Before starting work on tasks, check your settings to see whether tasks are sent to contractors immediately.
If the “Automatically publish tasks for execution” option is disabled, newly created tasks are saved in “Draft” status. This means you can delete the task or edit any data except the contractor. This is not possible in other statuses.
You can learn more about all statuses in the “Task Statuses” article.
Task amount preview
In the “Tasks” section, if you select tasks in “Draft” and/or “Automatically publish tasks for execution” statuses, the system will calculate their total amount.
This allows you to estimate the budget required for task payments and assess your financial load in advance.
If tasks are in multiple currencies, the total is calculated separately for each currency.
Sending a draft task for payment
How to send a single task
Go to the “Tasks” section and select the required task.
Click the gear icon or the task name.
In the open window, click “Send to payment”.
How to send multiple tasks
In the “Tasks” section, select the required tasks using checkboxes.
Scroll down the page.
Click “Send to payment”.
What happens after sending a task for payment
Task statuses reflect the current stage of the process:
“Automatically publish tasks for execution” means the task is waiting for the contractor’s confirmation. At this stage, the closing documents have not yet been generated — they will be created once the contractor approves the task.
You can cancel the task while it is in “Automatically publish tasks for execution” status. In this case, the funds will be returned to the company balance, and the status will change to “Declined by company”.
“Paid” means the contractor has accepted the task, and the funds have been credited to their balance.
“Declined by contractor” means the contractor did not accept the task, and the payout amount has already been returned to your company balance.
Important:
When the contractor accepts the task, closing documents are automatically generated for both the company and the contractor. After that, the task terms and amount cannot be changed.
If you have any questions, please contact our support team via online chat on the platform or at [email protected]. We are always ready to assist!