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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).

Steps

  1. Navigate to the project's Meetings tool.
  2. Locate the meeting you want to edit. Then click Edit.
  3. Update any of the following fields:

    • 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. 

      The option to edit the meeting # is only available if there is one meeting.

    • ​​​​​Meeting Name: Type a name, title, or descriptive subject line for the meeting.

    • Video Conferencing Link: Copy and paste the video conferencing link for your attendees to access.
      Note: The full URL of the meeting link (starting with https://) must be included in order for it to display as a hyperlink.

    • 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.

    • Finish 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:

      • Click Attach File(s) and then choose the appropriate option from the shortcut menu that appears.
        OR
      • Use a drag-and-drop operation to move files from your computer into the grey Drag and Drop File(s) box.

    • Notes: Enter any additional meeting notes. 
      Note: This field is only available for meetings in 'Minutes' mode. See Convert a Meeting from Agenda to Minutes Mode.

    • 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. 

  4. Click Update. 
    The system saves your changes to the general information and scheduled attendees.
  5. If you want to proceed with editing the Agenda, click the Edit button.
    This places the meeting into edit mode.
  6. In the Meeting tab, update the information in the Agenda section as follows:
  7. Click Done. 
    The system saves your edits to the agenda.