--- title: Creating a Toolbox Talk through the Mobile App description: Here you will learn how to create a Toolbox Talk --- [Skip to content](https://docs.sitesoft.com/creating-a-toolbox-talk-through-the-mobile-app-reskin#main-content) [![SiteConnect Logos (LinkedIn Post)](https://docs.sitesoft.com/hs-fs/hubfs/SiteConnect%20Logos%20(LinkedIn%20Post).png?width=161&height=26&name=SiteConnect%20Logos%20(LinkedIn%20Post).png)](https://siteconnect.io/gb) Open main navigation Close main navigation - [Portal](https://app.sitesoft.com/) [Portal](https://app.sitesoft.com/) Need help? - There are no suggestions because the search field is empty. 1. [SiteConnect User Guide](https://docs.sitesoft.com/?hsLang=en) 2. [SiteConnect Mobile App](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en) # Creating a Toolbox Talk through the Mobile App ## Here you will learn how to create a Toolbox Talk **Please watch the following video on how to create toolbox talks via the Mobile App**   **Creating Toolbox Talks (2.40)** **Also please scroll down the article for more information:**   **Index:** - [**Creating a Toolbox Talk**](https://docs.sitesoft.com/creating-a-toolbox-talk-through-the-mobile-app-reskin#creatingatoolboxtalk) - [**Selecting a site**](https://docs.sitesoft.com/creating-a-toolbox-talk-through-the-mobile-app-reskin#selectingasite) - [**Selecting Attendees for a Toolbox Talk**](https://docs.sitesoft.com/creating-a-toolbox-talk-through-the-mobile-app-reskin#selectingattendees) - [**Toolbox Talk Title & Agenda**](https://docs.sitesoft.com/creating-a-toolbox-talk-through-the-mobile-app-reskin#Toolboxtalktitle) - [**Add Files, Contacts and Tasks**](https://docs.sitesoft.com/creating-a-toolbox-talk-through-the-mobile-app-reskin#Addfilescontactsandtasks) - [**Digital signatures for Toolbox Talk**](https://docs.sitesoft.com/creating-a-toolbox-talk-through-the-mobile-app-reskin#digitalsignatures)**[Selecting Form Templates](https://docs.sitesoft.com/knowledge/selecting-form-templates-from-the-mobile-app?hsLang=en)** - [**Exporting Toolbox Talks to a PDF**](https://docs.sitesoft.com/creating-a-toolbox-talk-through-the-mobile-app-reskin#exportingtoolboxtalks)   Click on the below links for instructions on how to add Templates and Snippets to your Toolbox Talks: [How to create new Toolbox Talk using Templates](https://docs.sitesoft.com/how-to-create-a-new-toolbox-talk-using-templates-via-the-mobile-app?hsLang=en) [How to add snippets to a Toolbox Talk](https://docs.sitesoft.com/steps-to-follow-to-create-a-new-toolbox-talk-using-snippets-in-the-mobile-app?hsLang=en) ### **Creating a Toolbox Talk** To create a Toolbox Talk in the App click on the ![Ornange plus button](https://docs.sitesoft.com/hs-fs/hubfs/Ornange%20plus%20button.png?width=62&name=Ornange%20plus%20button.png) icon that can be located at the bottom of the screen on any page within the App.   ![Plus icon (5)](https://docs.sitesoft.com/hs-fs/hubfs/Plus%20icon%20(5).webp?width=314&height=634&name=Plus%20icon%20(5).webp)   Then click on **Create Toolbox Talk** in the Create/Report menu that appears.   ![Create toolbox talks](https://docs.sitesoft.com/hs-fs/hubfs/Create%20toolbox%20talks.webp?width=290&height=564&name=Create%20toolbox%20talks.webp)   ### Selecting a Site   From here you can select the Site that want to record the Toolbox Talk against.   ![Tb Talk wizard](https://docs.sitesoft.com/hs-fs/hubfs/Tb%20Talk%20wizard.webp?width=293&height=591&name=Tb%20Talk%20wizard.webp) **This will auto default to the Site that you are currently signed into**. To change the Site the Toolbox Talk is for, please click the Site description at the very top of the page and then select the appropriate Site via scrolling or searching for it. ### **Selecting Attendees for a Toolbox Talk**   Click on **Select Assignees** for the Toolbox Talk.  A list of all users connected to your network (including visitors) will display showing those who are currently signed into site first with a green circle to the right of their name followed by all other users. You can scroll to find the relevant person or search for them via the search bar at the top of the page.  ![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Jul-15-2024-09-11-12-3456-AM.png?width=254&height=196&name=image-png-Jul-15-2024-09-11-12-3456-AM.png)   Click next to the **green circle** *(user is currently signed into site)* or next to the **blank circle** *(user is not currently signed into site)* to add them as an assignee and a tick will show next to the circle. Once you have clicked on all the Assignees go to the bottom of the page and click on **Select Users.**   ![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Oct-24-2023-01-57-36-4378-AM.png?width=254&height=522&name=image-png-Oct-24-2023-01-57-36-4378-AM.png)   ### **Toolbox Talk Title & Agenda**   **Title** - Type in the title of your Toolbox Talk   ![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Jul-15-2024-09-17-54-9993-AM.png?width=254&height=225&name=image-png-Jul-15-2024-09-17-54-9993-AM.png)   **Agenda** - Type in what is discussed at your Toolbox Talk or you can click on the microphone icon to do voice to text.   ![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Jul-15-2024-10-09-28-2894-AM.png?width=254&height=518&name=image-png-Jul-15-2024-10-09-28-2894-AM.png)   ### **Add Files, Contacts and Tasks**   **Add Files** - click on **Add Files** to upload any documents or you can open your camera and take photos or upload photos from your photo gallery. ![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Jul-15-2024-09-21-06-7476-AM.png?width=254&height=145&name=image-png-Jul-15-2024-09-21-06-7476-AM.png) ### ![Camera gallery etc](https://docs.sitesoft.com/hs-fs/hubfs/Camera%20gallery%20etc.png?width=254&height=179&name=Camera%20gallery%20etc.png)   **The following file types and photo formats are permitted:** doc, pdf, docx, zip, jpg, jpeg, bmp, png, gif, heic, heif, hevc, xls, xlsx, eml, csv, txt, mp3, m4a   **Add Contacts -** click on **Add Contacts** to send a PDF copy of the Toolbox Talk to your contacts. ![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Jul-15-2024-09-26-25-5897-AM.png?width=254&height=142&name=image-png-Jul-15-2024-09-26-25-5897-AM.png)   **Add Tasks -** click on **[Add Tasks](https://docs.sitesoft.com/how-to-create-tasks-mobile-app?hsLang=en)** to create a Task. ![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Jul-15-2024-09-22-41-7309-AM.png?width=254&height=144&name=image-png-Jul-15-2024-09-22-41-7309-AM.png)   ### Digital Signatures for Toolbox Talks ***(available in Version 3.4.2 of the SiteConnect App or higher)***   Need to update your SiteConnect App? [Android Devices](https://docs.sitesoft.com/how-to-update-apps-for-an-android-device?hsLang=en)or [Iphone Devices](https://docs.sitesoft.com/how-to-update-your-apps-for-an-iphone?hsLang=en)   Toolbox Talk attendees have the option to **sign** that they have attended a **Toolbox Talk**. When a user is selected as an **Attendee** they will be sent a **Push Notification** (notifications need to be enabled) advising that there is a **Toolbox Talk record** to sign.  A notification will also display in the **Tasks Section** on the **Home page** of the **App**.   ![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Jul-15-2024-06-00-46-9375-AM.png?width=254&height=521&name=image-png-Jul-15-2024-06-00-46-9375-AM.png) Click on the link to o**pen the Signature Field.** The User can either draw their **Signature** or take an **Attendance Selfie**.  The user needs to click on **Use Signature** once they are happy with the signature.  The user can also clear their signature and start again if need be.   ![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Jul-15-2024-06-05-13-3917-AM.png?width=254&height=524&name=image-png-Jul-15-2024-06-05-13-3917-AM.png)   Attendees can also Sign on a Site Manager's device.  To do this the Site Manager needs to go to the **Attendees Field of the applicable Toolbox Talk**  and they will see a list of attendees with the tab **Sign** to the right. Click on this tab to open up the **Signature Field** for the applicable **user**.   ![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Jul-15-2024-06-08-55-1787-AM.png?width=254&height=517&name=image-png-Jul-15-2024-06-08-55-1787-AM.png)   The user can sign their **Signature**  or take an **Attendance Selfie**.   ![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Jul-15-2024-06-11-47-9810-AM.png?width=254&height=526&name=image-png-Jul-15-2024-06-11-47-9810-AM.png)   Once you have filled in all your fields then you can click **Save** either down the bottom of the page or in the upper-right hand corner to finalise your Toolbox Talk.     ![Tb Talk save options](https://docs.sitesoft.com/hs-fs/hubfs/Tb%20Talk%20save%20options.webp?width=296&height=592&name=Tb%20Talk%20save%20options.webp) ### Exporting Toolbox Talks   To export a Toolbox Talk from the **App** locate the applicable Toolbox Talk through the **Site Tab**   **[![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Jul-15-2024-08-22-57-0225-AM.png?width=254&height=519&name=image-png-Jul-15-2024-08-22-57-0225-AM.png)](tel:64800848763)**   Once located, open the Toolbox Talk and  click on the **Export** option at the top of the screen.   ![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Jul-15-2024-07-00-45-4948-AM.png?width=254&height=128&name=image-png-Jul-15-2024-07-00-45-4948-AM.png)   The **Toolbox Talk PDF export** will include copies of the Signatures and the date signed and pictures of the Selfies obtained.   ![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Jul-15-2024-08-11-59-6976-AM.png?width=627&height=777&name=image-png-Jul-15-2024-08-11-59-6976-AM.png)   **If you need any further help or have any questions please contact the support team by Email: [support@siteconnect.io](mailto:support@siteconnect.io) or Ph: [0800 748 763](tel:64800848763)** - [About SiteConnect](https://docs.sitesoft.com/about-siteconnect?hsLang=en) - [Assets](https://docs.sitesoft.com/assets?hsLang=en#main-content) - [Getting Started With Assets](https://docs.sitesoft.com/assets?hsLang=en#getting-started-with-assets) - [Set Up Your Asset Register](https://docs.sitesoft.com/assets?hsLang=en#set-up-your-asset-register) - [Manage Your Assets](https://docs.sitesoft.com/assets?hsLang=en#manage-your-assets) - [Manage Asset Safety](https://docs.sitesoft.com/assets?hsLang=en#manage-asset-safety) - [Troubleshoot Assets](https://docs.sitesoft.com/assets?hsLang=en#troubleshoot-assets) - [Account](https://docs.sitesoft.com/account?hsLang=en#main-content) - [Company Documents](https://docs.sitesoft.com/account?hsLang=en#company-documents) - [Charts & Graphs](https://docs.sitesoft.com/charts-graphs?hsLang=en) - [Contractors](https://docs.sitesoft.com/contractors?hsLang=en) - [Covid-19 Module](https://docs.sitesoft.com/covid-19-module?hsLang=en) - [Digital Signatures](https://docs.sitesoft.com/digital-signatures?hsLang=en) - [Employees](https://docs.sitesoft.com/employees?hsLang=en#main-content) - [Documents](https://docs.sitesoft.com/employees?hsLang=en#documents) - [Export](https://docs.sitesoft.com/employees?hsLang=en#export) - [Forms](https://docs.sitesoft.com/employees?hsLang=en#forms) - [Form Builder](https://docs.sitesoft.com/form-builder?hsLang=en) - [Hazards/Risks](https://docs.sitesoft.com/hazards-risks?hsLang=en#main-content) - [hazards/risks in mobile app](https://docs.sitesoft.com/hazards-risks?hsLang=en#hazards-risks-in-mobile-app) - [Incidents](https://docs.sitesoft.com/incidents?hsLang=en) - [Inductions](https://docs.sitesoft.com/inductions?hsLang=en) - [Inspections/Audits](https://docs.sitesoft.com/inspections-audits?hsLang=en) - [Messages](https://docs.sitesoft.com/messages?hsLang=en) - [My Pre-Qualifications](https://docs.sitesoft.com/my-pre-qualifications?hsLang=en) - [Notifications](https://docs.sitesoft.com/notifications?hsLang=en) - [TA/JSA/SWMS/RAMS](https://docs.sitesoft.com/ta-jsa-swms-rams?hsLang=en) - [Tasks](https://docs.sitesoft.com/tasks?hsLang=en) - [Templates](https://docs.sitesoft.com/templates?hsLang=en#main-content) - [Hazardous Substances/COSHH](https://docs.sitesoft.com/templates?hsLang=en#hazardous-substances-coshh) - [Documents](https://docs.sitesoft.com/templates?hsLang=en#documents) - [Reporting](https://docs.sitesoft.com/reporting?hsLang=en) - [Sites and Subsites](https://docs.sitesoft.com/sites-and-subsites?hsLang=en) - [Safety Observations](https://docs.sitesoft.com/safety-observations?hsLang=en) - [SiteConnect Mobile App](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#main-content) - [Site Induction](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#site-induction) - [Toolbox Talks](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#toolbox-talks) - [Tasks](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#tasks) - [Troubleshooting](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#troubleshooting) - [Incidents](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#incidents) - [Forms](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#forms) - [Inspections/Audits](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#inspections-audits) - [User Profile](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#user-profile) - [Sign Out](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#sign-out) - [Geofencing](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#geofencing) - [Training](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#training) - [Sites](https://docs.sitesoft.com/sites?hsLang=en#main-content) - [Manage Site](https://docs.sitesoft.com/sites?hsLang=en#manage-site) - [QR Codes](https://docs.sitesoft.com/sites?hsLang=en#qr-codes) - [Toolbox Talks](https://docs.sitesoft.com/sites?hsLang=en#toolbox-talks) - [Task Analysis Documents](https://docs.sitesoft.com/sites?hsLang=en#task-analysis-documents) - [Geofencing](https://docs.sitesoft.com/sites?hsLang=en#geofencing) - [Safety Plan/Phase Plan](https://docs.sitesoft.com/safety-plan-phase-plan?hsLang=en) - [Visitor Kiosk App](https://docs.sitesoft.com/visitor-kiosk-app?hsLang=en) - [SiteConnect Super Admins Only](https://docs.sitesoft.com/siteconnect-super-admins-only?hsLang=en) - [Manage Sign-in and Inductions](https://docs.sitesoft.com/manage-sign-in-and-inductions?hsLang=en#main-content) - [Get started with sign-in and inductions](https://docs.sitesoft.com/manage-sign-in-and-inductions?hsLang=en#get-started-with-sign-in-and-inductions) - [Manage geofencing sign-in and out](https://docs.sitesoft.com/manage-sign-in-and-inductions?hsLang=en#manage-geofencing-sign-in-and-out) - [Troubleshoot sign-in and inductions](https://docs.sitesoft.com/manage-sign-in-and-inductions?hsLang=en#troubleshoot-sign-in-and-inductions) [![SiteConnect Logos (LinkedIn Post)](https://docs.sitesoft.com/hs-fs/hubfs/SiteConnect%20Logos%20(LinkedIn%20Post).png?width=155&height=25&name=SiteConnect%20Logos%20(LinkedIn%20Post).png "SiteConnect Logos (LinkedIn Post)")](https://siteconnect.io/) ###### **Still need help?** We're here if you can't find the answer you're looking for. AU & NZ• support@siteconnect.io • NZ 0800 748 763 • AU 1300 637 183 UK • support.uk@siteconnect.io • +44 333 043 5727 Copyright © 2026, SiteConnect.io Limited ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "caption" : { "@type" : "MediaObject", "contentUrl" : "https://docs.sitesoft.com/media-transcripts/144163376192/en.vtt", "inLanguage" : "en", "name" : "en Captions" }, "contentUrl" : "https://8030145.fs1.hubspotusercontent-na1.net/hubfs/8030145/Toolbox%20Talks%20pub-1.mp4", "dateModified" : "2025-09-04T04:27:53.842Z", "duration" : "PT2M40.875S", "height" : 1080, "name" : "Toolbox Talks pub-1", "thumbnailUrl" : "https://8030145.fs1.hubspotusercontent-na1.net/hubfs/8030145/Toolbox%20Talks%20pub-1.mp4/medium.jpg", "uploadDate" : "2023-11-06T20:50:30.084Z", "width" : 1920 } ```