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What are Actions?

Explaining project actions

Frank Witte avatar
Written by Frank Witte
Updated over a week ago

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

  • Highlight text

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:

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