Welcome to the heart of your productivity hub! As you embark on your journey with TaskGenie, let's take a quick tour of your portal to ensure you make the most of every feature at your fingertips.
1. Dashboard: Your Command Center
Upon logging in, you'll land on your dashboard—an overview of your account's activity. Here, you'll find a snapshot of your recent tasks, updates, and any messages from your dedicated Project Manager. It's the command center where you can quickly access key information and navigate to different areas of our platform.
2. Submitting a Work Request: Your Task Launchpad
When you're ready to delegate tasks, head to the "Submit a Work Request" tab. This is your task launchpad. Clearly describe your task, provide detailed SOPs, attach any relevant files, and specify deadlines. The more information you provide here, the smoother the task execution by your VA.
3. My Work: Tracking Your Tasks
Check the "My Work" tab to monitor the progress of your tasks with a visual to-do list. This section provides real-time updates on ongoing tasks, completed assignments, and any pending actions. Stay in the loop and track the status of your projects effortlessly.
4. Billing: Managing Your Subscription
Navigate to the "Billing" tab for a transparent view of your subscription details. Here, you can manage your billing information, review payment history, and ensure your account remains active. If you ever have billing-related questions or want to upgrade your plan, this tab has you covered.
5. Help Center: Your Support Hub
Encounter a question or need guidance? The "Help Center" is your go-to support hub. Browse through FAQs, guides, and resources to find answers to common queries. If you can't find what you're looking for, our support team is just a message away.
6. Messages: Direct Communication
For direct communication with your Project Manager, head to the "Messages" tab. Here, you can exchange messages, seek clarification, and discuss any task-related details. Open communication ensures a smooth workflow and a successful partnership.
7. Profile: Customize Your Experience
Personalize your TaskGenie experience by visiting the "Profile" section. Update your information, preferences, and settings to tailor the platform to your unique needs. Your portal is designed to adapt to your workflow, and your profile helps it do just that.
That concludes our quick tour of your TaskGenie portal! Feel free to explore these tabs at your own pace, and remember, our support team is always here to assist you. Whether you're submitting tasks, checking billing details, or seeking assistance in the Help Center, your portal is your gateway to a more efficient and streamlined work experience.