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Support Home > Products > Procore > Procore User Guide > Project Level > Meetings > Tutorials > Edit a Meeting

Edit a Meeting

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Objective

To edit a meeting in the project's Meetings tool.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the project's Meetings tool.
  • Mobile:
    • Supported on iOS and Android devices.

Steps

  1. Navigate to the project's Meetings tool.
    The system reveals the Meeting Agenda/Minutes page. 
  2. Locate the desired meeting in the list. Then click Edit.
    This opens the selected meeting in edit mode. 
  3. In the Meeting tab, update the General Information as follows:
    • ​​​​​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 Update. 
    The system saves your changes to the general information and scheduled attendees.

  5. If you want to proceed with editing the Agenda, click the Edit button.
    This places the meeting into edit mode.
  6. In the Meeting tab, update the information in the Agenda area as follows:
  7. Click Done
    The system saves your edits to the agenda.
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Last modified
09:00, 24 May 2017

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