Search and Filter My Open Items

My Open Items lists all actionable tasks—such as submittals, RFIs, and inspections—assigned to you.

The items you see depend on your view. At the project level, My Open Items displays tasks exclusive to that specific project. At the company level—via the Consolidated My Open Items Workspace —the list dynamically aggregates open items from across all projects and companies.

• Required User Permissions

• Users who have a large number of open items across many projects may notice longer-than-expected loading times for the My Open Items page. We are working to improve the response time before My Open Items becomes generally available.

1. Navigate to My Open Items.

   • From the My Open Items icon in the navigation bar: Show / Hide Steps

     

   • From the Company Tools Menu: Show / Hide Steps

     1. Navigate to the Company level in Procore.

     2. Click the Company Tools menu.

     3. In the 'Core Tools' section, click My Open Items.

   • From the Portfolio Tool: Show / Hide Steps

     1. Navigate to the Portfolio tool.

     2. Click My Open Items.

   • From the Procore Home: Show / Hide Steps

     1. Navigate to Procore Home.

     2. Click Menu to open the tools menu.

     3. Select My Open Items.

2. Search and Filter

   • Search

     1. Click the search bar and enter your search term to search the following fields:

        • Company Name

        • Project Name

        • Project Number

        • Title

   • Filter

     1. Click the filter icon.

     2. Select your filters from the following options:

        • Company Name

        • Item Type

        • Progress

        • Project Name