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Project management
Set up and view your project workflow
Set up and view your project workflow

See your projects in a table, kanban, or timeline view.

Michelle Lee avatar
Written by Michelle Lee
Updated over a week ago

Project management is designed to help you visualize your work flow so you can track your progress or easily work with collaborators.

Moxie has 3 layouts for you to choose from:

  • Table (list)

  • Kanban (board or card view)

  • Timeline (Gantt)

Set up your project workflow

The easiest place to manage your workflow statuses is projects > tasks > kanban view. Set up the statuses by clicking the title and typing names that make sense for your business workflow. Add as many statuses as you would like. Click and drag the columns to your preferred order.

Click the 3 dots next to the status name to toggle which column(s) is part of your client workflow. Items placed in this workflow will send an email alert to your client to let them know that they have a project to approve. It will also send them a notification in their client portal. More on client approval in this article.

Click the 3 dots next to the status name to toggle which column will be your completed column. If you choose per item pricing as your fee structure, only items placed in the chosen completed column will appear as an option to be billed on your invoice.

These statuses are the same across your entire account

Table view

You can think of the table view like a spreadsheet view of your tasks. Each of the columns is clickable to make edits without having to open the full details. Leave comments or add tasks quickly from this view by clicking in the appropriate box. For a full view of the task details or to duplicate, share, or remove, click the 3 dots on the right.

Use filters to show only certain client, project, status, or date range. Sort by status, name, client, project, assigned to, due date, priority, or kanban (manually order the cards in the kanban view). Make the table even easier to see by grouping your tasks by client, project, or status. You can also use the search bar here to find specific tasks.

Kanban view (board/card)

In kanban view, you'll see a visualization of where your tasks are in your workflow.

Each of the cards is clickable so you can make edits to the task details. Click and drag the card into it's appropriate column as you move it through your process.

Use filters to show only the clients, projects, or statuses that you want to see. Sort by name, client, project, assigned to, due date, or priority. Choose sort by kanban to manually order your cards.

Pro tip: At Moxie, we use an "Archive" column placed to the right of the "Done" column for all of our completed work from a previous month. Then when we view our kanban, we filter out that status to focus on what still needs to be completed, but allows previous tasks to be duplicated or reviewed.

In the card view, you can quickly check off or add sub-tasks by clicking the check mark.

What if I have a project without tasks?

If you have a project with no tasks, you will see it in projects > overview. You can click on the card there for access to edit the payment structure or add tasks as necessary.

Timeline view (Gantt chart)

To view your work in a chart format (designed so you can visualize how much work you have at any given time), choose timeline view. Each of the items is clickable so you can edit details. Click and drag your task to extend or shorten it's working time as necessary.

Use filters to show only a certain time frame or client (or any filter you like). Sort your chart by status, name, client, due date, or priority.

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