🎯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:​

Type What Context
πŸ“ Task Members have to confirm when something is done. Use this to track progress. E.g. "Complete when read and understood"
πŸ“Έ Media Task Members have to upload a picture. Use this to get visual documentation. E.g. "Take a photo of the window"
❓ Quiz Members have to pick the correct option(s). Use this to test members knowledge. "
✍️ Open Question Members have to write a short answer. Use this for open questions. E.g. "Any additional comments?"
βœ”οΈ/❌ Yes/No Question Members have to select "Yes", "No, or "N/A". Use this for closed questions. E.g. "Was the promotion setup?"
πŸ“Š Poll Members have to pick one or more options to a question. Use this to gather opinions and find trends. E.g "What do you think of the campaign?"
πŸ’΅ Money Member have to write a numeric value tied to a currency. Use this to gather prize checks or recurring cash-up when closing the store. E.g "How big was the difference." Click here for an example!
πŸŽ“ SCORM package (add-on) Members have to complete a SCROM course. Use this to upload your SCORM courses. You need a SCORM file and a cover image.

Action Settings

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

General Account Settings

What Context
πŸ‘€ Answer Visibility
  • Public to audience members: Recommended for best practice sharing and competitions where employees should be able to see each others answers.
  • Private to article editors: recommended for surveys and sensitive content where answers should not be visible to others. Private Answers can be seen by: Article Creators and Collaborators.
🎯 Required completion by
  • All members in audience: Recommended for training and surveys where you want everybody to complete it.
  • One member per location: Relevant for campaign roll-out and task-focused content where just one employee per store needs to complete it. 
βš–οΈ Mandatory vs Optional
  • Mandatory: The actions is mandatory to complete.
  • Optional: The action is optional to complete and won't show up in member's Upcoming Actions list.
⏰ Deadline or Recurring (optional)
  • Deadline: The action has a deadline.
  • Recurring: The action will recur at a specified frequency. Learn more about Recurring actions here
πŸ”„ Sequential (optional) β€’ This will force members to complete actions sequentially or create sections that must be unlocked individually. Learn more about Sequential actions here
πŸ—‚οΈCategory (optional) Add a category to the action. This is used for filtering actions on dashboards.

Specific Account Settings

Type Setting
❓ Quiz
  • A quiz can have one or multiple correct answers.
  • It can have both text and/or images as options. The recommended image size is a ratio of 1:1,6 or 844x510px / 1688x1020px. 
  • Add a custom feedback message for your employees. They will see this when they have completed the quiz
  • Set a threshold of how many correct options are needed to complete the quiz. If "Required correct answers to pass" is set as 2, then the member needs to pick at least 2 correct options to complete the quiz. The quiz will loop until the member has selected at least 2 correct. This is used if you want to force members to be correct.
  • Each quiz has a Score based on the member's performance. The Score is aggregated on article and user levels, so you can monitor how staff score on the article and across multiple articles. This makes tracking strengths and weaknesses in employees, stores, and content possible.
πŸ“Š Poll
  • It can have both text and/or images as options. The recommended image size is a ratio of 1:1,6 or 844x510px / 1688x1020px. 
  • Set a limit of choices. This defines how many options the members can pick. By default, they can pick 1.


How to add Actions to an Article

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

πŸ“Œ Step 1: Access Article Studio

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

πŸ“Œ 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.

πŸ“Œ Step 3: Customize the Action

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

πŸ“Œ 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.

βœ… You CAN edit:

πŸ”Ή Title & Description – Update the action’s title or description.

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

πŸ”Ή Images in Poll or Quiz Actions – Replace or edit images used in polls or quizzes.

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

πŸ”Ή Language Settings – Add or remove language variations in the article.

β›” 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.

πŸ’‘ 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! πŸš€

πŸ› οΈ 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:

πŸ“Œ "A quiz about [topic]"

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

⚠️ Important Reminder!

AI-generated outputs can sometimes be misleading or incorrect. Please double-check the quiz content before making your article live to ensure accuracy and relevance. βœ…


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?

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

πŸ”“ 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.

Best Practice: Use Sequential Actions for onboarding programs, training, or structured learning activities to keep members focused and ensure step-by-step progression.

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.

  1. In edit mode, click Settings.
  2. Toggle Sequential Actions ON.

πŸ“Œ 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.

πŸ“Œ 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.

πŸ’‘ Tip: A new section will only unlock after all actions in the previous section have been completed.

Best Practice: To create the best Sequential Unlocking experience, ensure that each section contains at least one Actionβ€”as only completed Actions trigger the unlocking of the next section.

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 actionsβ€”doing so can confuse audience members and disrupt the unlocking flow.

Best Practice: Finalize your Sequential Action order before publishing to ensure a clear and structured learning experience.

Important Notes & Best Practices

πŸ’‘ 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.

πŸ‘€ 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. πŸ“… This feature helps teams stay on top of regular tasks and ensures deadlines are met efficiently. βœ…

Best Practice: Create an operational checklist article, then set recurring actions for tasks that need to be completed regularly.

Learn more about Recurring Actions:

What are Recurring Actions?

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

βœ”οΈ Routine checklists (e.g., daily opening/closing tasks)

βœ”οΈ Ongoing compliance tracking (e.g., weekly safety inspections)

βœ”οΈ Monthly reports or store visits

How to make actions recurring?

You can make any action recur using two methods:

πŸ” 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.

πŸ”„ 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.

πŸ’‘ 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.

πŸ“… 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.

πŸ“† 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).

πŸ“† 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).

πŸ‘€ Note:

  • Members cannot complete actions before the set time window.
  • Members can complete actions after the deadline, but their responses will be marked as late.

How to Stop a Recurring Action?

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

You can:

βœ”οΈ Manually archive or delete the article at any time.

βœ”οΈ Schedule an archive date when publishing the article, so it automatically stops recurring at a specified time.

πŸ‘€ Note: Recurring Actions cannot be combined with Sequential Actions.


βœ… 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:

βœ”οΈ Use Actions to encourage participation and track progress.

βœ”οΈ Customize Actions with deadlines, visibility settings, and completion requirements.

βœ”οΈ Enable Sequential Actions to create structured learning paths.

βœ”οΈ Automate tasks with Recurring Actions for daily, weekly, or monthly checklists.

βœ”οΈ 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. πŸš€

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

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