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Procore

Add a Meeting Item (Android)

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Objective

Add an item to a meeting using the Procore app on an Android mobile device.

Background

A Meeting Item (also called an 'agenda item') is a single, distinct topic on a meeting agenda. If you are facilitating a meeting using the Project level Meetings tool, you can add meeting items to any meeting that you create. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Meetings tool.
      OR
    • 'Read Only' level permissions or higher on the project's Meetings tool with the 'Manage Meeting Items' granular permission enabled on your permissions template.
  • Additional Information:
    • You can create meeting categories to organize your meeting items.
    • Email notifications are not sent to the assignee of a meeting item. However, the item will appear on their My Open Items list on the project's Home page. See View My Open Items in the Portfolio Tool.
    • The 'Meeting Origin' column reflects the 'Meeting #' the item was created in.

Steps

  1. Navigate to the Meetings tool using the Procore app on an Android mobile device.
  2. Tap the meeting you want to add an item to.
  3. Tap the Business tab.

    meetings-android-view-business-meeting-items.png
     
  4. Tap + Add a meeting item.
  5. Tap to enter information into the following fields:
    • Title: Enter a title for the new item.
    • Date: Use the calendar to set a due date for the item.
    • Status: Choose a status for the item. 
    • Category: Tap to select a category.
    • Attachments: Tap to add an attachment from your device or take a new photo with your device's camera.
    • Assignment: Tap to select one or more assignees. 
    • Description: Enter a description for the item.
  6. Tap Save.