Before you can edit your project, you must have access to your Mox workspace and have a role other than View and Download or View Only. In this help article, we will cover "More Actions" within your project.

Save a project as a template so that you can use the workflow again for future projects.

Note: When saving your project as a template, not all items will be included in the newly created template. Items that will not be included in the template are:

Step 1: On the Home page or Projects page of your workspace, select which Project you want to Save as a Template.

Step 2: Click on the ... menu located in the upper right hand corner of your project, to access more actions more actions.

Step 3: Click on Save Project as Template. Enter a name for your template and click Save.

Pause a project to make changes to your workflow and assignments without sending out task emails.

Note: The email notifications will go out once the project is resumed.

Step 1: On the Home page or Projects page of your workspace, select which Project you want to Pause Project.

Step 2: Click on the ... menu located in the upper right hand corner of your project, to access more actions more actions.

Step 3: Click on Pause Project. The screen will refresh and the Status of your project will change to Paused.

While your project is Paused, you are able to edit tasks and project details. To unpause your project, simply click on Resume Project.

Step 1: On the Home page or Projects page of your workspace, select which Project you want to Archive.

Step 2: Click on the ... menu located in the upper right hand corner of your project, to access more actions more actions.

Step 3: Click on Archive Project.

Step 4: A confirmation will appear, if you are ready to Archive, click on Archive Project. If you are not, click on Cancel.

The screen will refresh and the Status of your project will change to Archived.

Delete projects that were created in error or are no longer needed. This actions cannot be undone.

Step 1: On the Home page or Projects page of your workspace, select which Project you want to Delete.

Step 2: Click on the ... menu located in the upper right-hand corner of your project, to access more actions more actions.

Step 3: Click on Delete Project.

Step 4: A confirmation will appear, if you are ready to Delete, click on Delete Project. If you are not, click on Cancel.

The screen will refresh, returning you to your Home dashboard. The project is "destroyed and removed" from your Mox workspace. Once the project is deleted, this cannot be undone.