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Procore

Tasks - User Permissions (iOS)

Tasks

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   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.

See What granular permissions are available for the Project level Tasks tool? for detailed information.

Tasks Tutorials
Action

None

Read Only

Standard

Admin

Notes

Add comments to a task
Web iOS Android

 

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  • Add Comments to Tasks

  • Edit Tasks

  • Change Task Status

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  • Add Comments to Tasks

  • Edit Tasks

  • Change Task Status

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  • As Creator of the task, Standard users can update the task to any status or add comments.

  • As Assignee for the taskStandard users can add comments or update the status to 'Initiated', 'In Progress', or 'Ready for Review', but NOT to 'Closed' or 'Void.' To change the status to Closed or Void, they require 'Close Assigned Tasks’ enabled.

  • Read Only users can add comments to the tasks they created only if ‘Create Tasks' is enabled.

Add a related item to a task
Web

     

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Add a task
Web iOS Android

 

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  • Create Tasks

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  • Read Only users require 'Create Tasks' enabled to add a task and assign it to Admin level users.

  • Read Only users require both 'Create Tasks' and 'Assign Tasks to Standard Users' enabled to add a task and assign it to users with 'Standard' level permissions.

  • Standard users require 'Assign Tasks to Standard Users' enabled to assign a task to users with 'Standard' level permissions.

Change the status of a task
Web iOS Android

 

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  • Edit Tasks

  • Change Task Status

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  • Edit Tasks

  • Change Task Status

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Read Only users require 'Create Tasks' enabled to change the status of tasks they created.

'Standard' users assigned to a task created by someone can only add comments or edit the status of the task. However, they cannot change a task status to 'Closed' or 'Void' unless they have created the task. To change the status to ‘Closed' or 'Void', they require 'Close Assigned Tasks’ granular permission enabled.

Edit a task
Web iOS Android

 

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  • Edit Tasks

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  • Edit Tasks

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‘Edit Tasks’ allows users to assign tasks to both Standard and Admin users.
Read Only users require 'Create Tasks' enabled to edit the tasks they created.

'Standard' users assigned to a task created by someone can only add comments or edit the status of the task. However, they cannot change a task status to 'Closed' or 'Void' unless they have created the task. To change the status to ‘Closed' or 'Void', they require 'Close Assigned Tasks’ granular permission enabled.

Configure Tasks project settings
Web iOS Android

 

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  • Manage Project-level Task Settings

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  • Manage Project-level Task Settings

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Delete a task
Web iOS Android

 

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  • Delete Tasks

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  • Delete Tasks

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Export a project's task list
Web

 

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Search for tasks
Web iOS Android

 

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Send task notification emails for any task
Web iOS Android

 

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  • Notify About Task Changes

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  • Notify About Task Changes

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Send task notification emails for tasks you created
Web iOS Android

 

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  • Create Tasks

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View any task
Web iOS Android

 

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  • View All Tasks

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  • View All Tasks

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View tasks (Not Private)
Web iOS Android

 

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View a private task that you created or are assigned to
Web iOS Android

   

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View private tasks where you are listed on the distribution list
Web iOS Android

 

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'Read Only' and 'Standard' users can view private tasks if they are the CreatorAssignee, or on the Distribution List.

View the change history of a task
Web iOS Android

 

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  • View Task Change History

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  • View Task Change History

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