> What should I do if the task status is Error?
Please note before creating a task:
Task currency
If your contractor withdraws funds to a Russian bank card or Russian bank account, you must create tasks in RUB currency
If your contractor withdraws funds in cryptocurrency, you must create tasks in USD currency
If your contractor withdraws funds to a non-Russian bank account or PayPal, you must create tasks in EUR/USD currency
Task statuses
Created — the task is created, but not sent to the freelancer
Sent to freelancer — the task is created and sent to the freelancer
Sent to customer — the task is sent to the customer for review
Accepted — the task is accepted by the customer, the funds are debited from the company’s balance and credited to the freelancer’s balance
Error – an error has occurred. Please open the task to view the details
Canceled — the task has been canceled
Limits
The minimum amount to create a task:
10 USD/EUR,
50 UAH,
100 RUB
The maximum amount for creating a task under the FIX rate is:*
7 000 EUR/USD,
300 000 UAH,
700 000 RUB
*If the company has a %-based rate, there are no limits on the maximum amount.
Task creating
01
*button in the upper right corner of the screen
To create a task, go to the tab
Tasks and click the Create button
02
Fill out the form that opens:
Company name, from which the task will be created
Freelancer (first add the service provider on the Freelancers tab according to the guide)
Payment currency
(depends on the freelancer’s withdrawal method
more details in the Task currency block)
Payment amount. Enter the amount we should send to the freelancer. The commission will be added automatically.
View amount limits
The name and category of the task — the wording will be indicated in the invoice, which will be generated after the funds are deducted from the company’s balance. The freelancer will receive an invoice for the payment amount with the same wording.
Description of the task — enter a brief description, it will not be shown in the supporting documents
Task completion date — the deadline for completing the task by a freelancer, does not affect the payment period to the recipient
Upload files — you can upload additional files that will help the freelancer complete the task
03
Click to create a task, but not send it. The task will be created in the Created status. While it is in this status, it can be sent to a freelancer for work using the Send to freelancer button
Click to create a task and send it to a freelancer. The task will be created in the status Sent to freelancer. It can be edited until the freelancer submits it for review
Once tasks are assigned Accepted status, payments to freelancers will be made within 1-3 business days, as long as the freelancer profile is filled out correctly and payment details are provided.
Actions with tasks
ACTIONS INSIDE A TASK
Move to archive — send the task to the archive. Click if you do not plan to work on the task. For a freelancer, this task will also be archived
Copy task — copying a task, a pre-filled window will open with data from the same task that you are copying
Edit — editing a task. You can edit a task only before the result of the work is sent by a freelancer, that is, when the task is in the status Created or Sent to freelancer
Send to freelancer — send a task to a freelancer
Move to active — return a task from the archive (this option is only available for customers)
MASS ACTIONS WITH TASKS
1. Filtration — you can filter tasks by status (you can select the status from the drop-down list)
2. Export — export tasks in CSV format. Select the company, period and task status to download the required tasks.
3. Selection — you can select several tasks:
- to send the tasks to the archive (Archive button);
- to calculate the total cost of the selected tasks, including the commission;
- click Accept on tasks in the Sent to customer status if there are enough funds on the balance for this.
4. Search —
in the search box in the Tasks tab, you can search by company name or freelancer email address.
Bulk upload of tasks
01
To bulk upload tasks, copy the template into a Google Sheet, fill out all the fields, and download the CSV file.
When filling out the file, please note that the delimiter is a dot “.” – use this sign to separate cents and pennies, do not separate thousands.
Select the currency in a separate column to indicate currencies, do not enter it in the amount column.
Filling example: 1234.24 EUR
02
Go to the Tasks → Bulk load tab. Select a company and upload a task file in CSV format
*button in the upper right corner of the screen
If all icons are green, click Upload now to upload the file.
If some icons are gray, then select a value next to the dropdown that matches the name of the column in your CSV file. When all icons turn green, the Upload now button will become active.
Verifying the file may take several minutes
03
After checking the file, if you see the notification Several errors were found, this means that errors were found in some fields. For example, the freelancer’s email or the task amount were entered in an incorrect format. Click the View more details button and correct errors
04
If there are no errors/they have been resolved, you will see a tab with tasks. You will be able to edit or delete them. If everything is fine with the tasks, click Upload all tasks.
It may take several minutes for tasks to load. All uploaded tasks will appear on the Tasks tab:
Error status
What should I do if the task status is Error?
If, after clicking the Accept button, the task status changes to Error instead of Accepted, you can open the task and check the explanation at its bottom.
One of the most common reasons is an insufficient balance in the task’s currency at the moment of acceptance. In this case, you’ll see a message like the one shown at the bottom of the screenshot. To resolve the issue, please top up your company’s balance or convert the amount into the required currency and click the Re-accept button.
If the error is caused by something else or you have any questions, feel free to contact our support team via the online chat on our website or by email at support@easystaff.io.