Below are the notable changes to the project's Meetings tool.
Procore has integrated its Meetings tool (web) directly with its Tasks tool. This enhancement enables you to create, assign, and track actionable tasks directly from meeting items. This integration addresses the unstructured tracking of meeting action items that previously led to missed deadlines, duplicated work, and inefficient follow-up. Teams can now receive timely notifications and track progress seamlessly. It streamlines project execution, enhances accountability, and guarantees that every critical action item is addressed.
You can also view and manage tasks in both the Meetings and Tasks tools. Assignees receive notifications for tasks created from meetings. The integration provides a more competitive, integrated workflow compared to Excel and email-based tracking. It increases visibility and accountability for meeting action items. To learn more, see Create and Manage Tasks in the Meetings Tool.
Procore introduced significant enhancements to the Meetings tool export functionality, addressing key user requests for improved efficiency and usability. The Meetings export feature enables you to export attachments to a zip folder, filter for specific meeting items by status, and view a new 'Minutes Approved' column in a cleaner PDF format with hyperlinked video conferencing links.
Procore has introduced the automatic carryover of meetings from project templates, addressing a key workflow gap for construction teams. This functionality now allows teams to standardize kickoff processes, reduce repetitive setup work, and ensure no critical agenda items are missed. To learn more, see What gets copied over to a new project from a project template?
Procore has updated the Meetings tool for enhanced performance and user experience. Users will find a consolidated menu for key actions and a new Activity Feed replacing the previous Comments tab. The rich-text editor now supports tables and improved list formatting, plus there's a new autosave feature for minutes. The Minutes Approval process has also been streamlined, collapsible sections added, and the attendee experience and attachments view improved. These changes aim to make meeting management in Procore more efficient and collaborative. To learn more, see Meetings.
Procore has enhanced the Meetings tool experience for customers participating in the Meetings Tool Modernization Open Beta.
Procore's Meetings tool now allows you to filter the 'List' view of your meetings by the template field. See Search and Filter Meetings to learn more.