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Add a Business Item (Android)

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Objective

Add a business item to a meeting from your 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 item, it is placed into the 'Uncategorized Items' area by default.
  • Additional Information:
    • Meeting items are automatically numbered in the order that they are created.

Steps

  1. Navigate to the Meetings tool on your Android device.
  2. Tap the meeting to which you want to add a business item.
  3. Tap New Item (create-new-android.png).
  4. Tap to enter information into the following fields:
    • Title: Enter a description for the new business item.
    • Date: Use the calendar to set a due date for the item.
    • Location: Tap to select a location for the business item. 
    • Private: Tap the toggle to select or deselect the business item as 'Private.'
      Note: An orange toggle indicates that the item is set to 'Private.'
    • Draft: Tap the toggle to select or deselect the business item as 'Draft.'
      Note: An orange toggle indicates that the item is set to 'Draft.'
    • Start Time: Tap to enter a start time. 
    • Finish Time: Tap to enter a finish time.
    • Attachments: Tap to select one of the following:
    • Choose File: 
      1. Tap the hamburger (≡) button icon to select the location from which you would like to upload a file or photo.
      2. Tap the file or photo(s) you would like to attach.
    • Choose from Procore: Tap to select an existing photo in Procore.
      1. Tap the Procore album from which you want to add a photo.
      2. Tap the photo you want to add. 
      3. Tap OK.
    • Camera: Tap to take a photo to add to the inspection.
      1. Position your device's camera and tap the shutter release button to capture the photo.
      2. Tap Next.
      3. Optional: Tap the markup icon (2017-11-16_16-50-06.png) to access the markup tool bar and add shapes, lines, and text to the photo.
      4. Tap Done.
    • Attendees: Tap to select users who will be attending the business item.
    • Overview: Tap to add an overview or any additional information about the business item.
  5. Tap Save.
     

 

 

 

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