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Procore

Add Tasks (Android)

Objective

To add tasks on an Android mobile device.

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 can 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. 
      • 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 Tasks tool on an Android mobile device.
    2. Tap Create New (android-create-new.png).
    3. Tap into the following fields to add the relevant information:
      • Take Photo: Tap to add a photo
      • Add Attachment
      • *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: 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 project's Tasks tool. 
    4. Tap Save.

 

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