Action Plans: Add Forms as References and Records

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.

See Also

• 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 support@procore.com.