How to create and manage Tasks

Here you will learn how to create Tasks and assign them to your users within the SiteConnect Web Portal

Please watch the following video on how to create & manage Tasks in your SiteConnect account:


Please note that this video was recorded before our latest software update so some visual aspects may differ in the current web portal

Creating & Managing Tasks (4:41)

If you still require assistance after watching then please keep on reading...




You can also bulk import tasks. Click here for the training guide.

Tasks Menu 


On the left hand side main menu of your SiteConnect web portal please go to the Tasks tab


Tasks 1


Creating and assigning a Task


From here you will see the below screen.  Click on Add Task to create a task.


Add Tasj


This will pop up with the following dialog box. You will be able to fill in the following:

  • Task name (compulsory field)
  • Due Date (can be selected by clicking the calendar icon on the right hand side)

Due date creating tasks


COPt 2021

  • Priority Level (select from Low, Medium, High or Critical via dropdown menu)

Dopdpwn priorirty


You can also choose to toggle on Individual Tasks for each Selected User. If you toggle this option on each user the task is assigned to will need to complete the task. If you leave it toggled off then the first person to complete the task closes the task.


Tasks 2


An email notification will be sent to each User this task is assigned to and it will display in the Tasks menu on the Home screen of the App.


Once all of these details have been filled in, you can assign the task to user(s), upload any files/photos and also associate the Task with specific Projects/Sites by clicking on the relevant black tabs.


Tasks highlighted


The number of Projects/Sites you have assigned the Task to will appear in the blue circle next to the Project/Site tab


Once you have populated all the fields, click on Save.


Save Task


The task will then display in your list of Tasks.


Task added


Viewing and closing Tasks


In the task list you will see all your tasks, which will either be in an open or closed status.  The assignees can close the tasks via the Mobile App or you can manually close them in the Web Portal by clicking on the toggle button.



You can also choose to View, Edit or Delete the Task.


Task options


View will bring up information around the Task including the date it was created and updated.


Task detsails tab


Adding notes to a task


You can add Notes to the task by clicking on the Notes tab up the top of the Task Viewer screen.  


Tasks add note


Type in your notes and click on Save once completed.



Save Task note


Editing a task


Editing the task will bring up the Task creation dialog box where you can update the information and details for that Task.


Deleting a task


To delete a Task click on the Delete button to the right of the relevant task


Task delete

The below dialog box will display.  Click on Yes to delete the task or No to go back


Remove Task


Exporting Tasks


You can Export your Tasks as a CSV, PDF or XLSX file by clicking on the List Menu/Export button next to Add Task, which will export all tasks.


Export CSV

If you want to export selected tasks then click in the box to the right of the task(s) you want to export and it will only export the selected tasks


Tasks selection


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