Actions record and connect your work on the Pro platform, helping you centralize information and strengthen internal collaboration. Within a project you can create five types of actions:
Write notes
Upload documents
Log meetings
Assign tasks
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Actions are project specific. You can add as many or as few as you’d like. Actions can also be connected to other data entities within the Pro platform. For example, a meeting can be connected to legislation and a legislator, or document connected to a case.
To learn more about actions please reference the following Help Center articles: