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Procore

Add a Meeting Item (Android)

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Objective

Add an item to a meeting from your Android mobile 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' 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 you want to add an item to.
  3. Tap the Business tab.


     
  4. Tap + Add a meeting item.
  5. Tap to enter information into the following fields:
    • Title: Enter a title for the new item.
    • Date: Use the calendar to set a due date for the item.
    • Status: Choose a status for the item. 
    • Category: Tap to select a category.
    • Attachments: Tap to add an attachment from your device or take a new photo with your device's camera.
    • Assignment: Tap to select one or more assignees. 
    • Description: Enter a description for the item.
  6. Tap Save

 

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