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Action Plans: Templates Now Available! Get started with just a few clicks

Feature Release|January 8, 2025

Are you ready to save time, reduce rework and maximize your use of the Action Plans tool?

Whether you're new to Action Plans, or looking for more ways to simplify your processes, our newly crafted templates are tailored to empower you to take action, with reduced administrative burden. Leverage these templates as a jump start to hit the ground running and seamlessly collaborate and execute on these plans from a centralized location. Head over to Action Plans now and explore the new templates:

  • 3 Phase Quality Plan

  • Project Closeout

  • Preconstruction/Construction Handoff

  • Concrete Pour(s) Plan

  • Project Development

To view and make changes to these new templates, simply go to the Company level Admin tool, then under ‘Tool Settings,’ click on Action Plans! Since Action Plan templates at the Company level are automatically available across all projects, Project level templates can also be created from these Company level templates.

To learn more, visit our support site

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