Overview of Actions

Moxo offers powerful structured tasks called Actions, designed to streamline your client projects. Actions can be assigned to users as part of a templatized process or for ad-hoc tasks. Use actions for a variety of tasks with your clients and team members, such as filling out forms, uploading documents, acknowledging terms, providing signatures, and more.

Actions can be created and assigned to any user inside a workspace and will appear in the Flow section of the workspace.  

Create action templates in the content library for commonly used actions. 

Actions are the building blocks to create workspace templates.


Types of Actions

Moxo provides a variety of different actions you can leverage based on your business process and industry. 

The different action types are listed below:

  • Approval
    • Approvals are used to get someone's approval on a document or some piece of information.
  • Acknowledgement
    • Acknowledgements are used to get confirmation from someone that they have read or reviewed a piece of information.
  • File Request
    • File Requests are used to collect documents from someone.
  • E-Sign
    • E-Sign is Moxo’s native e-signature action that can be used to get digital signatures. 
  • To-Do
    • To-do are used for any general task that needs to be completed, which does not fall under any of the other action types. Web links or files can be attached to a to-do. 
  • Time Booking
    • Time booking enables users to effortlessly schedule virtual meetings with one or multiple participants, based on the availability of everyone involved. Time booking availability can be set up from your profile
  • Form
    • Forms are used to gather information from users by having them fill out a form. Customize your own forms tailored to your unique processes and requirements. Build form templates in the action templates section of the content library, or build new forms on the fly in a workspace.
  • External Actions
    • With External Actions, you can seamlessly use existing external applications into your process in Moxo. For instance, you can leverage DocuSign for e-signature or Jumio for KYC. 


Add an Action

There are multiple ways to add an action to a workspace. New actions can be added directly into an existing workspace, or added to a workspace template to be used later. Pre-built action templates can also be built and used directly from the content library. 

To add a new action into an existing workspace:

  1. Select the workspace you want to add the action into.
  2. Click on the ‘+’ icon at the bottom of the Flow section.



  3. Select the type of action you would like to add.
  4. Select a position in the flow to add the new action, and click +Add here.

When adding an action to a sequential flow, users must complete any preceding actions before completing the newly added one. 


Edit an Action 

After an action is added to a workspace, internal users also have the ability to edit the action.

To edit an action:

  1. Click on the specific action in the Flow section of the workspace.
  2. Click the ellipses ‘...’ on the top right of the action.
  3. Click Edit.

 

  1. Update any fields as needed, such as the Title, the Description, adding or deleting Attachments, changing the Due Date, or changing Assignees.
    • Edit Title
    • Update Description
    • Add/delete/change attachments 
    • Adjust due date
    • Change assignees


Complete an Action

Actions can be completed by the assigned users. 

To complete an action:

  1. Click Review on the action you need to complete.



  2. Click on the call to action based on the action type: 
  1. Follow prompts based on the action type to complete the action.


Delete an Action

Only internal users in a workspace can delete an action.

To delete an action:

  1. Click on the action in the Flow section of the workspace.
  2. Click the ellipses ‘...’ on the top right of the action.
  3. Click Delete.



  1. Confirm by clicking Remove.


Create an Action Template from an Action

Learn more about Action Templates. Use the Action library to save time by creating Action Templates you can easily reuse for commonly used actions. 

A new action in a workspace can be turned into an Action template that lives in the Content Library.  

  1. Click on an action in the Flow section of the workspace.
  2. Click the ellipses ‘...’ on the top right of the action.
  3. Click Save as Template.



  1. Review the action information, such as the Title, the Description, and any Attachments. 
  2. Click Next.




  3. Enter your action Template Name, Location, and an optional Description.
  4. Click Create, and your action template has now been created.