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Procore

Add a Comment to a Task

Objective

How to change the status from a task item and/or comment on a task to request or clarify additional information.

Things to Consider

  • Required User Permissions: 
    • 'Admin' level permissions on the Tasks tool.
      OR
    • 'Standard' level permissions on the Tasks tool AND be an Assignee or Creator of the task.
    • If you are the Creator, you can update the task to include any Status.
    • If you are the Assignee, 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 alternatively change the status of a task when editing it. See Change the Status of a Task.
    • Important! After you post a comment, it becomes a permanent part of the task's history. It cannot be deleted from the task at a later time.

Steps

  1. Navigate to the project's Tasks tool.
  2. Click View next to the Task for which you wish to comment.
  3. Click Add a Comment under the Activity section.
  4. If you want to add a file attachment, click Attach File(s).
    This opens the Attach Files window.
  5. Choose from the following attachment options:
    1. My Computer. Click this option to upload a file from your computer.
    2. Photos. Click this option to attach a file from the project's Photos tool. See Photos (Project Level)
    3. Drawings. Click this option to attach a file from the project's Drawings tool. See Drawings (Project Level)
    4. Documents. Click this option to attach a file from the project's Documents tool. See Documents (Project Level).
  6. Click Attach Files.
  7. Click Post Comment

See Also

 

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