Create Workspaces

In Moxo, you can either create a workspace from a template or create a non-templated workspace. 

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

Non-Templated workspaces start as blank, or empty workspaces. You can begin 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 the +New button in the top navigation bar, or from the Templates page. 

From the +New button:

  1. Click on +New in the top right of your portal. 
  2. Select New 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 page:

  1. Click on Templates in the top navigation bar.
  2. Hover over one of your templates from the My 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 a Non-templated Workspace 

To create a non-templated workspace:

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

Then click Blank Workspace.