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Tasks

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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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    Web

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

    Mobile

    Add a Task (Mobile)
     

    OUTDATED VIDEOS - Removed from Support Site and Certifications

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    Video content may not accurately reflect the current state of the system, and/or it may be out of date.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    Video content may not accurately reflect the current state of the system, and/or it may be out of date.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    Video content may not accurately reflect the current state of the system, and/or it may be out of date.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    Video content may not accurately reflect the current state of the system, and/or it may be out of date.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    Video content may not accurately reflect the current state of the system, and/or it may be out of date.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    Video content may not accurately reflect the current state of the system, and/or it may be out of date.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    Video content may not accurately reflect the current state of the system, and/or it may be out of date.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

    Web

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

    Mobile

    Add a Task (Mobile)
     

    OUTDATED VIDEOS - Removed from Support Site and Certifications

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    Video content may not accurately reflect the current state of the system, and/or it may be out of date.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

    Tasks

    The following table highlights which user permissions are required to perform the described user action.

    icon-mindtouch-table-mobile.png  - Denotes an action supported in Procore's iOS and/or Android mobile application.

    Task None Read Only Standard Admin
    Add a Comment to a Task   icon-mindtouch-table-mobile.png      icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
    Add a Task  icon-mindtouch-table-mobile.png      icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
    Change the Status of a Task  icon-mindtouch-table-mobile.png      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
    Configure Advanced Settings: Tasks       icon-mindtouch-table-check.png
    Delete a Task  icon-mindtouch-table-mobile.png        icon-mindtouch-table-check.png
    Edit a Task  icon-mindtouch-table-mobile.png      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
    Export a Project's Task List   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
    Search for and Filter Project Tasks  icon-mindtouch-table-mobile.png    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
    View a Task  icon-mindtouch-table-mobile.png    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

    1 Users with 'Standard' level permissions can add comments to tasks they have created or when they have been designated as the task's assignee.

    2 Users with 'Standard' level permissions can only assign tasks to users with 'Admin' level permissions to the Tasks tool.

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

    Recent Changes

    No recent notable changes.