π―Actions in Atobi
βAtobi'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
How to add Actions to an Article
Editing & Updating Live Actions
Conclusion: Mastering Actions in Atobi
Action Types Overview
Atobi offers a variety of Action types to cater to different needs:β
Type | What | Context |
---|---|---|
π Task | Members have to confirm when something is done. | Use this to track progress. E.g. "Complete when read and understood" |
πΈ Media Task | Members have to upload a picture. | Use this to get visual documentation. E.g. "Take a photo of the window" |
β Quiz | Members have to pick the correct option(s). | Use this to test members knowledge. " |
βοΈ Open Question | Members have to write a short answer. | Use this for open questions. E.g. "Any additional comments?" |
βοΈ/β Yes/No Question | Members have to select "Yes", "No, or "N/A". | Use this for closed questions. E.g. "Was the promotion setup?" |
π 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?" |
π΅ 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! |
π 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 |
---|---|
π Answer Visibility |
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π― Required completion by |
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βοΈ Mandatory vs Optional |
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β° Deadline or Recurring (optional) |
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π 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 |
ποΈCategory (optional) | Add a category to the action. This is used for filtering actions on dashboards. |
Specific Account Settings
Type | Setting |
---|---|
β Quiz |
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π Poll |
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How to add Actions to an Article
Adding Actions makes your articles more interactive and ensures important tasks get done! β
π Step 1: Access Article Studio
- Go to Article Studio in the Atobi dashboard.
- Click Create Article.
π 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.
π Step 3: Customize the Action
- Enter a title and description (e.g., βUpload todayβs display setupβ) - optional
- Adjust settings (visibility, deadlines, sequential completion, etc.).
π 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.
β You CAN edit:
πΉ Title & Description β Update the actionβs title or description.
πΉ Text Content of Poll, Quiz, or Yes/No Blocks β Modify the wording of the question or instructions.
πΉ Images in Poll or Quiz Actions β Replace or edit images used in polls or quizzes.
πΉ Answer Visibility β Adjust whether answers should be public (visible to all) or private (visible only to the article owner).
πΉ Language Settings β Add or remove language variations in the article.
β You CANNOT edit:
β Number of Choices in Multiple Choice Blocks β The number of options remains fixed after publishing.
β Correctness of Choices in Multiple Choice Blocks β The correct answer(s) cannot be changed once the quiz is live.
β Categories of Actions β You cannot change or add new categories after publishing.
β Mandatory vs. Optional Setting β You cannot change whether an action is required or optional.
β Required Completion Setting β You cannot switch between "All members in audience" and "One member per location" after publishing.
β Recurring Actions β Once published, you cannot edit or update the action to become Recurring.
β Deadline Settings β You cannot change or update the deadline of an action after it has been published.
π‘ 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, Atobiβs built-in AI assistant can help you generate quiz questions faster! π
π οΈ How Does It Work?
In Article Studio, youβll see a "Help me write" box. Click on it to access two AI-powered quiz generation options:
1οΈβ£ Generate a quiz without instructions: AI will scan the text in your article and automatically generate a quiz question based on the content.
2οΈβ£ Generate a quiz with custom instructions: You can add specific context to guide AI in creating a more relevant quiz.
βοΈ Examples of Context You Can Add:
π "A quiz about [topic]"
π "A quiz about [topic] with 2 correct answers and 3 wrong ones."
β οΈ 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. β
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. π―
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.
π 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:
- Go to Article Studio on your desktop.
- 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.
- In edit mode, click Settings.
- Toggle Sequential Actions ON.
π 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.
π Steps to Create Sections:
- Add a Heading β This will serve as the section title.
- Add an Action Block underneath the heading.
- (Optional) Add additional content blocks (e.g., videos, images, text) under the heading.
- Repeat Steps 1-3 to create more sections.
π‘ 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 Actionβas 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 actionsβdoing 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
π‘ Best Practice for Completion Settings:
- Recommended: All members in the audience β Ensures that every member must complete each action.
- Not Recommended: One member per location β If enabled, colleagues can unlock sections for each other, which may disrupt the sequential experience.
π 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. π This feature helps teams stay on top of regular tasks and ensures deadlines are met efficiently. β
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?
- 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:
βοΈ Routine checklists (e.g., daily opening/closing tasks)
βοΈ Ongoing compliance tracking (e.g., weekly safety inspections)
βοΈ Monthly reports or store visits
How to make actions recurring?
You can make any action recur using two methods:
π 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:
- Create your article with all required actions.
- Start the publication flow.
- After selecting channels, categories, and audience, click Edit under Recurring Actions.
- Pick the desired frequency (daily, weekly, or monthly).
- Publish the article.
π Option 2: Set Different Recurrence for Each Action
If different actions should have different frequencies, follow these steps:
- Create your article with multiple actions.
- For each action, click Recurring and set its unique frequency.
π‘ 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.
π 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 β 6:00 PM).
β³ 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.
π 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 β 6:00 PM).
π 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 β 6:00 PM).
π 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. π«
You can:
βοΈ Manually archive or delete the article at any time.
βοΈ Schedule an archive date when publishing the article, so it automatically stops recurring at a specified time.
π Note: Recurring Actions cannot be combined with Sequential Actions.
β Conclusion: Mastering Actions in Atobi
Atobiβs Action Blocks provide powerful tools to create interactive, structured, and automated workflows, ensuring tasks are completed efficiently and on time. π― 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:
βοΈ Use Actions to encourage participation and track progress.
βοΈ Customize Actions with deadlines, visibility settings, and completion requirements.
βοΈ Enable Sequential Actions to create structured learning paths.
βοΈ Automate tasks with Recurring Actions for daily, weekly, or monthly checklists.
βοΈ Monitor responses in the Insights Page & Compliance Dashboard to track performance.
By integrating Actions into your articles, youβll streamline workflows, enhance engagement, and improve task completion rates across your organization. π
Ready to get started? Jump into Article Studio and start creating! π