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Categories Workflow
Created by Robert Brown
Created on Nov 20, 2025

Pre-Assign Users in a workflow prior to sending the submittal.

The Ball in Court is a step in the right direction, but it is not complete. It still lacks the ability to assign the tasks / roles to people. Yes you could create a new workflow for each submittal for each job, but that is a lot of extra work. Procore allow you to create or use a workflow template and then assign the users at the submittal level. i.e. The engineer is always the same, but each submittal might have a different submitter. The current method still requires an excessive amount of babysitting the submittal through its cycle.