Work is where Moxie turns a client relationship into an organized delivery plan. Projects hold the shared context, tasks describe what must happen, time entries record effort, and recurring tasks create repeatable work automatically.
Projects organize an engagement
A project connects a client, timeline, team, pricing model, portal access, related business records, and the tasks required to deliver the work. Use one project for each engagement that needs its own schedule or commercial context.
The Projects page gives you a workspace-wide view of active engagements and their delivery health.
Tasks turn the plan into action
Tasks can belong to a project and client, or remain independent. Each task can include a status, assignees, dates, priority, subtasks, comments, files, and tracked time. The main Tasks page brings work from every project into one operational view.
Time and recurrence support the work
Time records what was worked, who worked it, its client and project context, and whether the entry is ready for billing.
Recurring tasks create new task records on a schedule. Generated tasks then behave like ordinary tasks.
Project templates create an entire repeatable project plan at once; recurring tasks are better for a single action that repeats over time.
The project workspace keeps delivery context and business context together without hiding the detailed task workspace below it.
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