How to create Tasks

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

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

 

Creating & Managing Tasks (4:41)

 

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

 

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

From here you will see the below s:creen.  Click on Add Task to create your first task.

 

 

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

• Task name itself (compulsory field)
• 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)

You can also choose to toggle on Individual Tasks for each Selected User

 

 

This will send a notification for each User this task is assigned to once it has been Saved.

 

Once all of these details have been filled in, you will be able to assign the Task to specific Projects/Sites, Users and add any relevant Files by using the below black boxes.

 

 

 

Once you are happy with the Task itself and who the Task is going to be assigned to then click Save.

 

 

This will then appear in your Tasks list.

 

 

You will see that the Task Status is open and can be toggled to be Completed. If your task has been completed by your employee and this is not been ticked off yet by them, you can toggle this to be Completed manually.

 

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

 

 

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

 

 

 

You can also select Notes up the top of this Task Viewer screen whereby you can add any relevant Notes to the Task by clicking Add Note.

 

 

From here you can then type the message and click Save once completed.

 

 

 

Editing the task will bring up the Task creation dialog box again whereby you can add more Sites or alter the Task details

 

Deleting the Task will give you the option to remove the Task completely.

 

You can also choose to Export your Tasks as a CSV, PDF or XLSX file by clicking the List Menu/Export button next to Add Task.

 

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