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Procore

Add Task Categories

Objective

To add custom categories that can be assigned to project level task items.

Things to Consider

Required User Permission: 'Admin' level permission on the company's Admin tool.

Steps

  1. Navigate to the company level Admin tool. 
    This reveals the Company Settings page.
  2. Under Administrative Settings, click Task Tool Configure.
  3. Enter the desired new category into the text box.

    2018-05-23_16-21-59.png
     
  4. Click Create to add the new category. 
    This category can now be assigned to a project level task.

Next Steps

  1. Add a Task
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