Quick Create Items (iOS)

Objective

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

Things to Consider

• Required User Permissions
• To configure what items are created with the quick create  button, see Configure Quick Create Settings.
• Only tools with quick actions have a create  on the tool and are available to configure in the Quick Create settings.

Steps

1. Open the Procore app on an iOS mobile device and select a project.
2. Tap the Overview  screen.
   OR
   Tap the Tools  screen.
3. Tap the quick create  icon and select the item.
   OR
   Tap the create  icon on the tool you want to perform a quick action for.
4. Follow steps to create or upload an item:
   • Announcement
   • Change Event
   • Commitment Purchase Order
   • Site team
   • Site Diary
     • Equipment Register
     • Working Hours Register
     • Notes Register
   • Directory
     • Contact
     • Company
   • Document File
   • Form
   • Incident
   • Inspection
   • Meeting
   • My Time Timecard
   • Observation
     • Manual
     • Quick Capture
   • Defect List
     • Manual
     • Quick Capture
   • RFI
   • Daywork Sheet
   • Task
   • Timesheet
     • New
     • Copy

See Also

• View the Project Dashboard (iOS)
• Configure Tools Screen Preferences (iOS)