To create a meeting using the project's Meetings tool.
You can use the Meetings tool to create detailed agendas for your project meetings. The first step in the process is to create the meeting. This process lets you set the date, time, location, and attendees. This process is described in the Steps below. Once the meeting is created, you can move on to create categories (see Create a Meeting Category), which are used to group agenda items into subjects. Then, you can add the individual agenda items (see Add a Meeting Item) to your categories.
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Meeting #: Indicates the meeting number. When you create a meeting, Procore automatically assigns the first meeting in a series the number one (1). Then, when you create a follow-up meeting, Procore assigns the next meeting in the series the number two (2), and so on. Note: This field does not support the entry of letters, symbols, and leading zeros.
Meeting Name: Type a name, title, or descriptive subject line for the meeting.
Private Meeting: Mark this checkbox so that the meeting is only visible to scheduled attendees and users with 'Admin' level permissions to the Meetings tool.
Draft Meeting: Mark this checkbox to save the new meeting as a 'Draft.'
Meeting Date: Use the calendar control to set the date for a meeting.
Timezone: Select a timezone for the meeting.
Start Time: Enter a start time for the meeting. Include a.m. or p.m. after the start time.
End Time: Select an end time for the meeting. Include a.m. or p.m. after the finish time.
Meeting Location: The location where the meeting will be held (e.g., Conference Room A, Conference Room B, and so on).
Overview: Enter a meeting summary or description. You can use the controls in the formatting toolbar to format your overview.
Attachments. Attach any relevant files. You have these options:
Scheduled Attendees: Add meeting attendees by selecting people from this drop-down list. To appear as a selection in this list, a person must have a Procore user profile in the Project Directory. Additionally, if a permission template is applied to the person, the permissions must include 'Read Only' or higher on the Meetings tool.