Skip to main content

Action Plans: Add Meetings as a Record

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: