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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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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.
    • Default Distribution List:
      • Users added to this field will be automatically added to the distribution list for all new Tasks created after their addition to the list.
  4. Click Update to save your settings.