Action Plans: Add Meetings as a Record

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.

See Also

• Create an Action Plan
• Create a Company Level Action Plan Template
• Create a Project Level Action Plan Template 
• Perform an Action Plan

If you would like to ask questions or share any feedback, please contact support@procore.com.