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Procore

Add Meeting Minutes (iOS)

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Objective

To add meeting minutes to a meeting on an iOS mobile device.

Background

During the meeting you can convert a meeting to minutes mode (see Convert a Meeting to Minutes Mode). Then, use the steps below to add your meeting minutes.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the project's Meetings tool.
  • Prerequisites:
    Before you can add meeting minutes:
    • The meeting must be in 'Minutes' mode. To determine which mode your meeting is in, go to the Meeting Agenda/Minutes page and look at the 'State' column. To convert a meeting from 'Agenda' to 'Minutes' mode, see Convert to Minutes
    • The meeting must have one or more agenda items (a.k.a., 'meeting items'). See Add a Meeting Item. To determine if a meeting has agenda items, got to the Meeting Agendas/Minutes page and then look for a number in the '# Items' column.

      addmtgmin-state-2015-07-07_11-30-55.png

Steps

  1. Navigate to the Meetings tool on an iOS mobile device.
  2. Tap the meeting to which you want to add minutes.
  3. Tap the business item to which you want to add minutes.
  4. Tap the Minutes text box to add minutes to the meeting.

    2018-05-23_15-53-03.png
     
  5. Type your minutes into the text box.
  6. Tap Save
    Note: Your text will be displayed as official documented meeting minutes and will be sent when you distribute the meeting.
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