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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