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Procore

Edit a Meeting


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Objective

To edit 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 'Update Meeting' granular permission enabled on your permissions template.
      Note: Users with this level of permission can only update meetings that they have access to view (either that the user created, private meetings the user is an attendee for, or public meetings that the user has access to).
  • Additional Information:

Steps

  1. Navigate to the project's Meetings tool.
  2. Click the Meeting Title.
  3. Click Edit. 
  4. Update the meeting information, then click Save. 
  5. Make updates to your agenda as needed.
  6. Click Save.