--- title: How to create and manage Tasks description: Here you will learn how to create Tasks and assign them to your users within the SiteConnect Web Portal --- [Skip to content](https://docs.sitesoft.com/knowledge/how-to-create-and-manage-tasks#main-content) [![SiteConnect Logos (LinkedIn Post)](https://docs.sitesoft.com/hs-fs/hubfs/SiteConnect%20Logos%20(LinkedIn%20Post).png?width=161&height=26&name=SiteConnect%20Logos%20(LinkedIn%20Post).png)](https://siteconnect.io/gb) Open main navigation Close main navigation - [Portal](https://app.sitesoft.com/) [Portal](https://app.sitesoft.com/) Need help? - There are no suggestions because the search field is empty. 1. [SiteConnect User Guide](https://docs.sitesoft.com/?hsLang=en) 2. [Tasks](https://docs.sitesoft.com/tasks?hsLang=en) # 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...   Index: - [Tasks Menu](https://docs.sitesoft.com/knowledge/how-to-create-and-manage-tasks#tasksmenu) - [Creating and Assigning a Task](https://docs.sitesoft.com/knowledge/how-to-create-and-manage-tasks#creatingandassigningatask) - [Viewing and closing Tasks](https://docs.sitesoft.com/knowledge/how-to-create-and-manage-tasks#viewingandclosingtasks) - [Adding notes to a Task](https://docs.sitesoft.com/knowledge/how-to-create-and-manage-tasks#addingnotestoatask) - [Editing a Task](https://docs.sitesoft.com/knowledge/how-to-create-and-manage-tasks#Editingatask) - [Deleting a Task](https://docs.sitesoft.com/knowledge/how-to-create-and-manage-tasks#deletingatask) - [Exporting Tasks](https://docs.sitesoft.com/knowledge/how-to-create-and-manage-tasks#exportingtasks) You can also bulk import tasks. [Click here](https://docs.sitesoft.com/knowledge/bulk-importing-tasks?hsLang=en) 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](https://docs.sitesoft.com/hs-fs/hubfs/Tasks%201.png?width=179&height=454&name=Tasks%201.png)   ### Creating and assigning a Task   From here you will see the below screen.  Click on **Add Task** to create a task.   ![Add Tasj](https://docs.sitesoft.com/hs-fs/hubfs/Knowledge%20Base%20Import/Add%20Tasj.png?width=670&height=74&name=Add%20Tasj.png)   A dialog box will appear as shown below, where you'll be able to enter the following information: - **Task** name (compulsory field) - **Task** Type (dropdown selector) - **Description** - **Due Date** (can be selected by clicking the calendar icon on the right hand side) - **Priority Level** (select from **Low, Medium, High** or **Critical** via dropdown menu) - **Site** (you can select the site that the task applies to if applicable) - **Users** (select the user(s) that you want to assign the task to) - **Browse files** (you can upload any applicable photos or documents) Once you have populated all the fields, click on **Save.**   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 dialog box](https://docs.sitesoft.com/hs-fs/hubfs/Tasks%20dialog%20box.png?width=666&height=581&name=Tasks%20dialog%20box.png)   An email notification will be sent to each User the task is assigned to & it will display in the **[Tasks menu](https://docs.sitesoft.com/knowledge/how-to-complete-a-task-assigned-to-you-via-the-mobile-app?hsLang=en)** on the **Home screen** of the App.  They will also be sent weekly reminders via email on Monday mornings for incomplete tasks.   Once assigned the task will display in your list of **Tasks**.   ![Task added](https://docs.sitesoft.com/hs-fs/hubfs/Knowledge%20Base%20Import/Task%20added.png?width=670&height=76&name=Task%20added.png)   ### Viewing and closing Tasks   In the task list you will see all your tasks, which will either be in an **open** or **completed **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 **Status** toggle button.   ![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Sep-17-2025-02-47-32-6107-AM.png?width=670&height=194&name=image-png-Sep-17-2025-02-47-32-6107-AM.png)   You can also choose to **View, Edit or Delete** the Task.   ![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-Sep-17-2025-02-48-30-2206-AM.png?width=670&height=44&name=image-png-Sep-17-2025-02-48-30-2206-AM.png)   **View** will bring up information around the **Task** including the date it was created and updated.   ![Task detsails tab](https://docs.sitesoft.com/hs-fs/hubfs/Knowledge%20Base%20Import/Task%20detsails%20tab.png?width=670&height=541&name=Task%20detsails%20tab.png)   ### 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 or Editor** screen.     ![Tasks add note](https://docs.sitesoft.com/hs-fs/hubfs/Knowledge%20Base%20Import/Tasks%20add%20note.png?width=670&height=210&name=Tasks%20add%20note.png)   Type in your notes and click on **Save** once completed.   ![Save Task note](https://docs.sitesoft.com/hs-fs/hubfs/Knowledge%20Base%20Import/Save%20Task%20note.png?width=670&height=242&name=Save%20Task%20note.png)   ### Editing a task   **Editing** the task will bring up the [Task creation dialog box](https://docs.sitesoft.com/knowledge/how-to-create-and-manage-tasks#creatingandassigningatask) 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 ](https://docs.sitesoft.com/hs-fs/hubfs/Task%20delete%20.png?width=670&height=70&name=Task%20delete%20.png) The below dialog box will display.  Click on **Yes** to delete the task or **No** to go back   ![Remove Task](https://docs.sitesoft.com/hs-fs/hubfs/Knowledge%20Base%20Import/Remove%20Task.png?width=457&name=Remove%20Task.png)   ### 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](https://docs.sitesoft.com/hs-fs/hubfs/Knowledge%20Base%20Import/Export%20CSV.png?width=465&name=Export%20CSV.png) 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](https://docs.sitesoft.com/hs-fs/hubfs/Tasks%20selection.png?width=670&height=222&name=Tasks%20selection.png) [**If you need any further help or have any questions, please contact your regional support team:**](Tel:447700162339) - **New Zealand (NZ):** 📧 [support@siteconnect.io](mailto:support@siteconnect.io) 📞 [+64 800 748 763](tel:64800748763) - **Australia (AU):** 📧 [support@siteconnect.io](mailto:support@siteconnect.io) [📞 +61 1300 637 183](tel:611300637183) - **United Kingdom (UK):** 📧 [support.uk@siteconnect.io](mailto:support.uk@siteconnect.io) 📞 [+44 333 043 5727](tel:443330435727) [Tel:447700162339](Tel:447700162339)   - [About SiteConnect](https://docs.sitesoft.com/about-siteconnect?hsLang=en) - [Assets](https://docs.sitesoft.com/assets?hsLang=en#main-content) - [Getting Started With Assets](https://docs.sitesoft.com/assets?hsLang=en#getting-started-with-assets) - [Set Up Your Asset Register](https://docs.sitesoft.com/assets?hsLang=en#set-up-your-asset-register) - [Manage Your Assets](https://docs.sitesoft.com/assets?hsLang=en#manage-your-assets) - [Manage Asset Safety](https://docs.sitesoft.com/assets?hsLang=en#manage-asset-safety) - [Troubleshoot Assets](https://docs.sitesoft.com/assets?hsLang=en#troubleshoot-assets) - [Account](https://docs.sitesoft.com/account?hsLang=en#main-content) - [Company Documents](https://docs.sitesoft.com/account?hsLang=en#company-documents) - [Charts & Graphs](https://docs.sitesoft.com/charts-graphs?hsLang=en) - [Contractors](https://docs.sitesoft.com/contractors?hsLang=en) - [Covid-19 Module](https://docs.sitesoft.com/covid-19-module?hsLang=en) - [Digital Signatures](https://docs.sitesoft.com/digital-signatures?hsLang=en) - [Employees](https://docs.sitesoft.com/employees?hsLang=en#main-content) - [Documents](https://docs.sitesoft.com/employees?hsLang=en#documents) - [Export](https://docs.sitesoft.com/employees?hsLang=en#export) - [Forms](https://docs.sitesoft.com/employees?hsLang=en#forms) - [Form Builder](https://docs.sitesoft.com/form-builder?hsLang=en) - [Hazards/Risks](https://docs.sitesoft.com/hazards-risks?hsLang=en#main-content) - [hazards/risks in mobile app](https://docs.sitesoft.com/hazards-risks?hsLang=en#hazards-risks-in-mobile-app) - [Incidents](https://docs.sitesoft.com/incidents?hsLang=en) - [Inductions](https://docs.sitesoft.com/inductions?hsLang=en) - [Inspections/Audits](https://docs.sitesoft.com/inspections-audits?hsLang=en) - [Messages](https://docs.sitesoft.com/messages?hsLang=en) - [My Pre-Qualifications](https://docs.sitesoft.com/my-pre-qualifications?hsLang=en) - [Notifications](https://docs.sitesoft.com/notifications?hsLang=en) - [TA/JSA/SWMS/RAMS](https://docs.sitesoft.com/ta-jsa-swms-rams?hsLang=en) - [Tasks](https://docs.sitesoft.com/tasks?hsLang=en) - [Templates](https://docs.sitesoft.com/templates?hsLang=en#main-content) - [Hazardous Substances/COSHH](https://docs.sitesoft.com/templates?hsLang=en#hazardous-substances-coshh) - [Documents](https://docs.sitesoft.com/templates?hsLang=en#documents) - [Reporting](https://docs.sitesoft.com/reporting?hsLang=en) - [Sites and Subsites](https://docs.sitesoft.com/sites-and-subsites?hsLang=en) - [Safety Observations](https://docs.sitesoft.com/safety-observations?hsLang=en) - [SiteConnect Mobile App](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#main-content) - [Site Induction](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#site-induction) - [Toolbox Talks](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#toolbox-talks) - [Tasks](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#tasks) - [Troubleshooting](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#troubleshooting) - [Incidents](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#incidents) - [Forms](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#forms) - [Inspections/Audits](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#inspections-audits) - [User Profile](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#user-profile) - [Sign Out](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#sign-out) - [Geofencing](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#geofencing) - [Training](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#training) - [Sites](https://docs.sitesoft.com/sites?hsLang=en#main-content) - [Manage Site](https://docs.sitesoft.com/sites?hsLang=en#manage-site) - [QR Codes](https://docs.sitesoft.com/sites?hsLang=en#qr-codes) - [Toolbox Talks](https://docs.sitesoft.com/sites?hsLang=en#toolbox-talks) - [Task Analysis Documents](https://docs.sitesoft.com/sites?hsLang=en#task-analysis-documents) - [Geofencing](https://docs.sitesoft.com/sites?hsLang=en#geofencing) - [Safety Plan/Phase Plan](https://docs.sitesoft.com/safety-plan-phase-plan?hsLang=en) - [Visitor Kiosk App](https://docs.sitesoft.com/visitor-kiosk-app?hsLang=en) - [SiteConnect Super Admins Only](https://docs.sitesoft.com/siteconnect-super-admins-only?hsLang=en) - [Manage Sign-in and Inductions](https://docs.sitesoft.com/manage-sign-in-and-inductions?hsLang=en#main-content) - [Get started with sign-in and inductions](https://docs.sitesoft.com/manage-sign-in-and-inductions?hsLang=en#get-started-with-sign-in-and-inductions) - [Manage geofencing sign-in and out](https://docs.sitesoft.com/manage-sign-in-and-inductions?hsLang=en#manage-geofencing-sign-in-and-out) - [Troubleshoot sign-in and inductions](https://docs.sitesoft.com/manage-sign-in-and-inductions?hsLang=en#troubleshoot-sign-in-and-inductions) [![SiteConnect Logos (LinkedIn Post)](https://docs.sitesoft.com/hs-fs/hubfs/SiteConnect%20Logos%20(LinkedIn%20Post).png?width=155&height=25&name=SiteConnect%20Logos%20(LinkedIn%20Post).png "SiteConnect Logos (LinkedIn Post)")](https://siteconnect.io/) ###### **Still need help?** We're here if you can't find the answer you're looking for. AU & NZ• support@siteconnect.io • NZ 0800 748 763 • AU 1300 637 183 UK • support.uk@siteconnect.io • +44 333 043 5727 Copyright © 2026, SiteConnect.io Limited ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "caption" : { "@type" : "MediaObject", "contentUrl" : "https://docs.sitesoft.com/media-transcripts/143769288350/en.vtt", "inLanguage" : "en", "name" : "en Captions" }, "contentUrl" : "https://8030145.fs1.hubspotusercontent-na1.net/hubfs/8030145/Creating%20Tasks%20Pub-1.mp4", "dateModified" : "2025-09-04T04:23:04.769Z", "duration" : "PT4M41.045S", "height" : 1080, "name" : "Creating Tasks Pub-1", "thumbnailUrl" : "https://8030145.fs1.hubspotusercontent-na1.net/hubfs/8030145/Creating%20Tasks%20Pub-1.mp4/medium.jpg", "uploadDate" : "2023-11-03T20:48:39.432Z", "width" : 1920 } ```