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Procore

Add or Manage Tasks in a Bid Board Project

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important! TOOL name is determined by dictionary

The Bid Board tool is also known as Portfolio Planning when the Procore for Owners point-of-view dictionary is configured for your company's account.

The following words used in this article will also be different if you have implemented the Procore for Owners point-of-view dictionary:
 

Bid Board Portfolio Planning


To learn more, see What dictionaries and languages are available in the Procore web application?

Objective

To add or manage tasks in a Bid Board project, also known as Portfolio Planning in Procore.

Things to Consider

Steps

  1. Navigate to the Bid Board tool in Procore.
  2. Open the relevant project.

See the steps below for the available actions:

To Add a Task

  1. In the Tasks section, click the add  icon-plus.png icon.
  2. Complete the following information:
    • Description: Enter a description for the task.
    • Due Date: Click to select a due date for the task. 
    • Due Time: Click to select a time for the task to be due. 
    • Assigned to: Click the field to select a user to assign the task to. Click Select to confirm the assignee. 
      Note: The user will receive an email notification to notify them of the task.
  3. Click Create.

To Edit a Task

  1. In the Tasks section, locate the task that you want to edit.
  2. Click the vertical ellipsis icon-ellipsis-vertical.png icon for the task. 
  3. Click Edit.
  4. Update the information for the task as necessary.
  5. Click Save. 

To Delete a Task

  1. In the Tasks section, locate the task that you want to delete.
  2. Click the vertical ellipsis icon-ellipsis-vertical.png icon on the task. 
  3. Click Delete.
    Note: Deleting a task is permanent. 
  4. Click Delete to confirm that you want to permanently delete the task.