How to complete tasks via the Web Portal

Learn how to complete tasks assigned to you via the Web Portal

Index:

 

How to Access your Tasks

 

To complete tasks via the SiteConnect Web Portal log into the Web Portal and click on the Profile button in the top right-hand corner of the black bar and then click on My tasks.

 

Tasks Web Portal 1-1

 

A list of tasks assigned to you will display.

 

Tasks 3

 

How to Add or Remove Files

 

Click on Edit to add or remove documents or photos

 

Task edit

 

Then click on Add File to add documents or photos or Remove files to delete documents or photos.

 

Task Web Portal

 

You can also add or remove documents by clicking on the View button

 

Task view

 

Then click on the Files button

 

Task view 1

 

How to Add Notes

 

To add Notes click on the View button as above and then click on the Notes tab

 

 

Then click on Add Note

 

Task notes 1

Then enter your notes

 

Tasks notes 2

 

If you need any further help or have any questions please contact the support team by email at siteconnectsupport@sitesoft.com or Ph: 0800 848 763.