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Procore

Export a Project's Task List

Objective

To export a list of tasks that exist in the project's Tasks tool.

Background

The Tasks tool gives you the ability to track and manage action items during a construction project's lifespan. You can export tasks to a PDF document that lists the general information of each task.

Things to Consider

  • Required User Permission:
    • 'Read Only' or above permissions on the project's Tasks tool.
  • Additional Information:

Steps

  1. Navigate to the project's Tasks tool. 
    The table at the bottom of the page shows all of the tasks that you have access to.
  2. Optional: Use the search bar or filters to locate the tasks you want to export. 
  3. Click Export, then click PDF.
    export-tasks.png
    The system generates a PDF version of the tasks.

See Also

 

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