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Procore

Add a Task (Android)

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Objective

To add tasks on an Android mobile device.

Things to Consider

    • Required User Permissions:
      • To add a task and assign it to a user with 'Admin' permission, 'Standard' permissions on the project's Tasks tool. 
      • To add a task and assign it to any project user, 'Admin' permissions the project's Tasks tool.
    • Additional Information:
      • Overdue notifications are emailed in a summary format once a day in the following cases:
        • To an Assignee when a task is in the 'Initiated' or 'In Progress' status and is past due.
        • To a Creator when a task is in the 'Ready for Review' status and is past due.
      • Overdue emails are NOT sent when a task is in the 'Closed' or 'Void' status.

    Steps

    1. Navigate to the Tasks tool on an Android mobile device.
    2. Tap Create New icon-create-new-android.png.
    3. Tap into the following fields to add the relevant information:
      Note: An asterisk (*) denotes a required field.
      • Camera: Tap to take a photo to add to the task.
      • Attachments: Tap to select an existing photo or file to add to the task.
      • Title*: Enter a descriptive title for the task.
      • Status: Select one of the available statuses:
        • Initiated: Indicates the task has been created. 
        • 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 marked as void. 
      • Due Date: Add a due date to the task. 
      • Assignee: Select a project level user from the drop-down menu, or select None if there is no assignee. Assignees must have 'Standard' or 'Admin' permissions on the project's Tasks tool. 
      • Private
        • Tap the toggle ON 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 project's Tasks tool. 
        • Tap the toggle OFF to make the task public to users with permissions to the Tasks tool.
    4. Tap Save.

 

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