Skip to main content
Procore

Workflow

Interactive Workflow Diagram

Click a box below to view the related tutorial.


END
END
START
START



Create a Meeting
From a Template

Create a Meeting...
Do you want to create a meeting
based on a meeting template?
Do you want to create a meeting...
LEGEND
LEGEND
Optional Step
Optional Step


Create a Meeting
Create a Meeting


Customize the Meeting Agenda
Customize the Meeting Ag...


Create the
 Meeting Agenda

Create the...


Add Meeting Categories
Add Meeting Categories


Distribute Meeting Agenda
Distribute Meeting Agend...


Add Meeting Items
Add Meeting Items


Review Meeting Categories
Review Meeting Categorie...


Review Meeting Items
Review Meeting Items


Convert Meeting
to Minutes Mode

Convert Meeting...


Distribute Meeting Minutes
Distribute Meeting Minut...


Create a Follow-Up Meeting
Create a Follow-Up Meeti...


Add Meeting to Your Personal Calendar
Add Meeting to Your Pers...


Record Meeting Attendance
Record Meeting Attendanc...


Add Meeting Minutes
Add Meeting Minutes


Create Meeting Categories
Create Meeting Categorie...


Add Meeting Items
Add Meeting Items


Reorder Meeting Categories
Reorder Meeting Categori...
DURING MEETING
DURING MEETING
Are you setting up the Meetings tool for the first time?
Are you setting up the Meetings to...


Configure Settings: Meetings
Configure Settings: Meet...


View a Meeting
View a Meeting


Star Previous Minutes
Star Previous Minutes


Edit a Meeting
Edit a Meeting


Edit a Meeting Item
Edit a Meeting Item


Email a Meeting
Email a Meeting


Export a Meeting
Export a Meeting


Create a Meeting Template
Create a Meeting Templat...
Company Admin
Company Admin