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How to complete tasks via the Web Portal

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

Updated on December 22, 2023
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