Tasks
      Back to home
      1. SiteConnect Help Center
      2. Tasks

      How to complete tasks via the Web Portal

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

      Index:

      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

      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.

      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.

       

      How to Add Notes

      1. Select the Notes tab.

      2. Click "+ Add Note".

      3. Enter your notes and save.

       

       

      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
         

       

      If you need any further assistance please contact the support team by Email: support@siteconnect.io or Ph: 0800 848 763 (NZ) or Ph: 01300 637183 (Australia)