Meetings

The Meetings tool enables you to manage all aspects of your project meetings from agenda distribution to post-meeting approval of minutes. You can use customizable meeting templates and categories to streamline the entire process.

  • Create meetings and distribute agendas with attachments to attendees
  • Add event reminders to most third-party Calendar programs directly from Procore
  • Assign and track the status of action items
  • Create and distribute detailed meeting minutes in a consistent and easy-to-read format
  • Automatically carry over outstanding items to the next meeting

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Web

Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Meeting Settings
 
Meetings Overview (Mobile) - Specialty Contractor
 
View Meetings - Specialty Contractor
 
Create Meetings - Specialty Contractor
 

Meetings Mobile

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - View Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - Create Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Configure Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - Configure Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Superintendent - Meetings (Web)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Superintendent - Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Overview (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Overview (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Meetings: Overview (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Meetings: Overview (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Configure Meeting Settings
 
Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Meetings Mobile

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Meetings - Create Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Meetings - Overview (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Meetings - View Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Meeting Settings
 
Meetings Overview (Mobile) - Specialty Contractor
 
View Meetings - Specialty Contractor
 
Create Meetings - Specialty Contractor
 

Meetings Mobile

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - View Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - Create Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Configure Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - Configure Meetings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Superintendent - Meetings (Web)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Superintendent - Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

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Meetings

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions 

 |  |  The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

What granular permissions are available for the Project level Meetings tool?

 

Action None Read Only Standard Admin Notes

Add a Comment to a Meeting Item

 Web

  

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  • Add Comments to Meeting
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Add a Meeting Category

 Web

  

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  • Manage Meeting Categories

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  • Manage Meeting Categories
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Add a Meeting Item

 Web     iOS     Android

  

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  • Manage Meeting Items

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  • Manage Meeting items
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Add a Meeting To Your Personal Calendar

 Web

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Add a Related Item to a Meeting

 Web

  

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  • Manage Related Items for Meetings

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  • Manage Related Items for Meetings
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Add Meeting Minutes

 Web     iOS     Android

  

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  • Manage Meeting Items

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  • Manage Meeting items
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Configure Advanced Settings: Meetings 

 Web

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Convert a Meeting from Agenda to Minutes Mode

 Web     iOS     Android

  

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  • Update Meeting

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  • Update Meeting
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Create a Follow-up Meeting

 Web

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Create a Meeting

 Web     iOS     Android

  

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  • Create Meeting

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  • Create Meeting
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Delete Any Meeting Comment

 Web

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Delete Own Meeting Comment

 Web

  

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  • Delete Own Comment on a Meeting
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Create a Meeting from a Template

 Web

  

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  • Create Meeting

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  • Create Meeting
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Delete a Meeting

 Web

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Delete a Meeting Category

 Web

  

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  • Manage Meeting Categories

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  • Manage Meeting Categories
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Delete a Meeting Item

 Web

  

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  • Manage Related Items for Meetings

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  • Manage Related Items for Meetings
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Distribute a Meeting Agenda

 Web

  

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  • Distribute Meeting

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  • Distribute Meeting
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Distribute and Redistribute Meeting Minutes

 Web

  

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  • Distribute Meeting

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  • Distribute Meeting
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Edit a Meeting

 Web     iOS     Android

  

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  • Update Meeting

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  • Update Meeting
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Edit a Meeting Item

 Web     iOS     Android

  

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  • Manage Meeting Items

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  • Manage Meeting Items
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Export a Meeting as a PDF

 Web

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Forward a Meeting by Email

 Web

  

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  • Email Meeting

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  • Email Meeting
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Initiate an Email Communication Thread for a Meeting

 Web

   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Any person (even non-Procore users) with the email address for the meeting can initiate a communication thread.

Record Meeting Attendance

 Web     iOS     Android

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Reorder Meeting Categories

 Web

  

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  • Manage Meeting Categories

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  • Manage Meeting Categories
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Reorder Meeting Items

 Web

  

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  • Manage Meeting Items

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  • Manage Meeting Items
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Search for a Meeting

 Web     iOS     Android

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Star Previous Minutes

 Web

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View a Meeting

 Web     iOS     Android

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View Previous Minutes

 Web

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View the Change History of a Meeting

 Web

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Below are the notable changes to the project's Meetings tool. 

Recent Changes

Meetings now Carryover from Project Templates (08/19/2025)

Procore has introduced the automatic carryover of meetings from project templates, addressing a key workflow gap for construction teams. This functionality now allows teams to standardize kickoff processes, reduce repetitive setup work, and ensure no critical agenda items are missed. To learn more, see What gets copied over to a new project from a project template?

modernized Meetings Experience (07/15/2025)

Procore has updated the Meetings tool for enhanced performance and user experience. Users will find a consolidated menu for key actions and a new Activity Feed replacing the previous Comments tab. The rich-text editor now supports tables and improved list formatting, plus there's a new autosave feature for minutes. The Minutes Approval process has also been streamlined, collapsible sections added, and the attendee experience and attachments view improved. These changes aim to make meeting management in Procore more efficient and collaborative. To learn more, see Meetings.

Meetings open beta enhancements (5/25/2025)

Procore has enhanced the Meetings tool experience for customers participating in the Meetings Tool Modernization Open Beta. 

NEW FILTER OPTION FOR MEETING LIST VIEW (03/28/2024)

Procore's Meetings tool now allows you to filter the 'List' view of your meetings by the template field. See Search and Filter Meetings to learn more.