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Procore

Change the Status of a Task

Objective

To change the status of a task.

Background

When editing a task, you can change its status. If you have completed the work associated with task and want to close it, choose the Closed status. If you want to close a task without completing it because the work is no longer required, choose the Void status.

Things to Consider

  • Required User Permission:
    • To edit any task, 'Admin' level permission on the project's Tasks tool.
      OR
    • To edit a task that you created, 'Standard' level permission or higher on the project's Tasks tool. You can update the task to include any Status.
    • To edit a task for which you are the Assignee, 'Standard' level permission on the project's Tasks tool. You are permitted to update the status to 'Initiated', 'In Progress', or 'Ready for Review', but NOT to 'Closed' or 'Void'.
  • Additional Information:
    • A task's 'Due Date' and 'Status' fields can also be quickly edited from the Tasks display table.
    • You can also change the status of a task when adding a comment. See Add a Comment or Change the Status of a Task.
    • 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 project's Tasks tool. 
    This reveals the project's Tasks page.
  2. Locate the desired task in the display table. 
  3. Click Edit
    This opens the Edit Tasks page.
  4. Select the desired status from the Status list:
    • Initiated: Indicates the task has been created. This is the default status. 
    • In Progress: Indicates work on the task has started. 
    • Ready for Review: Indicates the task is complete and ready for review. 
    • Void: Indicates the task has been voided. 
    • Closed: Indicates the task has been reviewed and the work has been successfully completed. 
  5. Click Save.
    The system updates the status of the task.

See Also

 

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