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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.

 

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 .