How do I create a task in Procore?

Creating a task in Procore on your iOS mobile device is a streamlined process designed to help you efficiently assign and track project responsibilities directly from the field.

Understanding Procore Tasks

Procore's Tasks tool is essential for managing daily activities, assigning responsibilities, and ensuring project milestones are met. It allows project teams to keep track of who needs to do what, by when, helping to maintain project flow and accountability across construction projects.

Steps to Create a Task on Your iOS Mobile Device

Follow these straightforward steps to create a new task within the Procore app on your iPhone or iPad:

Quick Guide to Task Creation

1. Open App & Select Project: Launch the Procore app and choose the relevant project.
2. Tap Quick Create: Locate and tap the quick create icon (often represented by a + symbol or similar).
3. Select Task: From the options, choose "Task."
4. Enter Details: Fill in the necessary information, starting with the task's Title.
5. Create Task: Tap the "Create" button to finalize.

Detailed Step-by-Step Instructions

Here's a more in-depth look at each step:

1. Launch the Procore App and Select a Project:

   • Open the Procore app on your iOS mobile device.
   • From your list of projects, select the specific project for which you want to create a task.
   • Note: This action will load the Tools screen for your chosen project, providing access to all project management functions.

2. Access the Quick Create Menu:

   • Look for the quick create icon (typically a large + symbol) usually located at the bottom or top of the screen.
   • Tap this icon to open a menu of quick creation options.

3. Select 'Task':

   • From the quick create menu that appears, tap 'Task'. This will open the new task creation form.

4. Enter Task Information:

   • You will now see various fields where you can enter details for your new task. Tap to enter information into these fields as appropriate.
   • Title: This is a required field. Enter a clear, concise title that accurately describes the task (e.g., "Install Drywall in Unit 301," "Review Submittal 001").
   • Beyond the title, consider these common and helpful fields to fully define your task:

   Field	Description	Importance
   Title	A brief, descriptive name for the task.	Required for clear identification.
   Assignee	The individual or company responsible for completing the task.	Essential for accountability.
   Due Date	The deadline by which the task needs to be completed.	Critical for schedule management.
   Status	The current state of the task (e.g., Open, In Progress, Complete).	Tracks progress effectively.
   Description	Detailed notes, instructions, or context for the task.	Provides clarity and reduces ambiguity.
   Priority	The urgency level of the task (e.g., High, Medium, Low).	Helps prioritize workloads.
   Attachments	Add relevant documents, photos, or other files.	Supports the task with necessary information.
   Location	Specify the physical location within the project where the task applies.	Useful for field teams and reporting.

5. Create the Task:

   • Once you have entered all the necessary details for your task, tap 'Create' (or a similar button, often found at the top right) to save and finalize the task.

Your new task will now be added to your project's task list, accessible to all relevant team members.

Practical Tips for Effective Task Management in Procore

• Be Specific: Always use clear and unambiguous language in task titles and descriptions.
• Assign Responsibly: Assign tasks to specific individuals or companies to ensure clear ownership.
• Set Realistic Deadlines: Establish achievable due dates to manage expectations and project timelines effectively.
• Utilize Attachments: Link relevant drawings, specifications, photos, or documents directly to the task for easy reference.
• Regularly Update Status: Encourage team members to update task statuses as they progress to keep everyone informed in real-time.
• Use Location Tagging: For field tasks, precisely tagging the location can save significant time and prevent errors, ensuring the right work happens in the right place.

Benefits of Using Procore Tasks

Leveraging the Procore Tasks tool offers numerous advantages for construction project management:

• Improved Accountability: Clearly defines who is responsible for what.
• Enhanced Communication: Centralizes task information, reducing miscommunications.
• Better Organization: Keeps all project-related actions neatly cataloged and trackable.
• Streamlined Workflows: Integrates tasks with other Procore tools like Daily Logs, Inspections, and Punch List items.
• Real-time Tracking: Provides up-to-date visibility on project progress from anywhere.

For more information on Procore's task management capabilities, you can visit the official Procore Support page.