Permissions

 Important

Some actions that impact this tool are done in other Procore tools.

| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

Icon Mindtouch Table Check Users can take the action with this permission level.

Icon Mindtouch Table Check Gp Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

See What granular permissions are available for the Project level Tasks tool? for detailed information.

Tasks Tutorials
Action

None

Read Only

Standard

Admin

Notes

Add a Task
Web iOS
Android

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  • Create Tasks

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Assign a Task (To Users with 'Admin' Level Permissions)
Web iOS
Android

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  • Create Tasks

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Assign a Task (To Users with 'Standard' Level Permissions)
Web iOS
Android

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  • Assign Tasks to Standard Users

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  • Assign Tasks to Standard Users

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Add Comments to a Task
Web
iOS
Android

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  • Add Comments to Tasks
    OR

  • Change Task Status
    OR

  • Edit Tasks

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  • Add Comments to Tasks
    OR

  • Change Task Status
    OR

  • Edit Tasks

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Add Comments to a Task You Created
Web
iOS
Android

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  • Create Tasks

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Add a Related Item to a Task
Web

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Change the Status of a Task (Any Status)
Web
iOS
Android

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  • Change Task Status
    OR

  • Edit Tasks

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  • Change Task Status
    OR

  • Edit Tasks

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Change the Status of a Task (As Creator, Any Status)
Web
iOS
Android

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  • Create Tasks

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Change the Status of a Task (To ‘Closed' or 'Void')
Web
iOS
Android

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  • Close Assigned Tasks

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  • Close Assigned Tasks

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Users with the granular permission must also be the task's Assignee.

Change the Status of a Task ('Initiated', 'In Progress', or 'Ready for Review')
Web
iOS
Android

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Standard' level users must also be the task's Assignee.

Configure Tasks Project Settings
Web
iOS
Android

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  • Manage Project-level Task Settings

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  • Manage Project-level Task Settings

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Edit a Task (Any)
Web
iOS
Android

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  • Edit Tasks

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  • Edit Tasks

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Edit a Task You Created
Web
iOS
Android

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  • Create Tasks

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Delete a Task
Web
iOS
Android

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  • Delete Tasks

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  • Delete Tasks

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Export a Project's Task List
Web

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Search for Tasks
Web
iOS
Android

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Send Task Notification Emails (Any Task)
Web
iOS
Android

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  • Notify About Task Changes

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  • Notify About Task Changes

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Send Task Notification Emails (Tasks You Created)
Web
iOS
Android

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  • Create Tasks

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View Any Task
Web
iOS
Android

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  • View All Tasks

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  • View All Tasks

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View Tasks (Not Private)
Web iOS
Android

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View Tasks (Private)
Web iOS
Android

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'Read Only' and 'Standard' users can view private tasks if they are the Creator, Assignee, or on the Distribution List.

View the Change History of a Task
Web iOS
Android

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  • View Task Change History

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  • View Task Change History

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