Accepting and completing jobs
From a freelancer or in-house resource perspective.
Receiving job offers as a freelancer or vendor
As a freelancer or vendor, there are two ways you can be offered work in Plint.
Jobs pre-assigned to you
- Based on previous work or other criteria, you have been assigned a job.
- These jobs normally need to be accepted by you before work can begin
- In status terms they are "Awaiting confirmation" and need to be "Confirmed".
- You will typically:
- A) Get an email listing general job info.
- Click on the link to the job to see more information.
- B) See the offered jobs on your Dashbord when logged in.
- Click the job name to see more information.
- The level of detail in the job information differs, but should include a fee.
- A) Get an email listing general job info.
- If all looks satisfactory, just use the "Reply" option and select "Accept"
- Tip: From the Dashboard, you can select multiple jobs and reply to all of them at once.
- Clicking "Maybe" will allow you to provide feedback to the project manager. You may suggest an alternative deadline or want to discuss the fee. Submitting this feedback will not set the job as Confirmed.
- The feedback will initiate a Message thread which you can follow:
- From the Inbox
- From the Messages tab of the job itself.
- The feedback will initiate a Message thread which you can follow:
- If you are unable to accept a job, please notify the project manager using the Decline option.
Jobs in the Job tank
If you see jobs in the "Job tank" (formerly known as the Shark tank) on the Dashboard, or receive an email notification about a job offer, this means that there is work matching your skills, but that it may be offered to multiple users. Whoever accepts it first will be assigned. Click "Grab" to take it. If someone else has already grabbed the job before you click, you will be informed about this and the job will disappear from the Job tank.
Please note that there is no "Maybe" option for Job tank jobs. Typically, these jobs follow set fees and deadlines.
The "Project summary"
Normally as a freelancer or vendor, your overview is limited to specific jobs. There may be times, however, when a number of jobs are offered to you as a whole bundle, especially in the case of vendors. If you see a job with a "Project summary" button, you can use this for an overview of all work offered to you on the whole project.
The "Project summary" button
Project summary example. From this view, you can also export summarised information about the jobs in CSV format.
Communicating about jobs
The Inbox in Plint holds all Messages, Notes to self and Support cases created by you, or involving you. Notes and Messages can also be linked to specific jobs, giving it a context. This is done automatically when you reply to a job offer with a comment, and when you add a "Comment to project manager" when completing a job. Additionally, you can at any time initiate a conversation about a job with the Project manager, directly from the Messages tab of the job.
All of these actions will start a communication thread shown on the Messages tab of the job. Conversely, if you view the same message from your Inbox, a shortcut to the job info page will be shown at the top of the thread.
"Message Project Manager" window
Visibility
Please note that when a Message is linked to a job, it may be of interest to other administrators and project managers with access to the project. For this purpose, they may also have access to such conversations and info. Other resources/freelancers will not, however.