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Procore

Add Meeting Minutes

 

Objective

To add meeting minutes to a meeting once it is in minutes mode.

Background

During the meeting you can convert a meeting to minutes mode (see Convert a Meeting to Minutes Mode). Then, use the steps below to add your meeting minutes.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the project's Meetings tool.
  • Prerequisites:
    Before you can add meeting minutes:
    • The meeting must be in 'Minutes' mode. To determine which mode your meeting is in, go to the Meeting Agenda/Minutes page and look at the 'State' column. To convert a meeting from 'Agenda' to 'Minutes' mode, see Convert to Minutes
    • The meeting must have one or more agenda items (a.k.a., 'meeting items'). See Add a Meeting Item. To determine if a meeting has agenda items, got to the Meeting Agendas/Minutes page and then look for a number in the '# Items' column.

      addmtgmin-state-2015-07-07_11-30-55.png

Steps

  1. Navigate to the project's Meetings tool.
    This reveals the Meeting Agenda/Minutes page. 
  2. Locate the desired meeting in the list. Then, depending upon which mode the meeting is in, you have these options:
    • If the meeting is in 'Agenda' mode, click View. Then click Convert to Minutes. 
      OR
    • If the meeting is in 'Minutes' mode, click Edit or View.
  3. Scroll to the category that contains the item for which you want to add minutes.
  4. In the 'Official Documented Meeting Minutes' section of that item, click in the (edit) field. 

    add-meeting-min-2.jpg

    This opens a section where you can enter meeting minutes.

    enter meeting mins.jpg
     
  5. Enter all relevant meeting minutes information.
  6. Click Save.
  7. Repeat the steps above for each meeting item. 

See Also

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