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Procore (en-GB)

Perform Quick Actions (iOS)

Also available on  android-gray-icon.jpg 

Objective

To perform quick actions for tools from the home screen of the Procore iOS app.

Things to Consider

  • Required User Permissions:
    • 'Read Only' or higher level permissions for one or more tools in the project.
      Note: You may need additional permissions in order to create or upload items for tools. See User Permission Matrix - Mobile for the exact permissions required for specific actions.
  • Additional Information:
    • You can also access a Quick Create function for certain items by tapping Create on the bottom toolbar.

Steps

  1. Open the Procore app on an iOS mobile device and select the relevant project.
    Note: This loads the home screen for the project.
  2. Tap the plus icon-plus-quick-create-mobile.png icon on the tool you want to perform a quick action for.
    Note: Tools that do not have quick actions available do not have a plus icon next to them.
    quick-action.png
  3. Depending on the tool, you will be able to create a new item or generate a new upload. Complete the necessary tasks in the app to complete the action.