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Support Home > Products > Procore Mobile (Android) > User Guide > Meetings (Android) > Tutorials > Create a Meeting (Android)

Create a Meeting (Android)

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Objective

To create a meeting using the project's Meetings tool on an Android device.

Things to Consider

  • Required User Permission:
    • To create a meeting, 'Admin' level permissions on the project's Meetings tool.
    • To be added to the 'Scheduled Attendees' list on a meeting, the person must have a profile in the Project Directory.
    • To view a meeting to which you have been invited, 'Read-Only level permission or higher on the Meetings tool.  
  • Supported Platforms:
    • Procore for Android
    • Procore for iOS
  • Requirements:
    • The meeting must be in agenda mode. This is the default setting when you create a new meeting.  To learn how to convert a meeting to minutes mode, see Convert a Meeting to Minutes Mode

Steps

  1. Navigate to the Meetings tool on an iOS device.
  2. Tap the + icon.
  3. Fill out the following fields:


     
    • Title: Type a name or subject for a new meeting.
    • Date: Use the calendar icon to select a date for the meeting.
    • Location: Select a location for the meeting. 
    • Private: Mark this checkbox if you want to restrict viewing of this meeting item in the Meetings log to invitees of the meeting and users with 'Admin' level permissions to the Meetings tool. 
    • Draft: Mark this if you want to keep the meeting in "Draft" mode.
    • Start Time: Enter a start time for your meeting.
    • Finish Time: Enter a finish time for your meeting.
    • Attachments: Tap one of the following options.
      • Choose from Library
        1. Tap the folder from which you would like to upload a photo.
        2. Tap each photo you would like up upload.
        3. Tap Done.
      • Choose from Procore
        1. Tap the album from the project's Photos tool that has the photo(s) you want to include on the inspection.
        2. Tap one or many photos to include.
        3. Tap OK in the top right.
      • Take photo
        1. Take the photo be positioning your device's camera, then tap the camera icon.
          • Tap the menu overflow icon (three vertical dots) to see the following options.
            • Tap the geotag button to turn geotagging off or on.
            • Tap the camera rotate icon to toggle between the front and back camera of your device.
            • Tap the clock icon to to turn time stamps on or off.
        2. Mark up the photo by using the photo markup toolbar, which is similar to the drawings markup toolbar.
        3. Tap Save.
      • Quick Snap
        1. Tap Quick Snap.
        2. Take the photo be positioning your device's camera, then tap the camera icon.
          • Tap the checkmark icon to exit and return to the inspection item.
          • Tap the menu overflow icon (three vertical dots) to see the following options.
            • Tap the geotag button to turn geotagging off or on.
            • Tap the camera rotate icon to toggle between the front and back camera of your device.
            • Tap the clock icon to to turn time stamps on or off.
    • Attendees: Invite attendees by selecting each person from the list. The users in this drop-down are populated from the project Directory. 
    • Overview: Enter a meeting overview. 
  4. Tap Create.

 

 

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Last modified
11:58, 13 Sep 2016

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