To create a meeting using the project's Meetings tool.
You can use the Meetings tool to create detailed agendas for your project meetings. The first step in the process is to create the meeting. This process lets you set set the date, time, location, and also to invite the attendees. This process is described in the Steps below. Once the meeting is created, you can move on to create categories (see Create a Meeting Category), which are used to group agenda items into subjects. Then, you can add the individual agenda items (see Add a Meeting Item) to your categories.
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Meeting Name. Type a name, title, or descriptive subject line for the meeting.
Draft Meeting. Mark this checkbox to save the new meeting as a 'Draft.'
Meeting Date. Use the calendar control to set the date for a meeting.
Private Meeting. Mark this checkbox so that the meeting is only visible to invitees and users with 'Admin' level permissions to the Meetings tool.
Start Time. Enter a start time for the meeting. Include a.m. or p.m. after the start time.
Finish Time. Select and end time for the meeting. Include a.m. or p.m. after the finish time.
Meeting Location: The the location where the meeting will be held (e.g., Conference Room A, Conference Room B, and so on).
Overview: Enter a meeting summary or description. You can use the controls in the formatting toolbar to format your overview.
Attachments. Attach any relevant files. You have these options:
Scheduled Attendees. Add meeting attendees by selecting people from this drop-down list. To appear as a selection in this list, a person must have a Procore user profile in the Project Directory.
A banner appear to confirm that the meeting was created and the page title changes to 'Meeting Agenda for <Your Meeting Name>'.
The system automatically adds one (1) category to the meeting (i.e., it is named 'Uncategorized Items'). You can rename this category by typing over the name. You now have these options: