Workspace Settings empower workspace owners and internal users to efficiently manage and customize each workspace based on their needs. From editing the workspace name, description and email address to configuring notifications, every setting is designed to offer control and flexibility. Users can pin, archive, or delete a workspace, ensuring that each workspace remains organized and aligned with specific workflows. These settings maintain structured, streamlined, and goal-driven interactions across the platform.
Manage Workspace Settings
Edit Workspace Name and Description
Edit the Workspace Name and provide a clear, relevant Workspace Description to guide participants and give them context for the workspace.
Workspace Due Date
Set due dates at the workspace level (alongside existing action-level due dates), allowing you to define a timeline for an entire project or workflow. Once the flow is live, you’ll see a clean timeline bar across the top of your workspace and status badges (Due Today, Overdue, etc) that visually flag where your project stands.
These notifications are exclusive to workspace owners, not shared with clients, though clients can see due date indicators in their portal.
Workspace Email Address
Every Moxo workspace comes with its own Workspace Email Address. Use the Workspace Email Address to forward emails into a workspace.
To use the Workspace Email Address:
- Click on the '...' ellipses icon.
- Then click on Settings.
- Click Copy to copy the Workspace Email Address.
- Cc or Bcc the Workspace Email Address on any email you would like to forward into the workspace.
The email, along with any email attachments, will be forwarded into the Moxo workspace.
All emails sent to the workspace email address will be stored in a system-generated folder called Emails, in the files section of the workspace.
Any internal user that is a member of a workspace can use the workspace email address. Use the workspace email address to send content from other systems into a Moxo workspace, such as client invoices or receipts.
Mute Notifications
Mute general workspace notifications and receive alerts only for required actions – minimizing distractions, allowing users to concentrate on high-priority tasks.
Workspace Reminder Settings
Manage reminders for workspace members, actions, and the flow workspace owner.
Workspace Member Reminders
Notify invitees who haven't joined the workspace yet.
Send email reminders to individuals who haven't joined. Automatically invite members if not joined within a specific number of day(s). Notify the workspace owner if a member hasn't joined after a set number of days.
Workspace Action Reminders
To ensure timely completion of tasks, users can set up reminders for action assignees.
- On Due Date: Send reminders on the action's due date.
- Before Due Date: Trigger reminders a specified number of days before the due date.
- After Due Date: Schedule recurring or one-time reminders a certain number of days after the due date.
Flow Workspace Owner Reminders
Configure reminder notifications for Flow Workspaces. Notifications will be sent only to the workspace owner:
- On due date
- X days before due date
- Every X days after the due date
Once the flow is live, you’ll see a clean timeline bar across the top of your workspace and status badges (Due Today, Overdue, etc) that visually flag where your workspace stands.
Users can now set up reminders for up to 30 days. These reminders can be sent to individuals who have not yet joined the workspace and to assignees with pending workspace actions, ensuring timely follow-ups based on due dates.
A default setting has been implemented to automatically send reminders to individuals who have not joined the workspace and to clients with overdue actions. As a part of default settings, for workspace members, the workspace owner will receive a notification if a member hasn't joined with three days. Additionally for workspace actions, daily reminders will be sent to the client after the due date to ensure timely completion.
For each workspace, only the workspace owner will be able to edit notifications for workspace members and actions.
Pin Workspaces
To pin important or frequently accessed workspaces to your Timeline:
- Open the workspace settings panel by clicking on the '...' ellipsis icon.
- Then click Settings.
-
Click Pin to Timeline.
You can pin up to 5 workspaces to your Timeline.
Only the workspace owner can deactivate or reactivate a workspace.
Bookmark Messages in Flow Workspaces
Set if only internal users or all users can bookmark items in the specific workspace.
To bookmark a message in a Flow Workspace:
- Navigate to the message you wish to bookmark.
- Click on the “...” ellipsis icon and select Bookmark.
To view your bookmarked messages:
- Click on the “...” ellipsis icon, next to the Flow Workspace name.
- Select Bookmarks. Bookmarked messages will appear on the right-hand panel of the Flow Workspace.
Archive a Workspace
To keep your Timeline organized, you can archive workspaces for completed or inactive processes. Archiving hides these workspaces from the Timeline. If new activity occurs in an archived workspace, it will automatically be unarchived.
To archive a workspace:
- Click on the '...' ellipsis icon to the right of the Flow workspace name.
-
Select Settings in a Flow workspace or click on the 'Settings' icon for a 1:1 or Group Workspace.
- Locate Archive Workspace and click it to archive the workspace.
-
In the pop-up, select if you want to Archive the workspace for yourself, Archive for all internal users, or Archive the workspace for all members.
- Then click Archive.
This will add a notification to the Notification Center for all other internal users who are members of that workspace, informing them the workspace has been archived.
You can also unarchive a workspace. To do this:
-
Navigate to the workspace timeline and click on the 'Archive' icon.
- Select the workspace you want to Unarchive.
-
Click on Unarchive to make the workspace active again.
Learn more about Archiving Workspaces.
Delete a Workspace
Only the workspace owner can delete the workspace.
To delete a workspace:
- Open the workspace settings panel by clicking on the '...' ellipses icon, then click Settings.
- Then click Settings.
- Click Delete Workspace.
When a workspace is deleted, all members will lose access to the workspace and its information. This action cannot be reversed.
Leave a Workspace
To leave a workspace:
- Open the workspace settings panel by clicking on the '...' ellipses icon, then click Settings.
- Click Leave Workspace at the bottom of the Settings panel. You will lose all access to the workspace, unless you are invited to join the workspace again.
Any internal user that is not the workspace owner can leave a workspace at any time. The workspace owner must transfer ownership before leaving the workspace. Client users do not have the option to leave a workspace.