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Procore

Configure Advanced Settings: Tasks

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Objective

To configure advanced settings for the Tasks Tool.

Background

Procore's Tasks tool gives you the ability to track and manage action items during a construction project's lifespan. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Tasks tool.

Video

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Steps

  1. Navigate to the project's Tasks tool.
  2. Click Configure Settings icons-settings-gear.png. 
    configure-tasks.png
  3. Configure the following settings:
    • Task Items Private by Default:
      • Select this checkbox to mark task items as 'Private' by default.
    • Default Due Date for Task items:
      • Enter the desired default number of days in which a new task item will be due.
        Note: The due date respects which days are set as 'working days' for the project. See Set Project Working Days.
  4. Click Update to save your settings.