Universal Task Builder, Project Stages, Digital Signatures, and More! – November 2023 Release Notes

Featured image for Motion.io Client Portals November 2023 Release Notes covering our Universal Task Builder, Digital Signatures, and More

Our November 2023 release includes a complete overhaul of Motion.io’s client tasks system and new features that enable you to do more with clients directly in their Motion.io portals.

Here’s a list of everything included in this release:

  • Universal Task Builder 
  • Embed a Website
  • Collect Files
  • Attach a Form
  • Get File Approvals
  • Digital Signatures
  • Project Stages
  • Ordering of Tasks and Stages
  • Various Usability Improvements

Universal Task Builder

With the Universal Task Builder, you no longer have to worry about choosing the correct type of task before you begin creating it; now, a single task can do everything you need! Just click the ‘create task’ button in a portal and toggle the options that apply.

In the sections below, we’ll explain the request options in our new Task Builder that allow you to create any type of task using the same familiar interface each time. 

Note: When creating a task using Motion.io’s Universal Task Builder, you can use all, none, or a combination of the options covered below.

Embed a website

The first request option you’ll now see when creating a task in Motion.io is “Embed a website.”

After toggling on this option, a pop-up window will open where you can paste in any shareable software link, iFrame embed code, or website URL and have your clients interact with them.

Using the Embed a website option, you can request clients schedule an appointment, make a payment, or complete virtually any action item in an external software or website without leaving their Motion.io portal.

Collect Files

Collect Files enables you to specify files you need and have clients provide them.

It is a perfect way to gather documents, brand assets, photos, or inspiration images from clients.

After toggling on ‘Collect Files,’ a modal will open where you can type in ‘Collection Names’ for the files you want to request. When you add collection names, the files your client uploads will automatically organize by collection, and that collection’s name will be used as the file name when downloaded.

Using this feature, your team no longer needs to decipher an original file’s name to understand why the client provided it or what they should use it for.

Attach a Form

Toggling on the ‘Attach a form’ option when creating a task opens a modal prompting you to either select from one of the forms you’ve made already or create a new one from scratch. 

Using the ‘Attach a form’ option in Motion.io’s Universal Task Builder, you can create new forms on the fly and send them to clients in a single step.

Get File Approvals

The ‘Get File Approvals’ option replaces and expands the ‘Design Proofing’ task type previously available in Motion.io. This request option is perfect for design mockups, website wireframes, social or website content, or any other type of files you need clients to approve and/or provide feedback on.

After toggling on ‘Get file approvals’ while creating a task, a modal will open that prompts you to upload the files you need approval on. With our latest release, you are no longer limited to image approvals, and you can mix and match basically any file type for approval, including text documents. 

After sending a task to a client with the ‘Get file approvals’ option toggled, clients go one by one and click ‘approve’ or ‘request changes’ on the files they upload. If clients click ‘request changes,’ Motion.io invites them to pin comments to explain what changes they need clearly.

Digital Signatures

A powerful new addition to client tasks in Motion.io, you can now require signatures on any tasks you send to clients by toggling the ‘Require Signature’ option near the bottom of the Task Builder.

This new functionality allows you to get rid of 3rd-party signature tools and have clients sign documents like contracts, scope of agreements, and proposals natively in Motion.io.

When toggled on, the ‘Require Signature’ option will add a digital signature field to the bottom of any task. If you attach a form to a task, toggling ‘Require Signature’ will automatically add the signature field to the bottom of that form.

But adding a signature field to the bottom of a form built in Motion.io isn’t the only thing you can use the ‘Require Signature’ option on tasks for. Other options include:

  • Embedding a PDF document into a task and then adding a required signature
  • Getting final sign-off on designs, content, or any other type of creative embedded in a task
  • Requiring clients to confirm they have reviewed or completed something

Project Stages

Our improvements to client tasks in Motion.io come alongside one of the most highly-requested features from our users: Project Stages.

Project Stages enable you to organize related tasks into a single stage to help clients understand when, how, and why the tasks should be completed.

Using Project Stages, you can give clients clear visibility into what phase of a project they are in while making it easy for your team to quickly understand the status of a project and bulk assign tasks as projects progress to the next stage.

Ordering Tasks and Stages

With the introduction of Project Stages in Motion.io, we’ve also added the ability to reorder tasks and stages by dragging and dropping.

This new functionality is beneficial should you:

  • Create tasks without adding them to a stage and later decide to place them in one
  • Want to highlight a specific stage (or a task within a stage) by moving it to the top
  • Need to push a task back from one stage into the next

Various Usability Improvements

Before and after every major release, our team looks for additional ways to make Motion.io as frictionless as possible for businesses and their clients.

This latest release includes the following:

  • Link for Client Access: In addition to magic link access, clients can now access their portals by visiting the following URL and entering their email: https://app.motion.io/client.
  • Client Portal Improvements: Project stages and tasks are now displayed in the left-hand sidebar of client portals, and we’ve made adjustments to improve how embedded software and websites added to portal pages appear for clients.
  • Client Task Improvements: To further improve client engagement when completing tasks in their portals, Motion.io automatically guides clients to uncompleted tasks.

That covers everything in our November 2023 release notes.

If you want to learn more about Motion.io or need help getting started, click here to schedule a demo with a member of our team.

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