Welcome to Moxo!
MJ

Megan Justice

Created Jan 20, 2023

Welcome to Moxo!

This is a very high level overview of the tools and resources available inside of Moxo. This was created alongside a Loom video with a similar walk-through goal.

93
    c

Moxo

5 Steps
1

Go to Home - Crayon Advisory

2

Your dashboard inside Moxo.

You can click on anything in here. The activity on the left are the conversations you ahve access to - click on one to see details. We'll start with Margot's direct conversation with Megan (the orange box).

The links on the right are quick bits on information that may be helpful to you.

Your dashboard inside Moxo.
3

Direct Conversation

This is what the direct conversation looks like. You can see participants in the conversation on the left (in this case, it's just me). There's a plus button on the bottom you can click to add files as well as add assignments, such as file requests, to-dos, and more.

Direct Conversation
4

Flows will guide you through steps to take and things you need to do.

Flows are specific types of conversations in Moxo. When we're setting up your account, we'll add this, "Welcome to Moxo," Flow to help show you around and get you oriented.

Flows will guide you through steps to take and things you need to do.
5

Internal workings of a flow

This is the inside of a flow. The, "Welcome to Moxo," flow has to-do(s), file request(s), an approval, and a final acknowledgement.

Buttons will show guide you through steps to take. You can also send a message just like in the direct conversation. This includes uploading a file - you don't have to use the specific file requests if you don't want to.

Most Flows will not be sequential - that is, you can complete anything assigned to you in any order. The, "Welcome to Moxo," Flow is set up to be completed in sequential order. If you try to upload a file through one of the file requests before completing the to-do(s), you'll receive an error. You'll need to complete the to-do(s) before completing one of the file request.

Internal workings of a flow
Well done!
Create how-to guides like this in a snap. Get Tango now.