What methods for managing tasks does the Remozo platform support?

Managing tasks through the Personal Account
Managing tasks through bulk import files
Managing tasks via Customer API
Managing tasks via Private API

This article provides detailed instructions on how to create tasks through the customer’s Personal Account.

The task creation process starts with funding the balance and inviting contractors to the system.

Funding the balance

To fund the balance:

Click the «+» button next to the «Balance» section.

The «Fund balance» form will open.

Enter the funding amount, including:

the tasks reward amount;
the service fee.

VAT will be calculated automatically and displayed as a separate line.

Click the «Download the invoice» button.

The system will automatically generate an invoice.

The invoice will be:
- sent to your company’s email address;
- saved in the «Documents» → «Requests for payments» section.

The invoice can only be paid from your company’s bank account.

Please note that all payment transactions are processed through banking services and payment agents and are subject to their rules and operating procedures.

Inviting contractors

A contractor can:

register with the service themselves;
receive an invitation from the customer.

How to invite a contractor

Go to the «Contractors» section.
Click the «Invite contractors» button in the upper-right corner.

In the window that opens, enter the email addresses of 1 to 50 contractors.

Click the «Send invitation» button.

The contractors will then receive an invitation by email with a link to register with the service.

The customer can also send the contractor a universal invitation link by email or through another channel.

After registration, contractors will be able to accept and complete tasks.

To create a task:

Go to the «Tasks» section.
Click the «Create a task» button.

Fill in the required fields.

Click «Create a task».

After the task is created, it will be sent to the contractor. Depending on your company’s settings, the task may require approval or be put into progress immediately.

Task creation fields

Field	Description
Service	Select a service from the available list.
Category	Select a task category.
Task name	Optional field. If left blank, the task name will be added automatically.
Account	Select the account on behalf of which the task is being created.
Contractor	The list displays contractors assigned to the selected customer. Hidden contractors are not available for selection. Blocked contractors are visible in the list, but tasks cannot be created for them.
Cost	Please specify the task reward amount and payout currency.
Task description	Please provide a detailed description of the expected result for each task.
Reporting	Specifies whether a report is required for the task.
Payment	Please specify whether the task requires payment.
Attach files	If necessary, add files to the task.
Due date	Please specify the final deadline for completing the task.
Note	Internal comment from the customer. This field is not visible to the contractor. Maximum length — 1000 characters.

Please note that the cost of the work specified in the task must be economically justified and consistent with market rates, taking into account the specific circumstances of the transaction.

The higher the cost of the services provided or work performed, the more transparent the pricing should be, including a clear breakdown based on:

the scope and complexity of the work;
the required amount of labor;
the contractor’s qualifications;
the number of hours worked.

Task statuses

After creation, a task can move through the following statuses:

Open — the task has been created but has not yet been accepted by the contractor.
In progress — the task has been accepted by the contractor and is being completed.
Waiting for Acceptance — the contractor has completed the task and is waiting for approval from the customer.
Completed — the task has been accepted and closed.
Cancelled — the task has been cancelled by the customer or contractor.

Task acceptance and payment

Once the task is completed, the contractor moves it to the «Waiting for Acceptance» status.

The customer can:

accept the task;
send the task back for revision;
cancel the task.

Once the task is accepted, it moves to the «Completed» status, and the payment is processed automatically.

After the task is closed, the customer receives a closing document — Sales Invoice. The customer can choose how the closing documents are generated:

At the beginning of the month for the past period
Upon completion and payment of each task;
Both options.

You can access closing documents from Remozo in your Personal Account under «Documents» → «Sales invoices».

Contractors receive self-billing invoice. It's generated immediately after the task is closed.