Quick Start Guides
Master every module, projects, CRM, helpdesk, communications, pages, customer portal, and AI, then explore our comprehensive documentation for deeper dives.
Featured Quick Starts
Get up and running with Mosic in minutes with these step-by-step quick start guides
First 5 Minutes with Mosic
Create your account, explore the interface, and understand the workspace structure. Perfect starting point for new users.
Read GuideCreate Your First Task
Learn to create tasks with priorities, due dates, assignees, and subtasks. Master the fundamentals of task management.
Read GuideDaily Workflow with Today Page
Plan your day with the Today page's resizable panels, task lists, and calendar timeline. View future work with Upcoming's 3 view modes.
Read GuideOrganize with Spaces & Projects
Structure your work with the 4-level hierarchy: Spaces → Projects → Lists → Tasks. Perfect for teams and complex projects.
Read GuideManage Your Sales Pipeline
Track deals through visual pipelines, score leads manually (0-100), and convert qualified leads to customers in one click. Complete CRM in your workspace.
Read GuideSet Up a Helpdesk
Manage support tickets with SLA policies, smart auto-assignment, and a customer portal. Keep every support promise with live SLA countdowns.
Read GuideGetting Started
Mosic is a comprehensive workspace platform that helps teams manage projects, sales, support, communication, and knowledge — all in one place. Sign up with your email, explore the intuitive sidebar navigation, and understand the multi-tenant workspace structure.
Secure account creation and password recovery
Multi-tenant workspaces with roles and permissions
Today, Inbox, Upcoming, Notifications, Dashboard
Language, timezone, theme, notifications
Task Management
Tasks are the fundamental building blocks of work in Mosic. Create tasks with rich metadata, organize them with 6 priority levels and 8 status options, assign to team member, add subtasks, and track time with automatic duration calculation from completed calendar events.
Low, Normal, High, Urgent, Critical, Blocker
Backlog, ToDo, In Progress, In Review, On Hold, Blocked, Completed, Cancelled
List, Board (Kanban)
Daily Workflow
Master your daily planning with the Today page's resizable panels and multiple view modes. The Today page shows tasks due today with time summaries, while the Upcoming page provides three different views for planning ahead: Due (41-day timeline), Inbox (list), and Calendar (weekly).
Today Page
- Resizable task list panel (To Do + Done sections)
- Calendar timeline with hourly grid
- Time summaries (overall, To Do, Done)
- Filter tasks by status and priority
Upcoming Page (3 Views)
- Due: 41-day horizontal timeline (10 days before through 30 days after)
- Inbox: Vertical list grouped by time periods
- Calendar: Weekly calendar with event integration
Workspace Organization
Structure your work with a flexible 4-level hierarchy: Spaces (top-level departments or clients) contain Projects (specific initiatives), which contain Lists (task collections), which contain Tasks. Each level has its own members, manager, dashboard, and settings.
Spaces
- • Top-level organization
- • Details, Projects, Pages, Dashboard, Settings tabs
- • Members, manager, privacy settings
Projects
- • Mid-level organization within Spaces
- • Tabs: Task Lists, Tasks, Dashboard, Pages, Settings
- • Analytics and progress tracking
- • Start & target dates
Lists
- • Direct task containers
- • 8 status options, Board or List view
- • Privacy: Public or Private
- • List members, manager, billable flag
Tags
Apply tags across all document types — Tasks, Projects, Lists, Events, and more — for flexible cross-cutting organization and filtering.
Calendar & Events
Powerful calendar system with timeline views, Google Calendar integration with two-way sync, recurring events, guest invitations, and automatic duration calculation from completed events. Events can be linked to tasks through the Relations tab.
- • Collapsible sections: Details, Settings, Sync, Organization
- • All-day and recurring events
- • Guest invitations
- • Location and description
- • Two-way synchronization
- • Sync status: Synced, Pending, Failed
- • Retry button for failed syncs
- • Google Meet integration
- • Multi-day calendar display
- • Hourly time grid
- • Event blocks with duration
- • All-day event row
- • Total duration from completed events
- • Intelligent timezone handling
- • Multiple calendar support
CRM
Manage your entire sales cycle from one place. Score leads manually (0-100), move deals through visual pipelines, and convert qualified leads into customers in one click, no data entry required.
Score leads as hot, warm, or cold manually. Prioritize follow-ups and never let a lead go cold.
Drag deals through customizable stages. See stalled deals before they die.
Convert leads to customers + deals in one step. All data pre-filled, no copy-paste.
Helpdesk
Deliver support your customers can count on. Tickets with live SLA countdowns, smart auto-assignment, ticket types for categorization, and a customer portal for self-service. All connected to your CRM and projects.
Set response and resolution targets with live countdowns. SLAs update automatically every 15 minutes.
Auto-assign tickets based on type, availability, and expertise. Never let a ticket fall through the cracks.
Categorize tickets by type with custom fields, SLAs, and assignment rules per category.
Communication
Connect email accounts and manage all conversations from one inbox. Connect Gmail, Outlook, or any IMAP provider. Portal messages land in the same inbox. Every conversation is threaded and tracked.
Email and portal messages in one place. Threaded conversations with full context. See who's viewing and who's typing.
Connect any IMAP provider. Pull emails automatically at your chosen frequency. Reply from within Mosic.
Group messages from any channel around a subject. Keep related conversations organized and searchable.
Pages
Create rich documents that live where your work happens. Write PRDs linked to projects, meeting notes connected to deals, knowledge base articles for customers. Pages support rich editing with Editor.js and can be shared through the customer portal.
Editor.js-based editing with headings, lists, tables, images, and embeds. Clean, structured content.
Pages link to projects, tasks, deals, and contacts. @mention support helps with cross-referencing. Context follows the work.
Share pages with customers through the portal. FAQ articles, onboarding guides, and product documentation.
Customer Portal
Give your customers their own front door into your workspace. One toggle in settings and they get a personalized dashboard with their tickets, projects, and shared pages. Portal conversations land in your inbox alongside email. Same threads, same team.
Customers create tickets, track progress, and find answers in your knowledge base. Without emailing your team.
Invite contacts with one click. They get a magic link, no passwords to invent or verify. Optional self-signup.
Five permission levels per module. Set default access, override per person. Bulk-update across dozens of users.
AI
Tell your AI what you want and it makes it happen. Works with Claude, ChatGPT, Gemini, and many more AI assistants. Create customers, set up projects, add tasks, write pages, send emails, all from one sentence. Your permissions apply: the AI sees only what you see.
Works with Claude, ChatGPT, Gemini, Copilot, Grok, and more. 81 tools across all modules. Pick your preferred assistant.
Create a customer, set up a project, write a page, send an email, all from one prompt. Atomic operations across modules.
OAuth 2.1 + PKCE authentication. AI sees exactly what you see. Viewer accounts can't create tasks. Guests can't see deals.
Team Collaboration
Collaborate seamlessly with per-entity activity timelines, rich text comments with formatting, @mentions that auto-subscribe users to notifications, multiple assignees per task, workspace members with roles and permissions, and customizable notification settings with quiet hours.
Next Steps
You've covered the basics of projects, CRM, helpdesk, communications, pages, portal, AI, and team collaboration. Ready for more? Explore our comprehensive documentation or get help from our support team.
Still have questions?
Check our FAQ or get in touch with our support team