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Procore

Add a Comment to a Meeting Item

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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:
    • Comments are only added to the Comments tab of a meeting item.
    • 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 Meeting Title.
  3. Click View next to the agenda item.
  4. Click the Comments tab. 
  5. Enter your comment.
  6. Optional: Click Attach File(s) 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 Post Comment.