Introduction to Mosic

Mosic is a comprehensive project management platform that helps teams and individuals organize tasks, projects, and workspaces with powerful collaboration features.

What is Mosic?

Mosic provides a flexible system for managing your work with features designed to adapt to your workflow. Whether you’re working solo or collaborating with a team, Mosic helps you stay organized and productive.

Key Features

Task Management

Create and manage tasks with rich metadata including:

• 6 Priority Levels: Low, Normal, High, Urgent, Critical, and Blocker
• Flexible Scheduling: Start dates, due dates, and time estimates
• Rich Descriptions: Full-featured text editor with formatting
• Collaboration: Comments, assignments, and activity tracking
• Attachments: Add files and documents to tasks
• Checklists: Break down work into smaller steps

Organizational Hierarchy

Structure your work with a five-level hierarchy:

• Workspaces: Top-level tenant for your organization or team
• Spaces: Major areas of work within a workspace
• Projects: Specific initiatives within spaces
• Task Lists: Collections of related tasks with customizable status columns
• Tasks: Individual work items within task lists

Each level supports five roles that control what members can do:

• Admin: Full control over the workspace, including member management and settings
• Editor: Can create, edit, and delete content
• Member: Can create and edit content, but cannot delete or manage members
• Viewer: Read-only access to content
• Guest: Limited read-only access (available at the workspace level only)

Calendar & Events

• Timeline View: Visual calendar with hourly grid
• Event Management: Create and manage calendar events
• Google Calendar Integration: Sync with your Google Calendar
• All-Day Events: Support for both timed and all-day events

Views & Workflows

Multiple ways to visualize your work:

• List View: Traditional task list with sorting and filtering
• Board View: Kanban-style boards organized by status
• Calendar View: Timeline view of scheduled tasks and events
• Today Page: Daily dashboard with your current tasks
• Upcoming Page: Future tasks organized by due date

Dashboards

• Personal Dashboard: Analytics and overview of your individual tasks and activity
• Workspace Dashboard: Aggregate analytics and insights across the full workspace

Customer Relationship Management

• Leads & Deals: Manage leads, customers, contacts, organizations, and deals through sales pipelines
• Pipeline Stages: Visualize and track deal progress from qualification to close

Communication & Email

• Channels: Shared email inbox with multiple channels for different accounts
• Conversations: Threaded email conversations with smart contact resolution
• Topics: Organize conversations into user-defined topic groups

Helpdesk & Tickets

• Tickets: Support ticket management with status tracking and assignment
• SLA Policies: Automated service level agreement tracking and escalation

Customer Portal

• External Access: Give external users scoped access to tickets, projects, and pages
• Self-Service: Allow customers to view and interact with relevant content
• Portal Login: External users authenticate via a magic link sent to their email — no password required

Pages & Documents

• Rich Documents: Create documents with block editing and formatting
• Page Hierarchy: Organize pages in a nested tree structure

Notifications

• In-App Notifications: Real-time alerts within the application
• Email Notifications: Customizable email digests with quiet hours and detailed rules
• Browser Notifications: Desktop push notifications for important updates

Inbox

• Centralized View: All unscheduled tasks in one place, accessible from the top-level sidebar

Collaboration

• Workspaces: Multi-tenant workspace management with member roles and permissions
• Activity feeds are embedded in dashboards and detail pages throughout Mosic, tracking all changes and updates with filtering by type, mentions, and sender
• Comments: Rich text discussions directly on tasks with formatting options
• Tags: Multi-entity tagging system for flexible organization across tasks, projects, and lists
• Assignments: Delegate work to team members with clear ownership

Customization

• Settings: Comprehensive configuration for language, timezone, and user preferences
• Notifications: Customizable email notifications with quiet hours and detailed rules
• Appearance: Theme customization options for personalized interface
• Workspace Settings: Manage workspace members, roles, and permissions
• Teams: Organize members into named teams within a workspace (Settings → Teams)
• Subscription & Billing: Manage your plan and billing details (Settings → Subscription)
• Calendar Integration: Connect and sync with Google Calendar
• Keyboard Shortcuts: Press ? anywhere in Mosic to open the keyboard shortcut reference (or find it in Settings → Preferences)

Getting Started

Ready to begin? Here’s your recommended learning path:

1. Authentication - Create your account and log in
2. Navigation - Learn the interface and sidebar
3. Tasks - Start creating and managing tasks
4. Daily Workflow - Build an effective daily routine with the Today page

Documentation Structure

This documentation is organized into four main sections:

• Getting Started: Account setup, authentication, and interface basics to get you up and running quickly
• Features: In-depth guides on core functionality including tasks, calendar, spaces, projects, lists, tags, CRM, communication, helpdesk, pages, and settings
• Guides: Workflow-oriented tutorials, daily routines, permissions, activity feed, and best practices for effective use
• Reference: Comprehensive feature reference including the full dashboard reference and additional resources

About This Documentation

This documentation is based on verified testing and actual implementation. Features described here have been:

• Tested and confirmed to exist in the application
• Verified through actual usage and code review
• Described based on observed behavior and implementation

Where features have limitations or areas not fully verified, they are clearly marked to ensure accuracy.

Need Help?

If you need assistance:

• Review the Getting Help guide for support resources
• Browse specific feature documentation for detailed guidance
• Explore the Dashboard reference for analytics and insights

Ready to get started? Head to Authentication to create your account!