---
title: How to complete tasks via the Web Portal
description: Learn how to complete tasks assigned to you via the Web Portal
---

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1. [SiteConnect User Guide](https://docs.sitesoft.com/?hsLang=en)
2. [Tasks](https://docs.sitesoft.com/tasks?hsLang=en)

# 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](https://docs.sitesoft.com/how-to-complete-tasks-via-the-web-portal#howtoaccessyourtasks)
- [How to Add or Remove Files](https://docs.sitesoft.com/how-to-complete-tasks-via-the-web-portal#howtoaddorremovefiles)
- [How to Add notes](https://docs.sitesoft.com/how-to-complete-tasks-via-the-web-portal#howtoaddnotes)
- [How to Complete the task](https://docs.sitesoft.com/how-to-complete-tasks-via-the-web-portal#howtocompletethetask)

### **Accessing Your Tasks**

1. Log in to the **SiteConnect Web Portal**.
2. Click the **Profile icon** in the top right-hand corner of the black navigation bar.
3. Select **"My Tasks"** from the dropdown menu.

You will see a list of all tasks currently assigned to you.

 

![Tasks Web Portal 1-1](https://docs.sitesoft.com/hs-fs/hubfs/Tasks%20Web%20Portal%201-1.png?width=317&height=363&name=Tasks%20Web%20Portal%201-1.png)

#### **How to Add or Remove Files**

1. Click **Edit** to the right of the applicable task.
2. Click on the black tab titled  **"Manage Files"** to upload new documents or photos.
   
   ![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Sep-17-2025-05-17-20-4784-AM.png?width=577&height=391&name=image-png-Sep-17-2025-05-17-20-4784-AM.png)
3. Click on Browse files, which will open up your browser and you can select the relevant files.  
4. Once the files are uploaded you can either **copy**, **download**, **view** or **delete** them using the controls on the right-hand side.

### **![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Sep-17-2025-05-20-12-0061-AM.png?width=670&height=274&name=image-png-Sep-17-2025-05-20-12-0061-AM.png)**

 

#### **How to Add Notes**

1. Select the **Notes** tab.
2. Click **"+ Add Note"**.
3. Enter your notes and save.

 

![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Sep-17-2025-05-24-15-5658-AM.png?width=670&height=208&name=image-png-Sep-17-2025-05-24-15-5658-AM.png)

 

 

#### **How to complete the Task**

1. Go back to the **Tasks** menu
2. Go to the **Status** column
3. Slide the **toggle** button from **Open** to **Completed**  
    

![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Sep-17-2025-05-26-22-0447-AM.png?width=670&height=156&name=image-png-Sep-17-2025-05-26-22-0447-AM.png)

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  📧 [support@siteconnect.io](mailto:support@siteconnect.io)  
  📞 [+64 800 748 763](tel:64800748763)
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  [📞 +61 1300 637 183](tel:611300637183)
- **United Kingdom (UK):**  
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  📞 [+44 333 043 5727](tel:443330435727)

 

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