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Procore

Add Tasks (iOS)

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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 any project user, 'Admin' permissions the project's Tasks tool.
    • To add a task and assign the task to yourself or to a user with 'Admin' level permission, 'Standard' or 'Admin' permissions on the project's Tasks tool. 
  • Additional Information:
    • The system does NOT permit you to delete a task. However, you can change its status to Closed or Void. See Change the Status of a Task.
    • 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
    • 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.

See Also

 

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