Step 1: How to Post a Task (Client Guide)

👀 Click Here to watch the Demo

1. Click the "+" button to create a new task

  1. Log in to your RemoteGenies account.
  2. From your Dashboard, click the “+” (New Task) button in the upper area of the screen.


2. Name Your Task

  1. In the Task Title field, type a short, clear name.
    • Example: Create a 1-Page Social Media Calendar for December for a Podcast
  2. Aim for something specific enough that a Genie can tell what the work is at a glance.


3. Set Expertise / Skillsets

  1. Click the Expertise / Skillsets dropdown.

    Select the skill areas that match your task (you can choose multiple).

    • Example categories: Administrative Services, Visual Content Creation, Social Media, etc.
  2. Make sure the selected skillsets reflect the actual work you need.


4. Choose Dates (Timeline)

  1. Click the Date field.
  2. Use the calendar to select the start and end dates for the task.
  3. Click Confirm to save the date range.
  4. Choose realistic dates that give the Genie enough time to deliver.


5. Set Task Priority

  1. Click the Priority (Select) dropdown.

    Choose one of the options:

    • Low
    • Normal
    • High
    • Urgent
  2. Use Urgent only when you truly need a rush turnaround.


6. Add Estimated Time (Hours)

  1. In the Estimated time (hr) field, enter how many hours you expect the task to take.
  2. This helps Genies evaluate scope and bid more accurately.


7. Describe What You Need

  1. In the main Description editor, add all important details:
    • Goal of the task
    • Key deliverables (what the final output should be)
    • Target audience or customer
    • Platforms or tools to be used (e.g., Instagram, Canva, Google Docs)

    • Any required formats (PDF, Google Sheet, slide deck, etc.)

      If relevant, include brand guidelines:

    • Tone of voice
    • Colors, fonts, or style
    • Examples of posts, campaigns, or content you like
  2. The clearer and more detailed this section is, the faster Genies can send accurate bids.


  1. Scroll to the Upload files section under the description box.

  2. Click the upload area or drag and drop files.

    Attach:

    • Brand kits or logos
    • Sample content
    • Briefs, spreadsheets, or reference docs
  3. Use this for anything that will help your Genie understand the task better.


9. Save as Draft or Open for Bids

  1. When you’re done filling everything out, choose one of the buttons at the bottom:
    • Save as Draft – keep working on it later before Genies can see it.
    • Open for Bids – publish the task so qualified Genies can submit their bids.
  2. Once you click Open for Bids, your task becomes visible to relevant Genies and you’ll start receiving proposals.


WATCH THE DEMO

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