Adding a Task Analysis Documents to any existing or additional sites

In this article you will learn how to add a task analysis document to an existing site and keep this for future sites



Please see the below video on how to manage a PDF document for a Task Analysis for any given Site in your account:


Managing TA Documents (1:17)

HubSpot Video

If you need further assistance then please keep on reading....



Adding a Task Analysis to an existing site

Go to the SiteConnect main menu and click on the Templates menu. Then click on Task Analysis Documents.


TA Documents


This will bring up all of the pre existing Task Analysis templates you have in your account


TA preexisting


To add a Task Analysis document to your Sites, click Edit on the Task Analysis you want to add


Edit TA documents


Then click Select Sites in the dialog box that appears.


Select sites TA


Tick the sites that you want to add the Task Analysis document to (you can also search for these using the search bar). Then click Select & Close.


Sites TA Save and Close


Then click Save to add the document to the site.


Save TA


Creating new Task Analysis Documents


To create a new Task Analysis document click New Task Analysis Document on the top of the Task Analysis Documents page.


New TA Document


You will be able to add a Name and multiple Files to this new document by clicking Add Files. You will also be able to select the Sites that this will be assigned to here as well.


New TA


Once this has been completed click Save.


Save TA New


This will then appear in the Task Analysis Documents menu for further use if required.


New TA in menu


For any SiteConnect issues or questions, please contact us at or call us on 64800748763.