Task management

12 articles in this topic.

12 articles

Cancellation Policy for Clients

Cancellation Policy for Clients This article covers two types of cancellations: task cancellations and interview meeting cancellations. Each has its own rules. Task Cancellations N...

billingcancellationclient-policy

Understand the Dispute Process: How and When to Raise a Dispute on a Completed Task

The short version Once a task is marked Completed, you have 7 calendar days to raise a dispute. After that window closes, the task locks permanently and payment is released to the ...

7-day holding periodcompleted taskscredits

Understand How the Bidding Process Works as a Client

How the Bidding Process Works When you post a task on RemoteGenies, qualified Genies submit bid proposals for you to review. Here's how the full process works, from listing your ta...

biddinghiringopen for bids

What Your Project Coordinator Does on Every Task

Every task you post on RemoteGenies comes with a dedicated Project Coordinator already assigned. You don't request one — they're there from the moment your task is created. When Th...

GenieChatgetting startedproject coordinator

Invite Genies to Bid for Your Task

How to Invite Genies to Bid for Your Task After creating your task, you must invite at least one Genie before the task can move to Open for Bid status. Here's how the process works...

biddingclient guidegetting started

Review Bids and Hire Your Genie

Once your task is open for bids and Genies start applying, you can review all submissions from the Applicants tab and hire the right person directly from there. 1. Open Your Task a...

applicantsbiddinggetting started

Collaborate With Your Genie and Project Coordinator in GenieChat

GenieChat is your central workspace once a Genie is assigned to your task. All communication, files, and project updates live here — shared between you, your Genie, and your dedica...

client-guidecollaborationfiles

Track Progress While Your Genie Works

Your Task Page is the single place to monitor everything while your Genie is working — status, hours logged, subtasks, files, chat, and the full activity history. You don't need to...

task managementprogress trackingkanban

Step 6 (Final Step): Review Output & Approve Task

This is the final step in the task lifecycle. Once your Genie submits their output, you review it, request changes if needed, approve it, and leave feedback. Here's exactly how tha...

task managementreviewapproval

Dispute Handling Policy: What Clients and Genies Need to Know

How Disputes Work on RemoteGenies Once a task is marked as Completed, a 7day holding period begins. During this window, the client can review the final output and, if there are iss...

disputetask management7-day holding period

Add Subtasks to a Task

Add Subtasks to a Task Subtasks break a main task into smaller, trackable pieces. Both clients and Genies can view subtasks inside the task page. Clients can create them; Genies us...

subtaskstask managementmilestones

What Your Project Coordinator Does at Each Stage of Your Task

What Your Project Coordinator Does at Each Stage of Your Task Every task on RemoteGenies comes with a dedicated project coordinator — assigned automatically from the moment you cre...

collaborationGenieChatproject coordinator

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