

If you don’t have any existing templates, create a template first. 

From the Templates section in the Library:

  1. Click on Library in the top navigation bar.
  2. Then click Flow Workspace under the Templates tab in the left side menu.
  3. Hover over one of your templates in the Flow Workspace Templates section and click Use.a21c9299-5c04-4a01-b124-b25cd3e19fdd.png

You can use the search bar or filter options to easily find the right template. See Using a Template to learn more. 

Creating an Instant Workspace 

To create a instant non-templated workspace:

  1. Click on +New in the top right of your portal. 
  2. Select New Flow Workspace.

     3. Then click Blank Workspace.

      4. Drag and drop Actions from the left panel to build out your process in a Flow.



      5. Then click Next when done. 
      6. Add a workspace name based on the process you are working on, add a welcome message, and
          choose a cover image and icon image to customize the flow workspace further.

 

In an instant flow workspace, or a non-templated flow workspace, you can create roles for tasks without assigning them to specific users in the portal. You can add users to each role when the actions are ready to be completed.