Perform Quick Actions (iOS)
Objective
To perform quick actions for tools from the Project Overview 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.
- 'Read Only' or higher level permissions for one or more tools in the project.
- Additional Information:
- You can also access a Quick Create function for certain items by tapping the create
icon on the bottom toolbar.
- You can also access a Quick Create function for certain items by tapping the create
Steps
- Open the Procore app on an iOS mobile device and select a project.
Note: This loads the Project Overview screen for the project. - Tap the plus
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. - 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.