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Procore (en-CA)

Add a Task (iOS)

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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 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 notification summary emails are sent once a day to the Assignee 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.

Steps

  1. Navigate to the Tasks tool using the Procore app 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: 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: 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.