Getting Started on a Project
Congratulations on being selected! This guide walks you through everything from contract signing to project kickoff.Selection Notification
When you’re selected for a project, you’ll receive:- Email notification with project details and next steps
- In-app notification on your dashboard
- Status update in “My Applications” showing “Selected”
Pre-Project Steps
1
Review the Offer
Check the project terms, rate, and timeline. Make sure everything matches your expectations.
2
Sign the CIIAA
Complete the Confidentiality, Invention, and Intellectual Property Assignment Agreement.
3
Sign the Contractor Agreement
Review and sign the project-specific contractor agreement.
4
Attend Kick-off Call
Platform ops schedules a kick-off call with you and the client.
5
Begin Work
Start tracking time and working on deliverables!
Contracts & Agreements
CIIAA (Confidentiality Agreement)
The CIIAA is a standard agreement that covers:| Section | What It Covers |
|---|---|
| Confidentiality | Protecting client information you access during the project |
| Intellectual Property | Ownership of work products created during the engagement |
| Invention Assignment | Any inventions created belong to the client |
| Non-Solicitation | Restrictions on soliciting client employees |
| Non-Disclosure | Not sharing project details publicly |
The CIIAA must be signed before you can access project materials or begin work. This protects both you and the client.
Signing the CIIAA
- Navigate to the CIIAA in your project or via notification
- Review all sections carefully
- E-sign using your full legal name
- Receive a confirmation email with a PDF copy
Contractor Agreement
The contractor agreement is project-specific and includes:- Your hourly rate or fixed fee
- Project timeline and milestones
- Deliverables and acceptance criteria
- Payment terms
- Termination conditions
The Kick-off Process
Before the Kick-off Call
Prepare by:- Reviewing the full project scope
- Noting any questions or clarifications needed
- Testing your video/audio setup
- Having access to the project workspace
During the Kick-off Call
Typical agenda:- Introductions (5 min)
- Project overview (10 min)
- Scope walkthrough (15 min)
- Technical setup (10 min)
- Communication preferences (5 min)
- Q&A (10 min)
- Next steps (5 min)
After the Kick-off Call
You should have clarity on:- Who your main contacts are
- How to access any required systems
- Expected communication cadence
- First deliverable and deadline
- How to escalate issues
Accessing Your Project
Project Dashboard
Your project is accessible at:- Dashboard > Projects > [Project Name]
- Or directly via notification links
Project Tabs
| Tab | Purpose |
|---|---|
| Overview | Project summary, status, and key details |
| Deliverables | List of deliverables and their status |
| Milestones | Payment milestones and timeline |
| Files | Shared documents and artifacts |
| Instructions | Client-provided guidance and requirements |
| Chat | Project communication thread |
| Time | Time tracking and history |
Communication Guidelines
Project Chat
Use the project chat for:- Day-to-day communication
- Quick questions and updates
- Sharing progress
- Requesting clarifications
When to Escalate
Contact platform ops when:- Scope disagreements arise
- Client is unresponsive (>48 hours)
- Access issues to required systems
- Payment or contract questions
- Any conflicts or concerns
First Week Checklist
CIIAA signed and confirmed
Contractor agreement signed
Kick-off call completed
Access to all required systems
First deliverable understood
Communication cadence established
Time tracking working properly
Common Questions
What if I need to delay start?
What if I need to delay start?
Contact platform ops immediately. Brief delays can usually be accommodated, but communicate early.
What if the scope is different than expected?
What if the scope is different than expected?
Raise this in the kick-off call or immediately after. Do not proceed with misaligned expectations.
What if I can't access required systems?
What if I can't access required systems?
Report access issues in the project chat. Platform ops can help coordinate with the client.
Can I decline after seeing the full scope?
Can I decline after seeing the full scope?
You can withdraw before signing agreements. After signing, withdrawal is more complex and may have consequences.