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Procore

Tasks Tool SOP

ACMECONSTRUCTION_SMALL.pngWith the Tasks tool, you can track and manage action items throughout the lifespan of the project.

HIGHLIGHTS Show/Hide  
  • Assign project tasks with due dates to project users.
  • Change the status of project tasks.
  • Integrates with the assignee's My Open Items are on the project's Home page and company's Portfolio tool. 

Company Best Practices/ Intro

Project Managers:

 

Superintendents:

 

 

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

View as: Specialty Contractor as Client | Owner

Report Tool Step By Step Tutorials and "How To's"

Interactive Workflow Diagram 

Click a box below to view the related tutorial.


START
START


Add Task Categories
Add Task Categories


Add a New Task
Add a New Task


Add an Assignee and Send a Notification
Add an Assignee and Sen...


Review and
Close the Task

Review and...


END
END


Add Comment and/or Change the Tasks' Status
Add Comment and/or Cha...
LEGEND
LEGEND
Project Manager
Project Manager
Assignee
Assignee
Procore Admin
Procore Admin


Complete the Task
Complete the Task