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Procore

Delete a Meeting Item

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Objective

To delete a meeting item from a meeting in the project's Meetings tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Meetings tool. 
      OR
    • 'Read Only' level permissions or higher on the project's Meetings tool with the 'Manage Meeting Items' granular permission enabled on your permissions template.
  • Additional Information:
    • When you delete a meeting item, the item is permanently removed from the meeting and cannot be retrieved. 

Steps

  1. Navigate to the project's Meeting tool.
  2. Click the arrow next to a meeting to expand the series.
  3. Click the meeting's title.
  4. Under the Agenda section, find the category item you want to delete.
    TIP: Use the Expand All button to quickly expand all items. 
    expand-all-meetings.png
  5. Click the Delete Agenda Item delete-agenda-item.png icon next to category item.
    delete-meeting-item-ui.png
  6. Click Delete to confirm.
    Note: If the Delete Agenda Item delete-agenda-item.png icon is grayed out, you must first change the Status of the meeting item to 'Closed'.
  7. Click Delete to confirm.