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Add a Meeting Item

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Objective

To add meeting items to a meeting.

Background

In Procore, a meeting item (a.k.a., an 'agenda item') is single, distinct topic on a meeting agenda. If you are facilitating a meeting using Procore's Meetings tool, you can add categorized or uncategorized meeting items to any meeting that you create. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the project's Meetings tool.
  • Prerequisites:
    • If you want to organize your meeting items into a specific category, you must first create a category. See Create a Meeting Category. If you do not create or specify a category for a meeting item, it is placed into the 'Uncategorized Items' area by default.
  • Additional Information:
    • Meeting items are automatically numbered in the order that they are created.
    • You can also grab categories and meeting items by the hamburger (≡) button and use a drag-and-drop operation to position them in the desired order. The system will automatically adjust the categories and meeting items to list in the correct numerical order.

Steps

  1. Navigate to the project's Meetings tool.
    This reveals the Meeting Agendas/Minutes page. 
  2. Choose from these options:
    • If have not yet created a new meeting, click Create Meeting. See Create a Meeting.
      OR
    • If you want to add meeting items to an existing meeting, locate the desired meeting in the list. Then click Edit
      This places the meeting into edit mode. 
  3. If you want to create categories to group your agenda items, complete Create a Meeting Category. Then click Add Item.



    This opens the 'Add a Meeting Item' window.
  4. In the 'Add a Meeting' window, do the following: 


     
    • Title: Enter a descriptive meeting title.

    • Assignment: Type the name of a person to assign that person responsibility for completing the item. When you start typing, the system searches the Project Directory for the person who matches your entry. To be assigned to a meeting item, the person must be added to the Project Directory. See Add a Person to the Project Directory

    • Due Date: Use the calendar control to specify a due date for the meeting item.

    • Status: Set the status as 'Open', 'On Hold', or 'Closed'. This lets the responsible parties designated in the Assignment field know whether or not they need to take additional action. The default setting for a new meeting item is 'Open.'

    • Priority: Set the priority as 'High', 'Medium', or 'Low'. Setting the priority of a meeting items gives responsible parties a better idea about which items should be addressed first, and which items can be addressed last and/or pushed to a follow-up meeting.

    • Category: Select the category for your meeting item. If you create a meeting item in a specific category, they system will display that category by default. Other selections display in alphabetical order. If you have not yet named a category, the selection 'Uncategorized' will display by default.

    • Description: Write a description for the meeting item that describes the item in fuller detail than the title.

    • Attachments. Attach any relevant files. You have these options:

      • 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.
  5. Choose from these options:
    • If you want to save the item, click Save.
      OR
    • If you want to save the item and immediately create the next meeting item, click Save & Create AnotherNote: The Meeting Origin column reflects the meeting number the item was created in.
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Last modified
10:00, 26 Jun 2017

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