How Managers Can Set Up a New Site in CleanTasker

•   Navigate to Sites: Details Page                                         
•   Assign Users                             
•   Upload Site Documents   
•   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 

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

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

b: Enter Site Name

1. Click the Site Name field
2. Type a clear, descriptive name (e.g., "MCK Shopping Centre - Sydney CBD")
   

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

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

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

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

 

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.