Find answers to your questions
Welcome to Mosaic!
Everything You Need to Know to Get Started in Mosaic
Integration Setup
Mosaic integrate with other softwares to help you manage better
Spaces and Feature Overview
An Overview of Each Space and Core Features of Mosaic
Home Space
A personal dashboard to manage your tasks, notifications, events and work plans.
Portfolio Space
A Portfolio is a folder that organizes projects, enhancing productivity by categorizing and managing tasks efficiently.
Project Space
Manage tasks, phases, budget, and schedule for project success.
Project Schedule Modal
Accessible by clicking the Phase icon on a project, allows you to manage and plan the milestones, phases and subphases and work categories
Timeline
Help you visualize the work plans and tasks assigned to a member or project
Workload Space
View workload and capacity of your members
Planner Space
See at a glance what projects or phases your team is tackling, along with their respective due dates and timelines.
Task Modal
Accessible by clicking the comment and notes icon on a task, allows you to edit the task, assign to members, add updates/comments, and more
Work Plan Modal
Accessible by clicking the Work Plan bar, enables users to allocate working hours for project members, incorporate comments, and include tasks for effective project management.
Member Modal
An overview of each member's tasks, schedule, work plans and other updates within Mosaic.
Budget Modal
Accessible by clicking the budget button, enables team to track and monitor the planned and spent amount on a project
Reports
Mosaic’s Reports gives leadership and executives the information needed to run the business, understand past and current events, as well as forecast the future.
Org Settings
Explore Admin and Organization Settings to customize controls, manage user access, and tailor organizational preferences
Org Setting - Member Management
Inviting members, setting member roles, rates, skills, departments and more.
Personal Settings
Update your name, email, and password effortlessly, ensuring your profile remains current and secure in our system.
Rates and Rate Groups
Define role or work category-based rates, creating standardized, shareable pricing structures across various projects for consistency and efficiency
Permissions and Access Levels Guide
Set diverse access levels and settings, like view-only or edit rights, to control team interaction with specific project components
Data Export
Effortlessly export and save your data in xlsx or csv, ideal for analysis and creating reports.
Security
Security Best Practices
Videos
A quick, informative guide providing step-by-step assistance for using our platform efficiently and effectively.
Mosaic Mobile App
Explore our Mobile App Help Docs: Comprehensive guides offering detailed support and instructions for navigating our app with ease.
FAQs
Answers To Your Most Frequent Questions
Glossary
Commonly used terms in Mosaic
Mosaic Whitelisting Requirements
Essential criteria ensuring secure access, including specific protocols and authorized users for enhanced system protection and data safety.
Feature Releases
Stay Up To Date on Monthly Feature Releases