Tasks translate a project plan into specific work. Moxie keeps ownership, status, due dates, priority, client context, and project context visible so you can update work without opening every task.
Create a task
Select New task from the Tasks page, use the universal + menu, or add a task directly inside a status group or project workspace. Set the client and project when the task belongs to an engagement; Moxie keeps those relationships consistent.
Maintain work from the table
The task table supports direct editing for the fields you use most often. Select a status, assignee, due date, or priority in place. Rename a task from the row, or use its action menu for subtasks, conversion, archive, and delete actions.
Tasks are grouped into clear workflow sections, and common fields can be updated without leaving the table.
Use filters and fields
Filter narrows the workspace by meaningful task dimensions such as status, project, assignee, or priority.
Fields controls the visible standard and custom-field columns.
The group control changes how tasks are divided without changing the underlying records.
Column headings sort tasks within their groups.
Complete work without losing history
Move a task into the project type’s designated complete status. A completed task remains part of project progress and history and can be reopened by moving it back into an active status.
Continue exploring Work