Add or Manage Project Tasks in Procore Estimating

• Required User Permissions:

  • 'Estimator' or higher level user role. See What are the different 'user roles' in Procore Estimating?

• Additional Information:

  • Deleted tasks cannot be recovered.

The following actions are available:

• Add a Task

• Mark a Task as Complete

• Edit a Task

• Delete a Task

To add a task

1. Navigate to the Projects tab of Procore Estimating.

2. In the Tasks section, click + Add New.

3. Complete the following for the new task:
   
   
   

   • Description: Enter a description for the task.

   • Due Date: Click the calendar icon to select a due date for the task.

   • Due Time: Click the clock icon to select a time for the task to be due.

   • Assigned to User: Click the field to select a user to assign the task to. Click Select to confirm the assignee.

4. Click Create to confirm the creation of the task.

To mark a task as complete

1. Navigate to the Projects tab of Procore Estimating.

2. In the Tasks section, locate the task you want to mark as complete.

3. Mark the checkbox on the task.
   
   
   

4. The task shows as completed and is removed from the total number of tasks.
   
   

To edit a task

1. Navigate to the Projects tab of Procore Estimating.

2. In the Tasks section, locate the task you want to edit.

3. Click the vertical ellipsis icon on the task.

4. Click Edit.

5. Update the task as necessary.

6. Click Save.

To delete a task

1. Navigate to the Projects tab of Procore Estimating.

2. In the Tasks section, locate the task you want to delete.

3. Click the vertical ellipsis icon on the task.

4. Click Delete.
   Note: Deleting a task is permanent.

5. On the confirmation window, click Delete.