The instructions below describe how to manually create tasks.
1) Go to the Tasks section and select Create.
2) Select the Contractor to perform the task.
If they're not on the list, send them an email with an invite, and then select their email or name from the drop-down list. The list also shows the contractor's tax status, which you can use in your search. The tax status determines the commission amount for tasks according to Mellow’s pricing.
Task group is an optional field. Leave it as default or select a group from the list. You can create a new group by combining several existing tasks.
Under Deadline, specify the task completion date.
Important! You can select any date starting with the next day after you set the task.
3) In the third step, you need to select the service name and the attributes. Select the service name that corresponds to what the contractor must perform from the drop-down list. The service you select automatically goes into the "Service name in report" feild, this information will be contained in the accounting documents.
4) After choosing the service, you will have 8 attributes available for filling, 3 of which are mandatory. These values are also included in the accounting documents.
5) The checkboxes let you select different options:
a. Task requires IP rights assignment: If checked, the freelancer must attach task results (a file or a link to a file) prior to finishing the task. These attributes (files or links) are included in the accounting documents.
b. Report needed: The freelancer must attach a report file. This is not included in the Mellow accounting documents.
c. NDA: The freelancer will need to agree to an NDA. Contact us if you need this option.
Click Continue.
6) In the next field, specify the task’s name and description. These are free-form and are not included in the accounting documents.
You can upload additional files for the freelancer, if necessary.
7) Under Task price, enter the freelancer’s remuneration.
Important! The task can only be denominated in your company’s currency (RUB, USD, or EUR). The system will automatically factor in the commission.
Important! The amount cannot exceed the annual limit of the freelancer’s tax status (only relevant for freelancers from Russia):
- Not-verified individual: RUB 15,000
- Self-employed: RUB 2,400,000
- Individual entrepreneur: RUB 200,000,000
- Verified individual: No limit
Note, you can share 1% of the commission with your contractor, for example, if the task costs 1000 rubles, the contractor will receive 990 rubles (minus 1%).
Note, for clients from the USA, we will automatically calculate the sales tax if it applies to the selected service.
8) When everything is ready, click Create task. If any required fields are left empty, the task will not be created.
9) The task will appear in the task list with the status New
10) The freelancer will receive an email with the information about the new task. They’ll need to confirm and then start the task.
11) After the freelancer completes the task, its status changes to Customer approval. You can accept/cancel the task or return it for corrections within 15 calendar days.
12) After you accept the task, you need to pay for it within 60 calendar days.
You can configure the column view by clicking Columns in the upper-right corner of the task table.