How to Submit a Work Request to Delegate a Task with TaskGenie
Edited

Delegating tasks has never been easier! With TaskGenie, submitting a work request is a seamless process that puts you in control of your workload. Let's walk through the steps to ensure you can effortlessly delegate tasks to your dedicated Genie with ease. 

1. Log In to Your Account

Start by logging in to your TaskGenie account. Your personalized dashboard is the gateway to all the features you need. If you haven't created an account yet, make sure to sign up and explore the possibilities.

2. Navigate to "Submit a Work Request"

Once logged in, locate the "Submit a Work Request" tab. This is your task command center. Click on it to open the task submission interface.

3. Describe Your Task Clearly

In the task submission interface, you'll find a space to describe your task and provide SOPs. Be as clear and specific as possible. Clearly outline your expectations, objectives, desired timeline, and any specific details your Genie needs to know. The more information you provide, the easier it will be for your Genie to provide you with satisfactory work. 

4. Attach Relevant Files

If your task involves documents, images, or any files, use the secure file upload feature. This ensures your Genie has all the necessary resources to complete the task accurately. Simply click on the attachment icon and upload the files directly from your device.

5. Specify the Deadline

Specify the deadline for your task in the designated field. This helps your PM and Genie prioritize and manage their workload efficiently. Setting realistic deadlines ensures optimal results. Further discussion around the feasibility of your desired due date may take place between you and your PM after submitting a new work request. 

6. Review Your Request

Before hitting the submit button, take a moment to review your request. Ensure all the details are accurate, attachments are in place, and your expectations are clearly communicated. This extra step helps prevent any miscommunication and sets the stage for a successful collaboration.

7. Click "Submit" 

Once you're satisfied with your work request, hit the "Submit" button. Your request is now in the hands of our dedicated team. Sit back, relax, and let your Genie take it from here. If your Genie or PM require any further clarification on the request, your PM will reach out to you directly through the in-platform messaging system to request follow-up information. 

8. Monitor Progress in "My Work"

After submitting your request, you can monitor its progress in the "My Work" tab on your dashboard. Real-time updates and a visual to-do list keep you informed about the status of your tasks, ensuring transparency throughout the process.

And there you have it! You've successfully submitted a work request with TaskGenie. If you have additional tasks in the future, simply repeat these steps. Our goal is to make task delegation effortless, allowing you to focus on what matters most in your work day, while your Genie handles the rest. If you ever have questions or need support, don't hesitate to reach out to our team.