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Procore

Configure Advanced Settings: Tasks

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

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View as: Owner

Steps

  1. Navigate to the project's Tasks tool.
  2. Click Configure Settings 
    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.

 

If you would like to learn more about Procore's tasks software and how it can help your business, please visit our construction project management tool product page .