View My Open Items

Background

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.

Things to Consider

Steps

  1. Navigate to My Open Items.

    • From the My Open Items icon - my open items icon in the navigation bar: Show / Hide Steps

      screen - my open items in global navigation

    • 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. Optional: Search and Filter Open Items.

  3. Click the title of any open item to view it.

Company Portfolio (Legacy)
  1. Navigate to your company's Portfolio tool.
    The Portfolio page appears. After you create a project, this page lists all the projects in your company's Procore account.

  2. Click My Open Items.
    This reveals the My Open Items page, which lists your open items by Project Name, Item Type, Details, and Status. This list is also sorted by Due Date.
    View Portfolio Open Items

  3. Choose from these options:

    • To navigate to the project's Home page, click the Project Name link.

    • To open the project item, click the Details link.

See Also

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