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

OUTDATED VIDEOS - Removed from Support Site and Certifications

Add a Task (Mobile)

 

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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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
 
Add a Task
 
Resolve a Task - Subcontractor as Collaborator
 
View a Task - Subcontractor as Collaborator
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Add a Task (Mobile)

 

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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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

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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

Distribution List for Tasks (12/12/2024)

The Tasks tool now supports the Distribution List function found across many Procore tools. A default distribution list can also be configured. See Configure Advanced Settings: Tasks and Add a Task for details.

Edit Tasks In Bulk (12/12/2024)

The Tasks tool now supports bulk editing, enabling multiple tasks to be updated simultaneously. This enhancement streamlines task management, allowing quick adjustments across tasks to keep projects on track. See Edit a Task for details.

Assign Tasks to Multiple Users (09/11/2024)

The Tasks tool now allows multiple users to be listed in the Assignee field for a Task. This provides more flexibility in how users collaborate on Task items to ensure items are completed on time.

MODERNIZED Tasks Experience (07/11/2024)   

Procore has released several design and performance updates to the Tasks tool. These updates provide users with a more consistent and optimized experience when searching, navigating, and creating Tasks, as well as when updating settings, making comments or changing the status of a task.