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Procore

Edit a Task (Android)

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Objective

To edit a task from an Android mobile device.

Things to Consider

    • Required User Permission:
      • To edit any task, 'Admin' permission on the project's Tasks tool.
      • To edit a task that you created, 'Standard' or 'Admin' permissions on the Tasks tool. 
        Note: The task can be updated to any status.
      • To edit a task for which you are the Assignee, 'Standard' permission on the Tasks tool.
        Note: The status of the task can be updated 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 the task you want to edit.
    3. Tap Edit
    4. Tap into the following fields to edit the relevant information:
      • Title. Enter a descriptive title for the task. This is a required field. 
      • Number (#).  Enter a number for the task. This is a required field.
      • Due Date. Use the calendar control to set a due date for the task. 
      • Assignee. Select a project user from the list. Users must have 'Standard' level permission or higher on the project's Tasks tool. 
      • Description. Type a brief summary describing the task. 
      • 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. 
    5. Tap Save.

 

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