Tasks
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The Project level Tasks tool allows you to track and manage action items throughout the lifespan of the project.
- Assign project tasks with due dates to project users
- Add a comment and change the status of project tasks
- Integrates with the assignee's My Open Items on the project's Home page and company's Portfolio tool
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Add a Task
Resolve a Task - Subcontractor as Collaborator
View a Task - Subcontractor as Collaborator
OUTDATED VIDEOS - Removed from Support Site and Certifications
Add a Task (Mobile)
Subcontractor - Resolve a Task
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Subcontractor - View a Task
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Site Worker - Create a Task (Mobile)
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Configure Tasks Settings
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Owner - Add a Task
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Speciality Contractor as Client - Add a Task
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Owner - Configure Tasks Settings
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Add a Task
Add a Task
Add a Task
Add a Task
Add a Task
Add a Task
Add a Task
Add a Task
Add a Task
Resolve a Task - Subcontractor as Collaborator
View a Task - Subcontractor as Collaborator
OUTDATED VIDEOS - Removed from Support Site and Certifications
Add a Task (Mobile)
Subcontractor - Resolve a Task
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Subcontractor - View a Task
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Site Worker - Create a Task (Mobile)
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Configure Tasks Settings
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Owner - Add a Task
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Speciality Contractor as Client - Add a Task
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Owner - Configure Tasks Settings
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Tasks
The following table highlights which user permissions are required to perform the described user action.
- Denotes an action supported in Procore's iOS and/or Android mobile application.
1 Users with 'Standard' level permissions can add comments to tasks they have created or when they have been designated as the task's assignee.
2 Users with 'Standard' level permissions can only assign tasks to users with 'Admin' level permissions to the Tasks tool.
Below are the notable changes to the project's Tasks tool.
Recent Changes
Assign Tasks to Multiple Users (11/09/2024)
The Tasks tool now allows multiple users to be listed in the Assignee field for a Task. This provides more flexibility in how users collaborate on Task items to ensure items are completed on time.
MODERNISED Tasks Experience (11/07/2024)
Procore has released several design and performance updates to the Tasks tool. These updates provide users with a more consistent and optimised experience when searching, navigating and creating Tasks, as well as when updating settings, making comments or changing the status of a task.