Creating tasks

How to successfully create tasks for your freelancers

Denis Petrov avatar
Автор: Denis Petrov
Обновлено больше недели назад

The instruction below describes a manual creating of tasks

1) Go to the Tasks section and choose Create task

2) Choose the task's category. Solar Staff has more than 20 categories and continue to add new ones. You may find all available caterories in the Services list section of your left menu.

For example, you decided to choose Design, photo and naming category

3) In the field Service name choose a type of service that your freelancer will perform. This field is not included in the account documents.

For example, you decided to choose 2D-design of characters

Service name in report is included in the Solar Staff accounting documents

4) Fill in Attributes values.

Each service has its own set of attributes - measurable parameters of the task. The attributes values are included in the Solar Staff account documents. At least one attribute is required.

5) In the check-boxes section you may choose different option:

a. Task requires IP rights assignment - In this case, the freelancer has to attach the result of the work in the system (a file or a link to this file) before completing the task. In this case these files or links attributes will be included in the Solar Staff accounting documents

b. Need report – The freelancer has to attach a report file. This report’s attributes will not be included in the Solar Staff accounting documents

c. Optional NDA files – If the task is required additional acceptance of NDA by the freelancer. If you need such option, please, let us know.

Press Continue

7) In the next field specify task’s name and description. These fields are filled in free form and are not included in the accounting documents.

Also, you may upload additional files for the freelancer if necessary

8) In the next field choose or find the freelancer that will perform the task. If he is not in the list, then you need to invite him in the Freelancers section. This list also shows a tax form of the freelancer. The tax form determines the amount of the service fee according to the tariff scale.

Important! You will be able to choose the freelancer even if he has not completed his registration process yet

Task group – it’s an optional field that allows you to combine the task with other tasks in the same group

In the field Deadline set up a date of completion of the task by the freelancer

Important! You can select any date, starting from the next day

9) In the next step fill in the freelancer’s renumeration amount which he should receive. The amount with the service fee will be calculated automatically.

Important! Only rounded amount is allowed. The task can be created only with your company’s currency (RUB, USD or EUR)

Important! The amount cannot exceed the tax form limits (actual for the freelancers from Russian Federation):

- Not verified individual – 15000 RUB

- Self-employed – 2 400 000 RUB

- Individual entrepreneur – 150 000 000 RUB

- Verified Individual – no limits

10) When everything is ready click Create task. The task will not be created if anything is missing.

11) The task will appear in the tasks list with the status Not confirmed

12) The freelancer will receive an e-mail that contains information about new task. He will need to confirm the task and complete it

13) After the task is completed by the freelancer, its status changes to Pending acceptance. You shall accept, send for revision or cancel the task within 15 calendar days.

14) You shall pay for respective task within 60 (sixty) calendar days from the moment of its acceptance

You may set up your own set of columns. Just click at the Columns button at the upper right corner of the tasks table.

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