This announcement represents a single point in time. Future releases may impact the information below.
Feature Released: April 26, 2023
Connect Forms to Action Plans
Procore has added the ability to add Forms as references and records in Action Plans.
When creating an Action Plan, users can include Procore forms as references, providing additional context for those performing an Action Plan. Users can also request completed forms as records as a part of an item’s completion.
Add Forms as a Reference
Add Forms as a Record
- Create an Action Plan
- Perform an Action Plan
- Create a Company Level Action Plan Template
- Create and Edit a Project Level Action Plan Template
If you would like to ask questions or share any feedback, please contact firstname.lastname@example.org.