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Create a Meeting from a Template

 

Objective

To create a new meeting from a company-level meeting template. 

Background

If your Procore Administrator has created reusable meeting templates at the company level (see Create a Meeting Template), you can create new meetings based on those templates in the project's Meetings tool.

If your company has a set of standard meetings with common meeting agendas (e.g., OAC Meetings or Weekly Construction Progress Meetings), creating reusable, meeting templates in the Company level Admin tool provides your project's meeting administrators with an efficient way to reuse boilerplate agenda information when creating meetings with the Project level Meetings tool. 

EXAMPLES

If you are a project meeting organizer who needs to create a new meeting that contains standard agenda items, ask your company's Procore Administrator to work with you to develop meeting templates for:

  • Owner-Architect-Contractor (OAC) Meetings
  • Weekly Construction Progress Meetings
  • Project Kickoff Meetings

Once your company's meeting templates are created, project team members can then use the Steps below to create a meeting based on those templates. 

Things to Consider 

  • Required User Permission:
    • To create a meeting from a template, 'Admin' level permissions on the project's Meetings tool.
  • Requirements:
  • Additional Information:
    • If your company's Procore Administrator updates a company-level meeting template, those changes only affect new meetings based on that template.

Workflow

Click a box below to view the related tutorial. 

Steps

  1. Navigate to the project's Meetings tool. 
    This reveals the Meetings list page.  
  2. Click Create a Meeting from Template.



    This opens the Meeting Template page.
  3. Select a template from the Select a Meeting Template drop-down list.



    Note: The templates in this list are created by your company's Procore Administrator. See Create a Meeting Template.
  4. Click Create.


    The system creates the new meeting based on the selected template and automatically places it in agenda mode.

 

      You can then modify the meeting with information specific to your project as described in Create a Meeting.

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Last modified
07:39, 28 Jun 2017

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