Skip to main content
Procore

Add a Task (iOS)

Also available on   

Objective

To add tasks to the Tasks tool on an iOS 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 iOS mobile device.
  2. Tap the plus (+) icon.
    add-tasks-ios.png
  3. Tap into the following fields to enter 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 title for the task.
    • Status: Select one of the following 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. 
    • Description: Enter a description that further describes the task.
    • 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.

See Also

 

  • Was this article helpful?