Create a Meeting Category (Okland)
Objective
To create a category to group the individual meeting items on your agenda. These are the headers that separate major Talking Points.
- See Example OAC Meeting Set Up, Weekly Sub Meeting, and Set Up for reference to Category options.
Background
If your project's Meetings tool is set to the 'Category' meeting view, you can create one or more meeting categories to organize your meeting items into. There is no limit to the number of categories or meeting items that you can create for a meeting.
Example
- For a pre-construction meeting, you might want to organize meeting items into categories such as: Introductions, Contract Information, Prevailing Wage and Billing Procedures, Background Checks, and Permits.
- For a construction progress meeting, you might want to organize meeting items into categories such as: Preparation Activities, Contractor Progress Statements, and Payment Issues.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Meetings tool.
OR - 'Read Only' level permissions or higher on the project's Meetings tool with the 'Manage Meeting Categories' granular permission enabled on your permissions template.
- 'Admin' level permissions on the project's Meetings tool.
- Additional Information:
- Procore automatically creates a category named 'Uncategorized Items'. You can rename the category by typing over the name.
- You can reorder categories and meeting items.
Steps
- Navigate to the project's Meetings tool.
- Click the Meeting Title.
- Under the 'Agenda' section, click Create Category.
- Enter a name for the new category.
- Click Create.
- You can rename categories by clicking the category name and entering a new name.