"My Open Items" across multiple companies
As an engineer who is a participant in multiple companies' Procore systems, it would be amazing to have a "My Open Items" function that worked across all your companies instead of needing to view it one company at a time.
Dylan Lopez commented
I agree with Tom this would be nice. It could show the items that we are included on the distribution for as well as the items that are in our court.
Tom Taylor commented
As an Architect with 5+ projects that all use Procore, I would very much like to see one dashboard with all my RFI's and Submittals. It would, also, be helpful if they could be arranged by project and/or by due date. This should be the first screen that pops up after logging in.
Deanna Harris commented
I think each user should have a dashboard showing all their open items for all their projects on one screen, and there should be editable fields next to each open item, where the user can type private or sharable notes. The notes fields should be editable on the dashboard without needing to click to a different screen to type the note. The fields should also have the option to color code, like cells in an excel spreadsheet. Maybe there could be an open "To-do"s space on the dashboard where the user could drag and drop the items that they would like to try to get done that day or week for example. Maybe the email reminders could look similar to the user's dashboard layout.
katelyn gluth commented
Having the ability to see all the items you are in at the Portfolio page would help double clicking into items. For example: going to the project and finding the task item you are listed in. On the Portfolio page you can click the item and it will bring you to the project and item assigned to you.
Jim Wiese commented
I agree there should be a summary of "my open items" that shows all companies and projects in one location for Architects and Engineers. I could see this being useful for sub-contractors as well.