Tasks
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      How to create Tasks (Mobile App)

      Here you will learn how to create Tasks using the SiteConnect Mobile App

       

      Please watch the following video on the easiest way to create a Task for any given Site using the mobile app:

       

      Creating Tasks (Mobile App) (3:11)

      Please also scroll down this article for further information...

       

      How to Create a Task in the Mobile App

      Creating a Task in the app is quick and easy. Just follow the steps below:

      1. Access the Task Creation Menu

      • Tap the “+” icon located at the bottom right of the screen — this is available on any page within the app.

      • From the Create/Report menu that appears, select Create Task.

         

      2. Fill Out the Task Details

      Once the Create Task screen opens, you’ll need to complete the following fields:

      Select Project/Site

      • You must assign the Task to a Project/Site.

      • If a Project/Site is already displayed at the top of your screen, you can proceed. If not, or if you want to choose a different one:

        • Tap the Project/Site arrow at the top of the screen.

        • A list of available Projects/Sites will appear.

        • You can scroll and select the one you want or use the search bar.

        • Tap Select to confirm.

       

      Task Details (Required)

      • Enter the name of the task in the Task Name field.

      • Select the Task Type from a dropdown selector.
      • Enter the Description of your task

      • These are mandatory fields and must be filled in to save the task.

      Due Date

      • Tap the calendar icon to choose a due date for the task.

      Priority

      • Choose the appropriate priority level:

        • Low

        • Moderate

        • High

        • Critical

      Select Users

      • Tap Select Users to assign the task.

      • A list of users in your connected network will appear.

      • Tap next to the names of users you want to assign the task to (a tick will appear next to selected names).

      • A green circle next to a name means the user is currently signed into a site. A clear circle means they are not signed in.

      • Once selected, tap Select Users at the bottom to confirm.


        Mobile App Tasks users 1-1

      Create Individual Tasks for Each Selected User

      • Toggle this option ON (orange) if you want each selected user to complete the task individually.

      • Toggle it OFF (grey) if the task should be marked as complete once any one of the assigned users completes it.

      Add Files (Optional)

      • To attach photos or documents:

        • Tap the “+” icon next to Add Files.

        • A menu will appear with options to:

          • Take a new photo

          • Upload photos from your gallery

          • Upload documents

        • Select your preferred option.

      Supported file types include:

      • Documents: doc, docx, pdf, txt, csv, xls, xlsx, zip, eml

      • Images: jpg, jpeg, png, bmp, gif, heic, heif, hevc

      3. Save the Task

      • Once all required fields are completed and you're ready, tap Save at the bottom of the screen.

      What Happens Next?

      • The task will be saved and assigned to the selected user(s).

      • They will receive an email notification and the task will appear in the home screen of the Mobile App.

         

      Users will receive weekly email reminders every Monday morning for any outstanding tasks that have been assigned to them

       

      If you need any further help or have any questions please contact the support team by Email: support@siteconnect.io or Ph: 0800 748 763 (NZ) or Ph: 01300 637183 (Australia)