Create a Meeting (iOS)

Objective

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

Things to Consider

• Required User Permissions
• The meeting must be in agenda mode. This is the default setting when you create a new meeting. To learn how to convert a meeting to minutes mode, see Convert a Meeting to Minutes Mode. 
• • You can configure what items are created with the quick create  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 iOS mobile device and select a project.
   Note: This loads the Tools screen for the project.
2. Tap the quick create  icon and select Meeting.
   OR
   Tap the Meetings tool and tap the create  icon.
3. Tap into the following fields to enter the appropriate information:
   • Meeting name: Type a name or subject for a new meeting.
   • Date: Use the calendar icon to select a date for the meeting:
   • Start Time: Select a start time for the meeting.
   • End Time: Select an end time for the meeting.
   • Attendees: Select each relevant person from the list. The users in this list are populated from the project Directory. 
     Note: Users with 'Admin' level permissions can add any user to the attendee list.
     Users with 'Standard' level permissions can only add attendees with 'Admin' level permissions.
   • Location: Enter the meeting's location
   • 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. 
   • Overview: Enter a meeting overview.
   • Add Attachments: Add any relevant files or photos.
4. Tap Save.