This announcement represents a single point in time. Future releases may impact the information below.
Feature Released: April 06, 2023
Connect Meetings with Action Plans
Procore has added the ability to add meetings as records in Action Plans.
When creating an Action Plan, users can request meeting records as a part of an item’s completion. Those performing the Action Plan can attach the requested meetings so that all relevant information is linked to the Action Plan.
Note: New meetings cannot currently be created from a template when they are created from the Action Plan tool.
Request a Meeting as a record:
Add a Meeting as a record: