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To-Do

In Moxo, To-Dos are an invaluable action for tracking and completing diverse tasks within a process that might not clearly fit into any other designated action category. They provide a flexible approach to managing and completing general tasks, efficiently and effectively.


Create a To Do 

Users can create a new To-Do in a workspace or use an action template from the Templates section of the Library.

To add a new To-Do in a Flow workspace:

  1. Click the ellipses ‘...’ icon in the Flow section of the workspace. 
  2. Select Add New Action from the drop down. 
  3. Then click To-Do. 
  4. Determine where you would like to add the new To-Do, then click +Add here accordingly. 
  5. Click New To-Do. 

You can also select an existing action template here instead, then click Continue.

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      6. Enter the Title of your To-Do. A title is required.



7. Add optional details to the To-Do for clarity, including a Description of the task, an Attachment of any relevant file, and a Due Date. You can:

    • Attach a File from your computer
    • Attach a File from the Content Library
    • Attach File from a workspace
    • Attach a Weblink to send the user to a platform outside of Moxo to continue the task

8. Assign one or multiple users who need to complete this To-Do. Only workspace members may be assigned to the To-Do. 

      • Toggle Sequential Order, if users must approve in a specific order.
        • Sequential order will start with the first user assigned and trigger each assignee in order.
        • Disabling the Sequential Order option will result in the To-Do being sent simultaneously to all assignees, allowing them each to approve it at any time.
      • When there are multiple assignees, choose from the following options to determine how the to-do should be completed:
        • One Assignee: Selecting this option means the To-Do will be completed when any assignee marks the action as complete. 
        • Majority of Assignees: Selecting this option means the To-Do will be completed when over 50% of assignees mark the action as complete.
        • All Assignees: Selecting this option means the To-Do will only be completed when all assignees mark the action as complete.

If you do not choose an Assignee, the system will automatically assign the task to you for completion.

 

9. Click Add to finalize creating the new To-Do. This new action will now appear in the Flow section of the workspace.


To add a new To-Do in a Chat workspace:

  1. Click the ‘+’ icon on the bottom of chat area.
  2. Select To Do from the pop up box. 
  3. Click New To-Do. Then follow steps 6-9 in the section above.

You can also select an existing action template here instead, then click Continue.

To add a new To-Do from New+:

  1. Click the + New from the top navigation bar.
  2. Select Action from the menu box. 
  3. Select the Workspace Type to add the Action to. 
    1. Existing Workspace
      1. Search for the Workspace by title.
      2. Click on the desired workspace.
      3. Click Next.
        1. If you have selected a Flow Workspace, select where to add the action in the Flow.
    2. New Workspace
      1. Select the new workspace type - either a Flow Workspace or Group Workspace if applicable to your Moxo plan.
      2. Title your Workspace.
      3. Click Next to create the new workspace and add the action.
  4. Then click New To-Do. 

 

Assignee Experience

When a user is assigned a To-Do, they will find it in the Flow section of the workspace. Additionally, users will receive notifications whenever an action is assigned to them, and these notifications will appear in the chat section of the interaction panel.

To complete the To-Do:

  1. Click on the To-Do and view the details.
  2. Type messages in the bottom bar to ask any questions or comment on the task.
  3. Click Mark as Completed when complete.




Managing To-Dos

In any workspace, Internal Users have the ability to add, edit, or delete actions in the Flow. 


To delete a To-Do from the Flow: 

  1. Simply click on the To-Do you are trying to delete in the Flow.
  2. Then click the ellipses ‘...’ icon. Here you will see options to Edit or Delete the action, as shown below.



Additionally, workspace owners also have the ability to save any action as a template in the Templates section of the Library.

 

To Reopen a To-Do from the Flow:

  1. Simply click on the completed To-Do in the workspace.
  2. Then click the ellipses ‘...’ icon. Here you will see options to Reopen, Delete, or Save as Template, as shown below.
  3. Click Reopen.
  4. Review the action details. Then click Next to reopen the action and notify the assignee.