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Procore

Create a Meeting (Android)

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Also available on ios-gray-icon.jpg web-gray-icon.jpg

Objective

To create a meeting using the project's Meetings tool on an Android mobile device.

Things to Consider

  • You can configure what items are created with the quick create icon-plus-quick-create-mobile2.png icon, see Configure Quick Create Settings. 

  • This action can be performed in offline mode. Tasks performed in offline mode sync with Procore once a network connection is reestablished. 

Steps

  1. Open the Procore app on an Android mobile device and select a project.
    Note: This loads the Tools screen for the project.
  2. Tap the quick create icon-plus-quick-create-mobile2.png icon and select Meeting.
    OR
    Tap the Meetings tool and tap the create icon-plus-quick-create-mobile2.png icon.
  3. Fill out the following fields:
    • Title: Type a name or subject for a new meeting.
    • Date: Use the calendar icon to select a date for the meeting.
    • Location: Select a location for the meeting. 
    • Private: Mark this checkbox if you want to restrict viewing of this meeting item in the Meetings log to invitees of the meeting and users with 'Admin' level permissions to the Meetings tool. 
    • Draft: Mark this if you want to keep the meeting in "Draft" mode.
    • Start Time: Enter a start time for your meeting.
    • Finish Time: Enter a finish time for your meeting.
    • Attachments: Tap one of the following options.
      • Choose from Library
        1. ​Tap the folder from which you would like to upload a photo.
        2. Tap each photo you would like up upload.
        3. Tap Done.
      • Choose from Procore
        1. Tap the album from the project's Photos tool that has the photo(s) you want to include on the inspection.
        2. Tap one or many photos to include.
        3. Tap OK in the top right.
      • Take photo
        1. Take the photo be positioning your device's camera, then tap the camera icon.
          • Tap the menu overflow icon (three vertical dots) to see the following options.
            • Tap the geotag button to turn geotagging off or on.
            • Tap the camera rotate icon to toggle between the front and back camera of your device.
            • Tap the clock icon to to turn time stamps on or off.
        2. Mark up the photo by using the photo markup toolbar, which is similar to the drawings markup toolbar.
        3. Tap Save.
      • Quick Snap
        1. Tap Quick Snap.
        2. Take the photo be positioning your device's camera, then tap the camera icon.
          • Tap the checkmark icon to exit and return to the inspection item.
          • Tap the menu overflow icon (three vertical dots) to see the following options.
            • Tap the geotag button to turn geotagging off or on.
            • Tap the camera rotate icon to toggle between the front and back camera of your device.
            • Tap the clock icon to to turn time stamps on or off.
    • Attendees: Invite attendees by selecting each person from the list. The users in this drop-down are populated from the project Directory. 
    • Overview: Enter a meeting overview. 
  4. Tap Create.