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Procore

Star Previous Minutes

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  2. Save as PDF

Objective

To star previous minutes to appear on follow-up meetings.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Meetings tool.
  • Additional Information:
    • A starred minutes entry will show on the meeting and all follow-ups until the star is unmarked.
    • A starred minutes entry will show on the meeting's exported PDF if 'Show Previous Minutes on the PDF' is configured. See Configure Advanced Settings: Meetings.
    • Starred minutes will display in addition to the number of 'previous meeting minutes' configured in your Meetings settings.

Prerequisites

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. Expand the Agenda section.
    TIP: Use the Expand All button to quickly expand all items. 
  5. In the 'Previous Minutes' row, hover next to the date until you see a star icon.
    star-previous-meetings.png
  6. Click the Star icon.