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Create a Meeting

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Objective

To create a meeting using the project's Meetings tool. 

Background

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. 

Things to Consider

  • Required User Permission:
    • To create a meeting, 'Admin' level permissions on the project's Meetings tool.
    • To be added to the 'Scheduled Attendees' list on a meeting, the person must have a profile in the Project Directory.
    • To view a meeting to which you have been invited, 'Read-Only level permission or higher on the Meetings tool.  
  • Supported Platforms:
    • Procore for Android
    • Procore for iOS
  • Requirements:
    • The meeting must be in agenda mode. This is the default setting when you create a new meeting.  To learn how to convert a meeting to minutes mode, see Convert a Meeting to Minutes Mode

Workflow

Click a box below to view the related tutorial. 

Steps

  1. Navigate to the project's Meetings tool. 
    This reveals the Meeting Agendas/Minutes page.  
  2. Choose from these options:
    • To create a new meeting based on a meeting template, follow the steps in Create a Meeting from a Template.
      OR
    • To create a new meeting, click Create Meeting.



      This opens the Create A New Meeting page. 
  3. In the General tab, complete the data entry as follows:


     
    • ​Meeting #. Indicates the meeting number. When you create a meeting, Procore automatically assigns the first meeting in a series the number one (1). Then, when you create a follow-up meeting, Procore assigns the next meeting in the series the number two (2), and so on. Note: This field does not support the entry of letters, symbols, and leading zeros. 

    • ​​​​​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:

      • Click Attach File(s) and then choose the appropriate option from the shortcut menu that appears.
        OR
      • Use a drag-and-drop operation to move files from your computer into the grey Drag and Drop File(s) box.
    • 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. 

  4. Click Create.
    Notes:

    • 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:

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Last modified
12:51, 7 Jun 2017

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