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Tasks

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The Project level Tasks tool allows you to track and manage action items throughout the lifespan of the project.

  • Assign project tasks with due dates to project users
  • Add a comment and change the status of project tasks
  • Integrates with the assignee's My Open Items on the project's Home page and company's Portfolio tool

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Web

Add a Task
 
Resolve a Task - Subcontractor as Collaborator
 
View a Task - Subcontractor as Collaborator
 

Mobile

Add a Task (Mobile)
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Subcontractor - Resolve a Task

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Subcontractor - View a Task

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Create a Task (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Configure Tasks Settings

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Add a Task

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - Add a Task

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Configure Tasks Settings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Add a Task
 
Add a Task
 
Add a Task
 
Add a Task
 
Add a Task
 
Add a Task
 
Add a Task
 
Add a Task
 

Web

Add a Task
 
Resolve a Task - Subcontractor as Collaborator
 
View a Task - Subcontractor as Collaborator
 

Mobile

Add a Task (Mobile)
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Subcontractor - Resolve a Task

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Subcontractor - View a Task

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Create a Task (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Configure Tasks Settings

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Add a Task

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - Add a Task

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Configure Tasks Settings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

 
START
START

 
Add Task Categories
Add Task Categories

 
Add a New Task
Add a New Task

 
Add an Assignee and Send a Notification
Add an Assignee and Sen...

 
Review and
Close the Task
Review and...

 
END
END

 
Add Comment and/or Change the Tasks' Status
Add Comment and/or Cha...
LEGEND
LEGEND
Project Manager
Project Manager
Assignee
Assignee
Procore Admin
Procore Admin

 
Complete the Task
Complete the Task

Tasks

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

icon-mindtouch-table-mobile.png  - Denotes an action supported in Procore's iOS and/or Android mobile application.

Task None Read Only Standard Admin
Add a Comment to a Task   icon-mindtouch-table-mobile.png      icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Add a Task  icon-mindtouch-table-mobile.png      icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Change the Status of a Task  icon-mindtouch-table-mobile.png      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Tasks       icon-mindtouch-table-check.png
Delete a Task  icon-mindtouch-table-mobile.png        icon-mindtouch-table-check.png
Edit a Task  icon-mindtouch-table-mobile.png      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Project's Task List   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search for and Filter Project Tasks  icon-mindtouch-table-mobile.png    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a Task  icon-mindtouch-table-mobile.png    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1 Users with 'Standard' level permissions can add comments to tasks they have created, or when they have been designated as the task's assignee.

2 Users with 'Standard' level permissions can only assign tasks to users with 'Admin' level permissions to the Tasks tool.

Below are the notable changes to the project's Tasks tool. 

Recent Changes

No recent notable changes.