Moxie's homebase gives you a jumping off point for your day with an overview of your schedule, notes and to-do lists, notifications, and deliverables with due dates for today or in the past, this week, and next week.
Add new
Quickly add a new client, project, agreement (quote, contract, or proposal), task, time entry, expense, or invoice. Moxie is client-centric, so you will be asked to add proposals, time entries, expenses, and invoices to clients. You will be asked to add your task to an existing project or create a new one.
Add as much or as little detail about clients and tasks as you like. Only names are required.
Schedule
Integrate your Google, iCloud, or Microsoft calendar with Moxie to see your events and meetings for today in a list view. Toggle days with the arrows to look back or ahead.
If you have to-dos with dates, they will appear on your schedule as well.
Work to be done
When you add due dates to your tasks, they will populate this section with a shortened version of your deliverables list.
From left to right above, you will see your client logo (or initials), task name, due date, who it is assigned to, number of tasks completed, and status.
In "Due today," you will see anything due today as well as anything past due that has not been moved to the column you have chosen as your completion column.
Toggle which column is your completed column in projects > tasks and selecting the board layout. Click the 3 dots on any column and choose "Set status as complete."
Quick links
When you set up your client portal, communicator, and/or meeting schedulers, you will see quick links to pass on the appropriate information in your focus tab.
