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Procore

Is there a way to see all the open items in Procore assigned to me?

Answer

Yes, there are several ways to see what tasks have been assigned to you in Procore.

Company Portfolio

Users with 'Read Only' level permission or higher on the company's Portfolio tool can click the My Open Items link to view a list of all the tasks that have been assigned to you in the company's projects. See View My Open Items in the Portfolio Tool

company-portfolio-moi.png

Project Home: My Open Items

User's with 'Read Only' level permission or higher on the project's Home page can scroll to the My Open Items area. If you are not seeing an item in your My Open Items list, see Why is the "My Open Items" list not showing tasks that have been assigned to me?

 

Assignment Report

User's with permission to the company's Reports tool can view the Assignment Report that will break down all items assigned to the specific user. Among other things, the report provides the project name, tool, link to the item, and the status of that item. This is a great way to manage all of your action items across your different projects.

 



See Also