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Reorder Meeting Items and Categories

Objective

To change the order of meeting items and categories within a meeting in Procore.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the project's Meetings tool.
  • Additional Information:
    • You can drag-and-drop functionality to reorder meeting agendas based on topic and importance.
    • Your "Meeting View" must be set to Category in your advanced settings to see the ability to create categories. See Configure Advanced Settings: Meetings

Steps

  1. Navigate to the project's Meetings tool.
    This reveals the Meeting Agenda/Minutes page. 
  2. Locate the desired meeting in the list and click Edit.
    This opens the Edit Meeting page. 
  3. Scroll to the items section at the end of the meeting's page.
  4. Grab the hamburger (≡) button next to the meeting item or category and use a drag-and-drop operation to move the item or category to the desired position.



    Note: When moving categories, meeting items will disappear. They will reappear under the category once you finish moving it. 
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Last modified
08:19, 13 Mar 2017

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