1-866-477-6267 (toll-free)
Support Home > Products > Procore Mobile (iPhone and iPad) > User Guide > Meetings (iOS) > Tutorials > Add Meeting Minutes (iOS)

Add Meeting Minutes (iOS)

Also available on 

Objective

To add minutes to a meeting from an iOS device once it is in minutes mode.

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. Tap Meetings from the tools menu in the left navigation.
  2. Tap a meeting you want to add minutes to in the left navigation.
  3. Tap the business item you want to add minutes to.
  4. Under Official Minutes, enter text to document what was said during the meeting.

    mtgmin.png
     
  5. Tap Save(Note: Your text will be displayed as official documented meeting minutes and will be sent when you distribute the meeting.)

     

You must to post a comment.
Last modified
12:18, 15 Sep 2017

Tags

Classifications

This page has no classifications.