How to Create a Task: a Step-by-Step Guide

You can create a task in two ways:

Important: A task can't cover work performed before the subcontractor was invited to the platform. If the subcontractor isn't on the platform yet, you can invite them while creating the task.

Go to the Tasks section and select Add

The process has four steps: Task → Details → Subcontractor → Done.

You can move between steps freely — any data you've already entered is saved.

Describe what needs to be done, and specify the amount and currency.

The task description is one of the key elements auditors, investors, and banks review when assessing a company. It confirms what work was ordered, what was covered, and what result was delivered.

A description that's too general — for example, "consultation" or "project revisions" — can raise questions later: it becomes harder to confirm the scope and quality of the work, or to justify the costs or the transfer of rights to the result.

A good description answers three questions:

For more on writing task descriptions, see the article How to fill in tasks well.

The Assistant panel is on the right side of the form. It's available at every step of task creation and helps you fill in the task faster: it suggests ready-made options based on past tasks, generates new descriptions, flags missing details, and identifies some parameters directly from the text.

The Assistant doesn't confirm anything on your behalf. You can review and edit any suggested data before creating the task.

If your company already has a task history, the Assistant shows the subcontractors you're most likely to assign the next task to, and suggests ready-made options based on your previous work with them.

If the subcontractor you need isn't among the suggestions, select All subcontractors at the top of the panel. There you can view options for other subcontractors your company works with.

The card shows the key task data: name, brief description, subcontractor, and amount.

The Assistant may suggest writing a new description in several cases — for example, if your company doesn't have a task history yet, there are no suitable options for the selected subcontractor, or you selected Build from scratch.

If you've already started writing the description yourself, select Help write — the text you've entered will be used as the basis for generation.

The Assistant opens the Let's create a task description window. Specify the project, briefly describe the service you need, and select Suggest options.

The Assistant suggests several description options. You can add a suitable option to the task right away. If there isn't enough information, the Assistant leaves room for clarification.

If none of the options fit, you can generate new ones or change the initial input.

After you select an option, the Assistant fills in the available task parameters — for example, the display name, project, and service period. Review them and edit manually if needed.

If you're writing the description yourself, a hint appears below the field showing what information is missing. For example, the Assistant may suggest specifying the scope of work or the result format.

Once the description is specific enough, the Assistant automatically:

Everything the Assistant identifies appears in the panel on the right. It updates at every step and shows exactly what will go into the task and its documents before you save it.

If the description contains enough data to unambiguously determine all parameters, the platform may skip the Details step entirely and go straight to the subcontractor step.

The Assistant suggests and fills in data, but the final decision is yours. Before creating the task, you can review and edit the suggested description and other available parameters.

If the Assistant has already determined all the necessary parameters from the description, the platform automatically skips this step and moves to the Subcontractor step.

The panel on the right shows the message Filled in for you, with links to the pre-completed fields. Use it to check the values and edit them manually if needed.

At the Details step, you specify the following parameters. Some of them may already be filled in by the Assistant based on the description:

A project is a folder you can use to group related tasks — for example, by client, area of work, team, or period. It helps you organize tasks, find what you need faster, and see all the work on one area together, including in reports and exports.

You can add a description to a project, for example, "Our company website." The Assistant takes it into account when generating tasks for that project.

When creating a task, select an existing project or create a new one directly in the Project field. A task can belong to only one project. If you don't specify a project, the task is saved without grouping.

You can also create a project separately in Projects → Create project. You can also edit an existing project there.

We recommend using projects, especially if your company has many tasks — it makes it easier to structure the work and track tasks by area.

The Assistant identifies who you're most likely to assign the task to, and sorts the list of invited subcontractors by decreasing likelihood of assignment.

Select a subcontractor from the list.

If they aren't on the platform yet, select Invite new and enter their email. The subcontractor receives an invitation, and you can continue creating the task without waiting for their registration to finish.

The Let 4dev.com choose option is also available. For such tasks, we may source a specialist through a partner network. The outcome of the search isn't guaranteed.

You can leave a task without a subcontractor — it's saved as a draft, and you can assign a subcontractor later.

Review the description, amount, project, period, subcontractor, and IP rights.

The Task total includes the task amount and the platform's service fee. This amount is reserved from the company's prepaid funds.

If you need to fix something, go back to the relevant step.

Once everything is correct, select Save draft.

If the Automatically publish tasks for execution option is enabled in settings and there are enough prepaid funds, the task is sent to the subcontractor as soon as it's saved.

If funds are insufficient or the setting is disabled, the task stays in Draft status. You can open it and send it manually using the Send for confirmation button.

A draft is useful if you want to align on the details within your company first, or wait until more prepaid funds are available. You can freely edit, duplicate, or delete a task in this status.

This and other settings that affect how tasks are processed later are configured in advance in Company → Settings. You can find more about them in a separate article.

Once you send it, the task amount is reserved from the company's prepaid funds. The subcontractor receives a notification and sees the new task in their personal account.

What happens next depends on whether the task has result transfer enabled and on your company's settings.

Important: we recommend checking the settings section in advance and selecting the options you need before issuing tasks.

The subcontractor accepts the task, completes the work, and attaches the result — for example, a file or a link. The task then returns to you for review in Awaiting confirmation status.

You can then:

If you don't respond within 7 days, the task is confirmed automatically. 24 hours before that we'll send you a reminder by email.

This rule doesn't change based on company settings; the company always makes the final decision, and the task won't complete automatically.

The task retains a history of the work and the documents generated. This helps confirm what work was ordered, who completed it, and under what conditions.

If you have any questions, contact our support team via the online chat on the platform or by email at [email protected].