---
title: How Managers Can Set Up a New Site in CleanTasker
description: Learn how to set up a new site in CleanTasker, including adding site details, assigning users, uploading documents, and configuring site settings.
---

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2. [Managers](https://help.cleantasker.com/en/knowledge/managers?hsLang=en)
3. [Site Management](https://help.cleantasker.com/en/knowledge/managers?hsLang=en#site-management)

# How Managers Can Set Up a New Site in CleanTasker

## Complete 4-step guide to create and configure sites     

- [  Navigate to Sites: Details Page                                         ](https://help.cleantasker.com/en/knowledge/how-to-set-up-a-new-site-in-cleantasker#Navigate_to_Sites)
- [  Assign Users                             ](https://help.cleantasker.com/en/knowledge/how-to-set-up-a-new-site-in-cleantasker#assign_users)
- [  Upload Site Documents   ](https://help.cleantasker.com/en/knowledge/how-to-set-up-a-new-site-in-cleantasker#upload_site_documents)
- [  Configure Site Settings](https://help.cleantasker.com/en/knowledge/how-to-set-up-a-new-site-in-cleantasker#configure_site_settings)

#### **Overview**

#### This guide walks you through creating and configuring a new site in CleanTasker. The setup process includes four straightforward steps: adding site details, assigning users, uploading documents, and configuring site settings.

#### ** Access Sites and Create New**

1. Click **Sites** in the main navigation bar
2. Click the **Create New** button in the top right corner

#### **[Navigate to Sites: Details Page ](https://help.cleantasker.com/en/knowledge/how-to-set-up-a-new-site-in-cleantasker#Navigate_to_Sites)**

a: Select or Create Client

- Select the **Client** that the site belongs to from the existing client list
- **Choose an existing client** from the list

![](https://help.cleantasker.com/hs-fs/hubfs/undefined-Dec-15-2025-12-51-38-1363-PM.png?width=654&height=355&name=undefined-Dec-15-2025-12-51-38-1363-PM.png)

**If you don't have a client yet: Inline Creation:**

1. Scroll to the bottom of the dropdown list
2. Click the **"Create client"** option or link
3. Enter the **client name** in the popup that appears
4. Click **Create** to add the new client
5. The new client will automatically be selected

**![](https://help.cleantasker.com/hs-fs/hubfs/image-png-4.png?width=670&height=419&name=image-png-4.png)**

#### b: Enter Site Name

1. Click the **Site Name** field
2. Type a clear, descriptive name (e.g., "MCK Shopping Centre - Sydney CBD")  
   ![](https://help.cleantasker.com/hs-fs/hubfs/undefined-Dec-15-2025-11-08-11-2162-AM.png?width=670&height=597&name=undefined-Dec-15-2025-11-08-11-2162-AM.png)

#### c: Search and Select Address

1. Click the **Search Address** field
2. Start typing the site address (e.g., "15 Castlereagh Street, Sydney NSW")
3. Google's autocomplete will show matching suggestions
4. **Click the correct address** from the list
5. All address fields will **automatically populate**:

- - - Street Address
          - Suburb
          - Postcode
          - State
          - Country

![](https://help.cleantasker.com/hs-fs/hubfs/undefined-Dec-15-2025-11-12-17-9861-AM.png?width=670&height=597&name=undefined-Dec-15-2025-11-12-17-9861-AM.png)

#### d: Fine-Tune Location on Map (Optional)

1. Look at the **Google Map** on the right side
2. A red pin marker shows the site location
3. **If you need to adjust it:**

- Drag the red pin to the exact location, OR
- Click directly on the map where the site should be

The **Longitude** and **Latitude** coordinates update automatically

![](https://help.cleantasker.com/hs-fs/hubfs/image-png-Dec-15-2025-03-50-08-9445-PM.png?width=670&height=407&name=image-png-Dec-15-2025-03-50-08-9445-PM.png)

#### e: Add Site Information (Optional)

1. Scroll down to the **Site Info** field
2. Add any additional details about the site (optional)
3. Click **Next** to proceed to the next step

#### ** Assign Users**

1. Click **Add User**.
2. Select the users you want to assign to the site from the list.

**             Note:**  
           Users can also be assigned later through:

- - **Users** settings
    - While creating a new user

![](https://help.cleantasker.com/hs-fs/hubfs/image-png-Dec-15-2025-12-47-29-4980-PM.png?width=670&height=320&name=image-png-Dec-15-2025-12-47-29-4980-PM.png)

### **Upload Site Documents**

1. Click **Create New** under the Site Documents section.
2. Upload the required documents.
3. Enter the document details, including:

- - Document name
    - Category
    - Access roles

![](https://help.cleantasker.com/hs-fs/hubfs/image-png-Dec-16-2025-09-27-00-7177-AM.png?width=670&height=330&name=image-png-Dec-16-2025-09-27-00-7177-AM.png)

 

![](https://help.cleantasker.com/hs-fs/hubfs/image-png-Dec-16-2025-09-28-03-7187-AM.png?width=663&height=556&name=image-png-Dec-16-2025-09-28-03-7187-AM.png)

### **Configure Site Settings**

1. Review the available site settings.
2. Use the toggle buttons to enable or disable the required settings.
3. Save the configuration to complete site setup.

![](https://help.cleantasker.com/hs-fs/hubfs/image-png-Dec-16-2025-09-31-31-0324-AM.png?width=670&height=666&name=image-png-Dec-16-2025-09-31-31-0324-AM.png)

![](https://help.cleantasker.com/hs-fs/hubfs/image-png-Dec-16-2025-09-31-52-5394-AM.png?width=670&height=669&name=image-png-Dec-16-2025-09-31-52-5394-AM.png)

 

 

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