Action Templates

Creating templates of frequently used actions makes it easy to effortlessly reuse them for repetitive processes or tasks whenever needed. This helps improve efficiency, saving you time and effort. These action templates can be stored in the Actions Library.

Create action templates and organize them into folders. Select an action template when creating actions in a workspace or workspace template

Create an Action Template

To create an action template:

  1. Hover over Tools on the top navigation bar.
  2. Click Actions under the Content Library tab on the left.

    Create an Action Template.png

  3. Click Create on the top right of the window and select the type of action you would like to create.
  4. Follow the prompts to build the action template, and click Next.
  5. Review a preview of the action template. Adjust any information in the fields on the left toolbar.
  6. Click Create.

To learn more about the different types of actions in Moxo, visit the overview of actions



Edit an Action Template

After an action template is created in the Actions Library, the creator will be able to edit that template in the future. 

To edit an action template:

  1. Hover over Tools on the top navigation bar.
  2. Click Actions under the Content Library tab on the left.
  3. Hover over the action you wish to edit and click the ellipses ‘...’ to the right of the title. 
  4. Click Edit. Edit any action information, such as the title, description, due date or attachments. 
  5. Click Save to save the updated information in the template.

Updating an action template will not make any updates to existing workspace templates or workspaces where this template was used. 


Use an Action Template

When adding actions to a workspace or a workspace template, you will have the option to select an action template. 

In addition, action templates can also be used directly from the Actions Library.  

To use an action template from the Actions Library:

  1. Hover over Tools on the top navigation bar.
  2. Click Actions under the Content Library tab on the left.
  3. Hover over the action you wish to use and click the ellipses ‘...' to the right of the title. 
  4. Click Use and follow the remaining steps. You can add the action to an existing workspace or a new one.

    Edit an Action Template.png