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Procore

Permissions

Tasks 

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

Note: Click the Mobile Platform icons in the table to navigate to the relevant support articles.


Task
Permissions Mobile Platform
None Read-only Standard Admin iOS Android Win
Add Comments to Tasks     icon_checkmark_h17.png1 icon_checkmark_h17.png * icon_checkmark_h17.png*  
Add Tasks      icon_checkmark_h17.png2 icon_checkmark_h17.png * icon_checkmark_h17.png*  
Change the Status of a Task      icon_checkmark_h17.png3 icon_checkmark_h17.png * icon_checkmark_h17.png*  
Delete a Task       icon_checkmark_h17.png * icon_checkmark_h17.png*  
Edit Tasks      icon_checkmark_h17.png4 icon_checkmark_h17.png * icon_checkmark_h17.png*  
Search for Tasks    icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png ** icon_checkmark_h17.png**  
Send Tasks       icon_checkmark_h17.png   icon_checkmark_h17.png**  
View Tasks    icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png ** icon_checkmark_h17.png**  

1  'Standard' level users can add comments to tasks that they have created or that they are listed as the Assignee.

2  'Standard' level users can only assign tasks that they have created to themselves or to 'Admin' level users.

3  'Standard' level users who are the Assignee of a task, can change the status to 'Initiated', 'In Progress', or 'Ready for Review', but NOT to 'Closed' or 'Void'.

4  'Standard' level users can only edit tasks that they have created.

 

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