Consultants & Collaborators - Your Homepage

Hey there! Your homepage is the perfect place for creating all of your project groups and checking out your tasks. 😊

Project Groups

Your homepage will include all of the project groups created for you and the ones you've created. There are 3 different types of project groups that you will see on your homepage; public, private, and system-generated. Click here to learn how to create your project groups, and organize them in the order you want.

To get quick access to your projects, look at the 'Your assigned projects' and click directly into your projects!

Your Tasks

On the right-hand side of the project row, you will see an icon showing you how many tasks you have to complete on that project. For Procore-connected projects, you will see the Procore symbol, along with the tasks you need to complete.

You can click directly on the icon and the task modal will appear.

You can also click on the 'View' button on the right-hand side to see all of your tasks organized by:

Past due, due within 3 days, and others.