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Procore

Create a Meeting from a Template (Okland)

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Objective

To create a new meeting from a company-level meeting template. Okland maintains the company library with all templates for individual projects to use.

Background

Okland has a set of standard meetings with common meeting agendas, creating an efficient way to reuse boilerplate agenda information when creating meetings with the Project level Meetings tool. 

CURRENT TEMPLATES AVAILABLE

If you are a project meeting organizer who needs to create a new meeting that contains standard agenda items, ask your company's Procore Administrator to work with you to develop meeting templates for:

  • 3D Coordination
  • Owner, Architect, Contractor (OAC) Meetings
  • Subcontractor Coordination Meeting
  • Weekly Staff Meeting
  • Membrane Roofing Prepatory Meeting
  • Pre-Installation Meeting

Things to Consider 

  • Required User Permission:
    • To create a meeting from a template, 'Admin' level permissions on the project's Meetings tool.
  • Additional Information:
    • If your company's Procore Administrator updates a company-level meeting template, those changes only affect new meetings based on that template.

Steps

  1. Navigate to the project's Meetings tool. 
    This reveals the Meetings list page.  
  2. Click Create a Meeting from Template.

    btn-create-meeting-from-temp.png

    This opens the Meeting Template page.
  3. Select a template from the Select a Meeting Template drop-down list.

    select-template.png

    Note: The templates in this list are created by your company's Procore Administrator. See Create a Meeting Template.
  4. Click Create.

    select-temp-create.png
    The system creates the new meeting based on the selected template and automatically places it in agenda mode.

    edit-template-view1.jpg

 

      You can then modify the meeting with information specific to your project as described in Create a Meeting.