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Procore

Add a Task (iOS)

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Also available on  android-gray-icon.jpg  web-gray-icon.jpg

Objective

To add tasks to the Tasks tool using the Procore app on an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • To add a task and assign it to user(s) with 'Admin' level permissions, 'Standard' permission on the project's Tasks tool. 
    • To add a task and assign it to user(s) with 'Standard' or 'Admin' level permissions, 'Admin' permission on the project's Tasks tool.
  • Additional Information:
    • Overdue notification summary emails are sent once a day to the Assignee(s) of a task when the task is past due AND in the 'Initiated' or 'In Progress' status. 
    • Overdue emails are NOT sent when a task is in the 'Closed', 'Void' or 'Ready for Review' status.
    • You can configure what items are created with the quick create icon-plus-quick-create-mobile2.png icon, see Configure Quick Create Settings.

Steps

  1. Open the Procore app on an iOS mobile device and select a project.
    Note: This loads the Tools screen for the project.
  2. Tap the quick create icon-plus-quick-create-mobile2.png icon and select Task.
    OR
    Tap the Tasks tool and tap the create icon-plus-quick-create-mobile2.png icon.
  3. Tap to enter information into the following fields as appropriate:
    • 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. 
    • Attachments: 
      • icon-camera-circle-mobile.svg Camera: Tap to take a new photo to add to the task.
      • icon-photo-circle-mobile.png Library: Tap to select an image from your device's photo library or Procore Photos. After you select the photos, click Add or Done.
      • icon-attachment-circle-mobile.svg Files: Tap to add files from your device to the task. 
    • Category: Choose a category for the task.  
    • Due Date: Select a date from the calendar for the task to be due.
      Note: The Due Date field is automatically populated based on the default number of days specified on the Tasks tool's Configure Settings page. See Configure Advanced Settings: Tasks. The due date also respects which days are set as 'working days' for the project. See Set Project Working Days.
    • Assignee(s): Select one or more project users 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, assignee(s) 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 Create.