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Tasks

  1. Last updated
    Jan 30, 2025
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The Project level Tasks tool allows you to track and manage action items throughout the lifespan of the project.

  • Assign project tasks with due dates to project users
  • Add a comment and change the status of project tasks
  • Integrates with the assignee's My Open Items on the project's Home page and company's Portfolio tool

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Add a Task
Resolve a Task - Subcontractor as Collaborator
View a Task - Subcontractor as Collaborator

OUTDATED VIDEOS - Removed from Support Site and Certifications

Add a Task (Mobile)

 

Subcontractor - Resolve a Task

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Subcontractor - View a Task

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Site Worker - Create a Task (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Configure Tasks Settings

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Add a Task

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Speciality Contractor as Client - Add a Task

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Configure Tasks Settings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Add a Task
 
Add a Task
 
Add a Task
 
Add a Task
 
Add a Task
 
Add a Task
 
Add a Task
 
Add a Task
 
Add a Task
 
Resolve a Task - Subcontractor as Collaborator
 
View a Task - Subcontractor as Collaborator
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Add a Task (Mobile)

 

Subcontractor - Resolve a Task

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Subcontractor - View a Task

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Site Worker - Create a Task (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Configure Tasks Settings

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Add a Task

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Speciality Contractor as Client - Add a Task

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Configure Tasks Settings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

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Tasks

Learn which user permissions are required to perform the described actions in the Tasks tool.

 |  |  The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

Add a Comment to a Task   

 Web     iOS     Android

     icon-mindtouch-table-check.png icon-mindtouch-table-check.png

Users with 'Standard' level permissions can add comments to tasks they created, or are the assignee for.

Add a Task  

 Web     iOS     Android

     icon-mindtouch-table-check.png icon-mindtouch-table-check.png

Users with 'Standard' level permissions can only assign tasks to users with 'Admin' level permissions.

Change the Status of a Task  

 Web      iOS     Android

     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Configure Advanced Settings: Tasks

 Web  

       icon-mindtouch-table-check.png  

Delete a Task  

 Web     iOS     Android

       icon-mindtouch-table-check.png  

Edit a Task  

 Web     iOS     Android

     icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Export a Project's Task List

 Web  

   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Search for and Filter Project Tasks  

 Web     iOS     Android

   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View a Task  

 Web     iOS     Android

   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

 

Below are the notable changes to the project's Tasks tool. 

Recent Changes

email notifications for the tasks tool (02/24/2025)

The Tasks tool now supports email notifications for core events. Users can now configure notifications for events such as task creation, status updates, and comments.

Distribution List for Tasks (12/12/2024)

The Tasks tool now supports the Distribution List function found across many Procore tools. A default distribution list can also be configured. See Configure Advanced Settings: Tasks and Add a Task for details.

Edit Tasks In Bulk (12/12/2024)

The Tasks tool now supports bulk editing, enabling multiple tasks to be updated simultaneously. This enhancement streamlines task management, allowing quick adjustments across tasks to keep projects on track. See Edit a Task for details.

Assign Tasks to Multiple Users (11/09/2024)

The Tasks tool now allows multiple users to be listed in the Assignee field for a Task. This provides more flexibility in how users collaborate on Task items to ensure items are completed on time.

MODERNISED Tasks Experience (11/07/2024)   

Procore has released several design and performance updates to the Tasks tool. These updates provide users with a more consistent and optimised experience when searching, navigating and creating Tasks, as well as when updating settings, making comments or changing the status of a task.