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Creating an Action

How to create a new action

Frank Witte avatar
Written by Frank Witte
Updated over 4 years ago

Actions record and connect your work on the Pro platform, helping you centralize information and strengthen internal collaboration. To create an action:

1.) Click on Projects in the main navigation

2.) Select the project where you'd like to add a action

3.) Click the View Project button

4.) In the project you’ll see three tabs, Overview, Monitoring, and Actions, click Actions

5.) If this is your first action, click + Create Action, decide what action you’d like to create, actions you can choose include:

  • Note

  • Document

  • Meeting

  • Task

6.) Once you’ve decided on what action to create, you can fill in the various fields (text, upload, date, etc.)

7.) In the items field an action can be connected to data on the Pro platform, type the name of legislation, legislators, or cases to connect to your action

8.) Click Save, your new action will appear in the project

To continue adding different actions within the same project, click + Create Action and follow the same process.

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