Email a Meeting

Objective

To forward a meeting to other Procore users by email. 

Background

You can forward a copy of a meeting's agenda or minutes by email. A meeting can be forwarded to people on the scheduled attendees list, distribution groups, or any person with a profile in the Project Directory. See Add a User Account to the Project Directory.

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 'Email Meeting' granular permission enabled on your permissions template.

Steps

1. Navigate to the project's Meetings tool.
2. Click the arrow next to a meeting to expand the series.
3. Click the meeting's title.
4. Click the vertical  ellipsis icon.
5. Click Email.
   
6. Enter email details.
7. Click Send.

See Also

• Create a Meeting