Support Home > Products > Procore > Procore User Guide > Project Level > Meetings > Tutorials > Distribute and Redistribute Meeting Minutes

Distribute and Redistribute Meeting Minutes

Objective

To distribute meeting minutes to scheduled attendees once the meeting has concluded and minutes have been added to items. 

Background

After a meeting concludes and you have added the minutes, you must convert a meeting to minutes mode (see Convert a Meeting to Minutes Mode). Once its converted, you can distribute the minutes by email to the people and members of the distribution group(s) listed in the meeting's 'Scheduled Attendees' list. Should you update the minutes or have another reason for wanting to redistribute the minutes at a later time, you also have that option. 

Things to Consider

Steps

Distribute Meeting Minutes

  1. Navigate to the project's Meetings tool. 
    This reveals the Meeting Agendas/Minutes page. 
  2. Locate the desired meeting in the list. Then click Edit.



    This opens the meeting in edit mode. 
  3. Click Distribute Minutes.



    A banner appears at the top of the page to confirm that the system is sending a PDF version of the meeting minutes to the people named in the 'Scheduled Attendees' field.

Redistribute Meeting Minutes

If you make edits or additions to your meeting minutes, you can redistribute meeting minutes so attendees can view any changes that you've made.

  1. Navigate to the project's Meetings tool. 
    This reveals the Meeting Agendas/Minutes page. 
  2. Locate the desired meeting in the list. Then click Edit



    This opens the meeting in edit mode. 
  3. Click Redistribute Minutes.



    A banner appears at the top of the page to confirm that the system is sending a PDF version of the meeting minutes to the people named in the 'Scheduled Attendees' field.
You must to post a comment.
Last modified
15:31, 10 Mar 2017

Tags

Classifications

This page has no classifications.