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Support Home > Products > Procore Mobile (Android) > User Guide > Meetings (Android) > Tutorials > Add a Business Item (Andriod)

Add a Business Item (Andriod)

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Objective

Add a business item to a meeting from an Android device.

Background

In Procore, a meeting item (a.k.a., an 'agenda item') is single, distinct topic on a meeting agenda. If you are facilitating a meeting using Procore's Meetings tool, you can add categorized or uncategorized meeting items to any meeting that you create. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the project's Meetings tool.
  • Prerequisites:
    • If you want to organize your meeting items into a specific category, you must first create a category. See Create a Meeting Category. If you do not create or specify a category for a meeting items, it is placed into the 'Uncategorized Items' area by default.

Steps

  1. Navigate to the Meetings tool on your iOS device.
  2. Tap the meeting you want to add a business item to.
  3. Tap New Item.
  4. Enter the following information:

    • Title: Enter a description for the new business item.
    • Date: Use the calendar to set a due date for the item.
    • Status: Set the status as Open, On Hold, or Closed so responsible parties know whether or not action needs to be taken. The default setting for a new business item is "Open"
    • Category: Select the category for your business item. This field will default to the category you created the item under, or it will default to 'Uncategorized.'
    • Attachments
      • Choose From LibraryThis option allows you to select an existing photo from your mobile device's library.
      • Choose From Procore: This option allows you to select an existing photo from your Photos tool in Procore.
      • Take Photo: This option allows you to take a photo and mark it up.
      • Quick Snap: This option allows you to take multiple photos which you can add all at once by tapping Done.
    • Assignment: Select the person(s) to designate responsibility for the item. 
    • Description: Write a description for the business item that describes the item in fuller detail than the title. 

 

 

 

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Last modified
12:56, 31 Aug 2016

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