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📚How to Complete Tasks via the Web Portal

Follow these steps to access, complete, and manage tasks assigned to you through the Take5 Connect™️ web portal.


Step 1: 🔑 Access Your Tasks

  1. Log into the Take5 Connect™️ web portal.
  2. Click on the Profile button in the top right-hand corner.
  3. Select My Tasks to view the list of tasks assigned to you.

Step 2: 📋 Add or Remove Files

  1. To edit a task, click the Edit button.
  2. Click Add File to upload documents or photos.
  3. To remove a file, click Remove Files.

Step 3: 📝 Add Notes

  1. To add notes, click the View button next to the task.
  2. Select the Notes tab.
  3. Click Add Note to enter your text and save.

📞 Need Help?

For additional support or questions, contact our team at:
📧 Email: support@take5connect.com
📞 Phone (NZ): 0800 582 535