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Support Home > Products > Procore Mobile (iPhone and iPad) > User Guide > Meetings (iOS) > Tutorials > Create a Business Item (iOS)

Create a Business Item (iOS)

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To add business items that will be discussed in the meeting.


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 items, it is placed into the 'Uncategorized Items' area by default.


  1. Navigate to the Meetings tool on your iOS device.
  2. Tap the meeting you want to add a business item to.
  3. Tap New Item.
  4. Enter the following information:

    • Title: Enter a description for the new business item.
    • Date: Use the calendar to set a due date for the item.
    • Status: Set the status as Open, On Hold, or Closed so responsible parties know whether or not action needs to be taken. The default setting for a new business item is "Open"
    • Category: Select the category for your business item. This field will default to the category you created the item under, or it will default to 'Uncategorized.'
    • Description: Write a description for the business item that describes the item in fuller detail than the title. 
    • Assignment: Select the person(s) to designate responsibility for the item. 
    • Photos: Attach any relevant photos. 



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Last modified
12:56, 31 Aug 2016



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