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Procore

Add a Comment to a Meeting Item

Objective

To add a comment to a meeting item using the project's Meetings tool.

Things to Consider

  • Required User Permissions:
    • 'Standard' level permissions or higher on the project's Meetings tool
      OR
    • 'Read Only' level permissions on the project's Meetings tool with the 'Add Comment to Meeting' granular permission enabled on your permissions template.
  • Limitations:
    • To see a comment, you must open the individual meeting items. Comments are NOT summarized on the Meeting Agenda page.
    • After adding a comment, the system does NOT send automated email notifications to 'Scheduled Attendees' or the person in the 'Assignment' field of the meeting item. 
  • Requirements:
    • A person on the 'Scheduled Attendee' list can submit a comment or approve a meeting item only when the 'Enable Attendee Approval and Comments' setting is turned ON. See Configure Advanced Settings: Meetings.

Steps

  1. Navigate to the project's Meetings tool.
  2. Click the arrow next to a meeting to expand the series.
  3. Click the meeting's title.
  4. Under the Agenda section, click the View Agenda Item icon-eye-show.png icon. 
  5. Under Activity Feed, enter your comment. 
  6. Optional: Click Add Attachment and then choose the appropriate option from the shortcut menu that appears.
    OR
    Use a drag-and-drop operation to move files from your computer into the grey Drag and Drop File(s) box.
  7. Click the send button. 
    add-comment-meetings.png