Using Moxtra

Conversations

• Create a Direct Conversation
• Create a Group Conversation / Project Conversation
• Conversation owner and member capabilities
• Invite Client to Conversation
• Add Member
• Transfer Project Conversation Ownership

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Chat and Messaging

• Search for a Message/File/To-Do
• Send and Read messages
• Replying messages
• Editing messages
• Search for a chat message
• Mention a member

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Files & Documents

• Add Files or documents
• Copy files to other Conversation
• Move files within your Conversation
• Deleting a File from a Conversation
• Creating a note
• Annotate Documents

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Managing Tasks/To-Do's

• Adding a To-Do
• Assigning and Re-Assigning a To-Do
• Adding due dates and reminders to your To-Do's

Contacts

• Creating Contacts

Audio, Video, and Screen Sharing

• Start an Instant Meeting
• Start a Meeting from your Calendar
• Call your Contacts Directly
• Join a Meeting
• Schedule Meetings
• Viewing Recorded Meetings

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