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Procore

Create a Meeting (Okland)

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Objective

To create a meeting using the project's Meetings tool. This tool will currently be the standard for all Project Meetings:

  • Subcontractor Meeting
  • Owner/Architect/Contractor (OAC) Meeting
  • Internal Project Team Meetings

 

Meetings Outside of Procore in Okland Internal Form

  • Project Status Reports (PSR) 00PSR
  • Project Kickoff Meeting 01Preconstruction
  • Pre-Install Meetings 55Quality

Background

You can use the Meetings tool to create detailed agendas for your project meetings. The first step in the process is to create the meeting. This process lets you set the date, time, location, and attendees. This process is described in the Steps below. Once the meeting is created, you can move on to create categories (see Create a Meeting Category), which are used to group agenda items into subjects. Then, you can add the individual agenda items (see Add a Meeting Item) to your categories. 

Things to Consider

Steps

  1. Navigate to the project's Meetings tool. 
    This reveals the Meeting Agendas/Minutes page.  
  2. Click Create Meeting.
    This opens the Create A New Meeting page. 
  3. Complete the data entry as follows:

    createmtg2015-06-08_16-09-37.png

    • ​​​​​Meeting Name: Type a name, title, or descriptive subject line for the meeting.

    • Draft Meeting: Mark this checkbox to save the new meeting as a 'Draft.'

    • Meeting Date: Use the calendar control to set the date for a meeting.

    • Private Meeting: Mark this checkbox so that the meeting is only visible to scheduled attendees and users with 'Admin' level permissions to the Meetings tool. 

    • Start Time: Enter a start time for the meeting. Include a.m. or p.m. after the start time.

    • Finish Time: Select an end time for the meeting. Include a.m. or p.m. after the finish time.

    • Meeting Location: The location where the meeting will be held (e.g., Conference Room A, Conference Room B, and so on). 

    • Overview: Enter a meeting summary or description. You can use the controls in the formatting toolbar to format your overview. 

    • Attachments. Attach any relevant files. You have these options:

      • Click Attach File(s) and then choose the appropriate option from the shortcut menu that appears.
        OR
      • Use a drag-and-drop operation to move files from your computer into the grey Drag and Drop File(s) box.

  4. Click Create.

See Also