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Status Already exists
Workspace PS Web App & Platform
Categories Record Management
Created by Jason Phillips
Created on Nov 24, 2025

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Routine action item creation

There is a significant amount of "routine" action items that are required in a project. Like obtaining a COI or securing the P&P bonds. It would be nice if these routine action items could be put into a template that can be uploaded when the project is created so they don't have to manually input one by one every time a project is created.

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    Michael Peterson
    Nov 25, 2025

    Hi @Guest , today you can use the excel export/import feature to bulk create these types of records. That would be the recommended way to accomplish this task.

    1 reply

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