Moxie

Learn how projects, tasks, time tracking, and recurring tasks work together.

Understand Work in Moxie

Set up a project with the right client, schedule, team, pricing, and portal access.

Create and configure a project

Keep delivery context, progress, related records, notes, activity, and tasks together.

Use the project workspace

Use search, status, sorting, fields, and display choices to manage a growing project list.

Find and organize your projects

Plan work, maintain ownership and due dates, and move tasks through your workflow.

Create and manage tasks

Use task details, subtasks, time, comments, and files without losing your place.

Work inside a task

Switch between table, board, and calendar views while keeping the same task context.

Choose the right task view

Start, pause, resume, connect, and save accurate time from anywhere in Moxie.

Track time with the Moxie timer

Understand tracked time, billing status, filters, grouping, manual entries, and exports.

Review and manage time entries

Schedule repeatable work, preview future dates, and monitor each task schedule.

Create recurring tasks

Turn repeatable projects into reusable plans with tasks, timelines, fees, and portal settings.

Create and use project templates

Build workflows with purpose-specific fields, statuses, approval steps, and notifications.

Configure project types and task statuses

Geoff Mina

Manage projects, tasks, recurring work, and time.

Work

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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