Learn how to complete tasks assigned to you via the Web Portal
How to Access your Tasks
To complete tasks via the Set Connect Web Portal log into the Web Portal and click on the Profile button in the top right-hand corner of the black bar and then click on My tasks.
A list of tasks assigned to you will display.
How to Add or Remove Files
Click on Edit to add or remove documents or photos
Then click on Add File to add documents or photos or Remove files to delete documents or photos.
You can also add or remove documents by clicking on the View button
Then click on the Files button
How to Add Notes
To add notes click on the View button as above and then click on the Notes tab
Then click on Add Note
Then enter your notes
If you need any further help or have any questions please contact the support team by email setconnectsupport@sitesoft.com