🎯 Actions in Atobi

​Atobi's Action Blocks are interactive components within articles that prompt your team members to engage in specific tasks, such as confirming task completion, uploading media, or participating in quizzes.

These Actions are essential for gathering insights and ensuring active participation from your team!

In This Article

Action Types Overview

Action Settings

How to add Actions to an Article

Editing & Updating Live Actions

AI Quiz Generator

How to use Sequential Actions

How to use Recurring Actions

Conclusion: Mastering Actions in Atobi

Action Types Overview

Atobi offers a variety of Action types to cater to different needs:​

Action Settings

Each Action comes with General Account Settings, while some come with Specific Action Settings.

General Account Settings

Specific Account Settings

How to add Actions to an Article

Adding Actions makes your articles more interactive and ensures important tasks get done! ✅

📌 Step 1: Access Article Studio

• Go to Article Studio in the Atobi dashboard.
• Click Create Article.

📌 Step 2: Build Your Article

• Use text blocks, images, and other content to create your article.
• Click Actions and select the Action Type you need.

📌 Step 3: Customize the Action

• Enter a title and description (e.g., “Upload today’s display setup”) - optional
• Adjust settings (visibility, deadlines, sequential completion, etc.).

📌 Step 4: Publish & Track Responses

• Assign the article to the right audience.
• Click Publish to make it live.
• Monitor responses in the Insights Page or Compliance Dashboard.

Editing & Updating Live Actions

Once an article containing Actions goes live and starts receiving answers, some settings can still be edited, while others become locked to ensure data integrity.

✅ You CAN edit:

🔹 Title & Description – Update the action’s title or description.

🔹 Text Content of Poll, Quiz, or Yes/No Blocks – Modify the wording of the question or instructions.

🔹 Images in Poll or Quiz Actions – Replace or edit images used in polls or quizzes.

🔹 Answer Visibility – Adjust whether answers should be public (visible to all) or private (visible only to the article owner).

🔹 Language Settings – Add or remove language variations in the article.

⛔ You CANNOT edit:

❌ Number of Choices in Multiple Choice Blocks – The number of options remains fixed after publishing.

❌ Correctness of Choices in Multiple Choice Blocks – The correct answer(s) cannot be changed once the quiz is live.

❌ Categories of Actions – You cannot change or add new categories after publishing.

❌ Mandatory vs. Optional Setting – You cannot change whether an action is required or optional.

❌ Required Completion Setting – You cannot switch between "All members in audience" and "One member per location" after publishing.

❌ Recurring Actions – Once published, you cannot edit or update the action to become Recurring.

❌ Deadline Settings – You cannot change or update the deadline of an action after it has been published.

💡 Why Are Some Settings Locked?

Certain settings, like answer choices, deadlines, and completion requirements, affect how responses are tracked and stored. Changing them after answers have been submitted could lead to inconsistent or misleading data.

To ensure accuracy, these settings become locked once the action has received at least one answer.

AI Quiz Generator

We know that creating a quiz for your staff can take time. Now, Atobi’s built-in AI assistant can help you generate quiz questions faster! 🚀

🛠️ How Does It Work?

In Article Studio, you’ll see a "Help me write" box. Click on it to access two AI-powered quiz generation options:

1️⃣ Generate a quiz without instructions: AI will scan the text in your article and automatically generate a quiz question based on the content.

2️⃣ Generate a quiz with custom instructions: You can add specific context to guide AI in creating a more relevant quiz.

✍️ Examples of Context You Can Add:

📌 "A quiz about [topic]"

📌 "A quiz about [topic] with 2 correct answers and 3 wrong ones."

How to use Sequential Actions

By default, when you create an article with multiple Actions, audience members can complete them in any order they like. However, if you want to force members to complete Actions sequentially or unlock sections one by one, you can enable Sequential Actions.

With Sequential Actions enabled, members must complete one action before unlocking the next. This helps structure training, onboarding, and step-by-step processes to ensure a smooth learning journey. 🎯

Learn more about Sequential Actions:

• What are Sequential Actions?
• How to Activate Sequential Unlock
• How to Create Sections?
• Edit and Reorder
• Important Notes & Best Practices

What are Sequential Actions?

With Sequential Actions, you can guide audience members through an article by locking and unlocking actions and sections in a structured order.

🔓 How It Works:

• Members must complete one action before unlocking the next action.
• Sections will only unlock when all actions in the previous section have been completed.
• This ensures actions are completed in the right order, making it ideal for training, onboarding, and learning paths.

How to activate sequential unlock?

Follow these steps to turn on Sequential Actions in your article:

1. Go to Article Studio on your desktop.
2. Create a new article or open an existing article.

We recommend creating Sequential Articles from scratch to ensure everything is structured as intended, as existing articles may not be organized in the best way for sequential unlock.

3. In edit mode, click Settings.
4. Toggle Sequential Actions ON.

📌 Once Sequential Actions is enabled, all actions must be completed one by one in the order they appear in the article.

How to create sections?

Each section is created by adding a heading and at least one action.

📌 Steps to Create Sections:

1. Add a Heading – This will serve as the section title.
2. Add an Action Block underneath the heading.
3. (Optional) Add additional content blocks (e.g., videos, images, text) under the heading.
4. Repeat Steps 1-3 to create more sections.

Edit and re-order

You can move headers, actions, and other blocks around freely while editing your article. However, once an article is published, avoid changing the order of headers and actions—doing so can confuse audience members and disrupt the unlocking flow.

Important Notes & Best Practices

💡 Best Practice for Completion Settings:

• Recommended: All members in the audience – Ensures that every member must complete each action.
• Not Recommended: One member per location – If enabled, colleagues can unlock sections for each other, which may disrupt the sequential experience.

👀 Note:

• Sequential Actions only work on browsers and web apps.
• If members use the native mobile app (downloaded from an app store), they will receive a regular article experience without sequential unlocking.

How to use Recuring Actions

With Recurring Actions, you can automate task management by scheduling actions to repeat at set intervals. 📅 This feature helps teams stay on top of regular tasks and ensures deadlines are met efficiently. ✅

Learn more about Recurring Actions:

• What are Recurring Actions?
• How to make Actions recurring?
• Setting Frequencies for Recurring Actions
• How to make Recurring stop?

What are Recurring Actions?

A Recurring Action is an action that automatically repeats on a daily, weekly, or monthly basis. This is ideal for:

✔️ Routine checklists (e.g., daily opening/closing tasks)

✔️ Ongoing compliance tracking (e.g., weekly safety inspections)

✔️ Monthly reports or store visits

How to make actions recurring?

You can make any action recur using two methods:

🔁 Option 1: Set Recurrence for All Actions in an Article

If all actions in your article should repeat at the same frequency, follow these steps:

1. Create your article with all required actions.
2. Start the publication flow.
3. After selecting channels, categories, and audience, click Edit under Recurring Actions.
4. Pick the desired frequency (daily, weekly, or monthly).
5. Publish the article.

🔄 Option 2: Set Different Recurrence for Each Action

If different actions should have different frequencies, follow these steps:

1. Create your article with multiple actions.
2. For each action, click Recurring and set its unique frequency.

💡 Tip: Need multiple actions with the same settings? Duplicate them to save time!

• Windows: Press Ctrl + C then Ctrl + V.
• Mac: Press Cmd + C then Cmd + V.

Setting Frequencies for Recurring Actions

You can schedule actions to repeat daily, weekly, or monthly.

📅 Daily Actions

• Select which days of the week the action should repeat (e.g., Monday, Tuesday, Wednesday).
• Set the time window when the action must be completed (e.g., between 9:00 AM – 6:00 PM).

⏳ Why are start and end times important?

• Members cannot complete the action before the set time.
• Members can still complete the action after the deadline, but you will see that it was submitted late.

📆 Weekly Actions

• Choose which weeks of the month the action should repeat.
• Set the exact day and time (e.g., 4th week of each month, Monday between 9:00 AM – 6:00 PM).

📆 Monthly Actions

• Choose which months of the year the action should recur.
• Set the specific date and time (e.g., 1st Monday of every month between 9:00 AM – 6:00 PM).

How to Stop a Recurring Action?

A Recurring Action will stop automatically when the article is archived or deleted. 🚫

You can:

✔️ Manually archive or delete the article at any time.

✔️ Schedule an archive date when publishing the article, so it automatically stops recurring at a specified time.

✅ Conclusion: Mastering Actions in Atobi

Atobi’s Action Blocks provide powerful tools to create interactive, structured, and automated workflows, ensuring tasks are completed efficiently and on time. 🎯 Whether you're using quizzes for training, polls for feedback, or recurring checklists for daily operations, Actions help keep your team engaged, accountable, and informed.

Key Takeaways:

✔️ Use Actions to encourage participation and track progress.

✔️ Customize Actions with deadlines, visibility settings, and completion requirements.

✔️ Enable Sequential Actions to create structured learning paths.

✔️ Automate tasks with Recurring Actions for daily, weekly, or monthly checklists.

✔️ Monitor responses in the Insights Page & Compliance Dashboard to track performance.

By integrating Actions into your articles, you’ll streamline workflows, enhance engagement, and improve task completion rates across your organization. 🚀

Ready to get started? Jump into Article Studio and start creating! 🎉