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Procore

Meetings

The Meetings tool enables you to manage all aspects of your project meetings from agenda distribution to post-meeting approval of minutes. You can use customizable meeting templates and categories to streamline the entire process.

  • Create meetings and distribute agendas with attachments to attendees
  • Add event reminders to most third-party Calendar programs directly from Procore
  • Assign and track the status of action items
  • Create and distribute detailed meeting minutes in a consistent and easy-to-read format
  • Automatically carry over outstanding items to the next meeting

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 Tip

To browse and search all Procore training videos, visit our video library.

Web

Configure Meeting Settings
 
Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Meetings Overview (Mobile) - Specialty Contractor
 
View Meetings - Specialty Contractor
 
Create Meetings - Specialty Contractor
 

Meetings Mobile

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - View Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - Create Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Configure Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - Configure Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Superintendent - Meetings (Web)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Superintendent - Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Overview (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Overview (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Meetings: Overview (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Meetings: Overview (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Configure Meeting Settings
 
Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Meetings Mobile

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Meetings - Create Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Meetings - Overview (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Meetings - View Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Configure Meeting Settings
 
Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Meetings Overview (Mobile) - Specialty Contractor
 
View Meetings - Specialty Contractor
 
Create Meetings - Specialty Contractor
 

Meetings Mobile

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - View Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - Create Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Configure Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - Configure Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Superintendent - Meetings (Web)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Superintendent - Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

 

END
END
START
START

 

 

Create a Meeting
From a Template
Create a Meeting...
Do you want to create a meeting
based on a meeting template?
Do you want to create a meeting...
LEGEND
LEGEND
Optional Step
Optional Step

 

Create a Meeting
Create a Meeting

 

Customize the Meeting Agenda
Customize the Meeting Ag...

 

Create the
 Meeting Agenda
Create the...

 

Add Meeting Categories
Add Meeting Categories

 

Distribute Meeting Agenda
Distribute Meeting Agend...

 

Add Meeting Items
Add Meeting Items

 

Review Meeting Categories
Review Meeting Categorie...

 

Review Meeting Items
Review Meeting Items

 

Convert Meeting
to Minutes Mode
Convert Meeting...

 

Distribute Meeting Minutes
Distribute Meeting Minut...

 

Create a Follow-Up Meeting
Create a Follow-Up Meeti...

 

Add Meeting to Your Personal Calendar
Add Meeting to Your Pers...

 

Record Meeting Attendance
Record Meeting Attendanc...

 

Add Meeting Minutes
Add Meeting Minutes

 

Create Meeting Categories
Create Meeting Categorie...

 

Add Meeting Items
Add Meeting Items

 

Reorder Meeting Categories
Reorder Meeting Categori...
DURING MEETING
DURING MEETING
Are you setting up the Meetings tool for the first time?
Are you setting up the Meetings to...

 

Configure Settings: Meetings
Configure Settings: Meet...

 

View a Meeting
View a Meeting

 

Star Previous Minutes
Star Previous Minutes

 

Edit a Meeting
Edit a Meeting

 

Edit a Meeting Item
Edit a Meeting Item

 

Email a Meeting
Email a Meeting

 

Export a Meeting
Export a Meeting

 

Create a Meeting Template
Create a Meeting Templat...
Company Admin
Company Admin

Meetings

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take the action with this permission level AND one or more granular permissions.

What granular permissions are available for the Project level Meetings tool?

 

Action None Read Only Standard Admin Notes

Add a Comment to a Meeting Item

 Web

 

icon-mindtouch-table-check.png

  • Add Comments to Meeting
icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add a Meeting Category

 Web

 

icon-mindtouch-table-check.png

  • Manage Meeting Categories

icon-mindtouch-table-check.png

  • Manage Meeting Categories
icon-mindtouch-table-check.png  

Add a Meeting Item

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Manage Meeting Items

icon-mindtouch-table-check.png

  • Manage Meeting items
icon-mindtouch-table-check.png  

Add a Meeting To Your Personal Calendar

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add a Related Item to a Meeting

 Web

 

icon-mindtouch-table-check.png

  • Manage Related Items for Meetings

icon-mindtouch-table-check.png

  • Manage Related Items for Meetings
icon-mindtouch-table-check.png  

Add Meeting Minutes

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Configure Advanced Settings: Meetings 

 Web

      icon-mindtouch-table-check.png  

Convert a Meeting from Agenda to Minutes Mode

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Update Meeting

icon-mindtouch-table-check.png

  • Update Meeting
icon-mindtouch-table-check.png  

Create a Follow-up Meeting

 Web

      icon-mindtouch-table-check.png  

Create a Meeting

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Create Meeting

icon-mindtouch-table-check.png

  • Create Meeting
icon-mindtouch-table-check.png  

Delete Any Meeting Comment

 Web

      icon-mindtouch-table-check.png  

Delete Own Meeting Comment

 Web

 

icon-mindtouch-table-check.png

  • Delete Own Comment on a Meeting
icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Create a Meeting from a Template

 Web

 

icon-mindtouch-table-check.png

  • Create Meeting

icon-mindtouch-table-check.png

  • Create Meeting
icon-mindtouch-table-check.png  

Delete a Meeting

 Web

      icon-mindtouch-table-check.png  

Delete a Meeting Category

 Web

 

icon-mindtouch-table-check.png

  • Manage Meeting Categories

icon-mindtouch-table-check.png

  • Manage Meeting Categories
icon-mindtouch-table-check.png  

Delete a Meeting Item

 Web

 

icon-mindtouch-table-check.png

  • Manage Related Items for Meetings

icon-mindtouch-table-check.png

  • Manage Related Items for Meetings
icon-mindtouch-table-check.png  

Distribute a Meeting Agenda

 Web

 

icon-mindtouch-table-check.png

  • Distribute Meeting

icon-mindtouch-table-check.png

  • Distribute Meeting
icon-mindtouch-table-check.png  

Distribute and Redistribute Meeting Minutes

 Web

 

icon-mindtouch-table-check.png

  • Distribute Meeting

icon-mindtouch-table-check.png

  • Distribute Meeting
icon-mindtouch-table-check.png  

Edit a Meeting

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Update Meeting

icon-mindtouch-table-check.png

  • Update Meeting
icon-mindtouch-table-check.png  

Edit a Meeting Item

 Web     iOS     Android

 

icon-mindtouch-table-check.png

  • Manage Meeting Items

icon-mindtouch-table-check.png

  • Manage Meeting Items
icon-mindtouch-table-check.png  

Export a Meeting as a PDF

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Forward a Meeting by Email

 Web

 

icon-mindtouch-table-check.png

  • Email Meeting

icon-mindtouch-table-check.png

  • Email Meeting
icon-mindtouch-table-check.png  

Initiate an Email Communication Thread for a Meeting

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Any person (even non-Procore users) with the email address for the meeting can initiate a communication thread.

Record Meeting Attendance

 Web     iOS     Android

      icon-mindtouch-table-check.png  

Reorder Meeting Categories

 Web

 

icon-mindtouch-table-check.png

  • Manage Meeting Categories

icon-mindtouch-table-check.png

  • Manage Meeting Categories
icon-mindtouch-table-check.png  

Reorder Meeting Items

 Web

 

icon-mindtouch-table-check.png

  • Manage Meeting Items

icon-mindtouch-table-check.png

  • Manage Meeting Items
icon-mindtouch-table-check.png  

Search for a Meeting

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Star Previous Minutes

 Web

      icon-mindtouch-table-check.png  

View a Meeting

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View Previous Minutes

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View the Change History of a Meeting

 Web

      icon-mindtouch-table-check.png  

 

Below are the notable changes to the project's Meetings tool. 

Recent Changes

No recent notable changes.