Search for and Filter Tasks (iOS)

Objective

To search for and filter tasks using the Procore app on an iOS mobile device.

Things to Consider

  • Required User Permissions:

    • 'Read Only' or higher permissions on the project's Tasks tool.

Steps

To Search for a Task

  1. Navigate to the Tasks tool on an iOS mobile device.

  2. Tap the Search bar.

    tasks-ios-search-tasks.png

  3. Enter a keyword of phrase. The search will return queries that match:

    • Number

    • Title

    • Description

    • Status

    • Assignee

To Filter the Tasks Log

  1. Navigate to the Tasks tool on an iOS mobile device.

  2. Tap the Filter icon-filter2.png icon.

    tasks-ios-filter-tasks.png

  3. Tap one or more of the following options to set the filters:

    • Status* All* Initiated* In Progress* Ready for Review* Closed* Void

    • Ownership* All* Mine

    • Due Date* Due Date

  4. Tap Apply.
    Note: To view all tasks again, tap the Filter icon-filter2.png icon and then tap Reset All Filters.