Add Site for a Job

In this help article we take you through the steps in allowing defining sites for jobs and tasks via admin setup and also how to assign a site to you jobs. You can skip these first couple of steps if you already have this ticked.


Step 1: Select Admin then Settings





Step 2: Tick Allow defining Sites for Jobs and Tasks then Save



You can find this under the Jobs and Tasks section.



Now we will go through the steps in assigning a Site against a Job. The same steps apply for assigning a Site against a Task.

Note: We are assigning a Site against an existing Job in this example but you can also when creating a new Job.


Step 1: Navigate to All Jobs and select your Job





Step 2: Select Edit



There is no Site currently assigned to this Job.



Step 3: Select Site





Step 4: Select your Site Contact



Note: You will only see your Site Contact here if they are linked to the contact assigned against the Job. Follow this help article on how to link contacts together - Linked Contacts



Step 5: Select Save





As you can see below, the Site is now assigned against the Job.



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