Frequently Asked Questions (FAQs)
Take a look at some of the answers to the most frequently asked questions from TaskGenie users.
Billing
Do Payments Renew Automatically?
Yes, payment for TaskGenie renews automatically depending on the billing cycle you selected, either monthly or weekly. All future payments will cease ...
How Often Will I Be Billed for TaskGenie?
The frequency of billing will depend on the billing cycle you selected at the creation of your account, which will either be monthly or weekly.
Where Can I View My Billing Details?
You can view, manage, and make changes to your billing details in the “Billing” Section of your account dashboard.
How Do I Update My Billing Information?
Visit the “Billing” section of your dashboard to update any billing information for your TaskGenie account.
What Happens If I Miss a Payment?
If your saved payment method did not process correctly, TaskGenie will notify you of the failed payment and attempt to process the payment again. If t...
What Is Your Refund Policy?
TaskGenie offers a 100% Satisfaction Guarantee. If you are dissatisfied with our service within the first 7 days of your subscription, please inform u...
Is My Billing Information Secure?
Yes, we prioritize customer privacy and data security of all TaskGenie users. All TaskGenie payments are securely processed and payment details are st...
Task Delegation
How Do I Initiate a Work Request?
You can make a work request for tasks you want your Genie to complete by clicking on the “Submit a Request” button from within your account.
What Information Should Be Included in a Work Request?
To ensure your task is completed in a timely and satisfactory manner, provide a detailed description of the task that you need completed, specific wri...
What Are SOPs?
Standard operating procedures, or SOPs, are detailed instructions that list out the step-by-step process for completing a specific task. Including det...
Can I Submit a Work Request for Recurring Tasks?
Yes, you can submit work requests for both one-time and recurring tasks on TaskGenie. While submitting your request for a recurring task, simply note ...
Can I Attach Files to a Work Request?
Yes, you can securely upload and attach documents or video files within your work request to support the completion of the task with any relevant cont...
What Is the Typical Turnaround Time for Delegated Tasks?
The turnaround time will depend on the nature of the task you are requesting, and specific timelines for completing tasks can be discussed with your p...
How Can I Show Priority in My Work Requests?
If you submit multiple work requests at once, you can share your prioritization within your request or by speaking with your dedicated project manager...
How Do I Track Progress on My Submitted Work Requests?
Your dedicated project manager may provide you with relevant updates as your work requests are completed and certain milestones are met. You can alway...
Is There a Maximum Number of Work Requests I Can Submit at a Time?
TaskGenie does not impose a specific limit on the number of work requests you can submit at a given time. However, the timeline and feasibility for al...
What If My Genie Needs Further Clarification on My Work Request?
If additional information or clarification is needed, your project manager will reach out within the portal for further details.
Can I Edit or Modify a Work Request After It's Been Submitted?
Once your work request has been submitted, you cannot make edits to the specific request. However, you can reach out to your PM within the portal to s...
How Do I Share Login Details for the Software I Need My Genie to Access?
Within your work request, you can securely share any account log in details for your Genie to utilize to complete the task. All log in information is ...
How Do I Communicate with My Project Manager?
All communication with your TaskGenie project manager will occur directly through the messaging system within the portal. Your project manager will ne...
Privacy/Security
Is File Sharing on TaskGenie Secure?
Yes, TaskGenie uses a robust security system to ensure all file uploads and sharing within the platform are kept secure.
Is the Information I Share with My Genie Confidential and Private?
Absolutely. TaskGenie prioritizes client confidentiality and privacy. The information that is shared with your Genie and PM is treated with the utmost...
Will You Share Any of My Information with Third Parties?
TaskGenie does not share any client data or information with third parties. Your privacy and confidentiality are our top priorities, so any informatio...