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Procore

Edit a Task (iOS)

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Objective 

To edit tasks from an iOS mobile device.

Things to Consider 

  • Required User Permissions:
    • To edit any task, 'Admin' level permissions on the project's Tasks tool.
    • To edit a task that you created, 'Standard' or 'Admin' level permissions on the project's Tasks tool. 
      Note: You can update the task to any Status.
    • To edit a task for which you are an Assignee, 'Standard' level permissions on the project's Tasks tool.
      Note: You are permitted to update the status to 'Initiated', 'In Progress', or 'Ready for Review', but NOT to 'Closed' or 'Void'.
  • Additional Information:
    • You can also change the status of a task when adding a comment. 
    • When a task is placed into the Void or Closed status, the system will no longer send automated email notifications for that task. 

Steps

  1. Navigate to the Tasks tool on an iOS mobile device.
  2. Tap the task you want to edit.
  3. Tap Edit. 
  4. Tap into a field to edit the relevant information.
  5. Tap Save.
 Tip

If required fields are empty, click Fix Errors to go to the first empty field. Click Next Field or Previous Field to view other empty required fields.

After the required fields have been entered, you will be able to create or save the form.