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Procore

Edit a Task

Objective

To edit a task using the project's Task tool. 

Background

Users with 'Admin' level permission on the project's Tasks tool can edit all project tasks. Users with 'Standard' level permission can only edit the project tasks that they created or to which they have been assigned. 

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. Modify the task's General Information by clicking into the following fields:
    Note: An asterisk (*) denotes a required field. 
    • *Number (#).  Enter a number for the task. This is a required field.
      Note: The system assigns numbers to tasks in sequential order and duplicate numbers are NOT permitted.
    • *Title. Enter a descriptive title for the task. This is a required field. 
    • Private. Place a checkmark in this box to make the task private.
      Note: Private tasks are only visible to the task's creator, the Assignee, and users with 'Admin' level permission on the projects Tasks tool. 
    • Assignee. Select a project user from the list. Users must have 'Standard' level permission or higher on the project's Tasks tool. 
    • Status. Select one of the available statuses:
      Note: This field can also be edited from the Tasks display table.
      • 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. 
      • Closed. Indicates the task and review of the work has been successfully completed. 
      • Void. Indicates the task has been voided. 
    • Category: Select a category associated with the task. 
      Note: Task categories are managed at the company level. See Add Task Categories
    • Due Date. Use the calendar control to set a due date for the task. 
      Note: This field can also be edited from the Tasks display table.
    • Description. Type a brief summary describing the task. 
    • Attachments. Click Attach File(s) or use a drag-and-drop operation to attach files to the task. 
  5. Click Save.
    The system updates the task and the Activity area appears at the bottom of the page.

See Also

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