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Procore

Add a Meeting Category (Tucker HiRise)

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  1. Navigate to the project's Meetings tool. 
  2. Locate the meeting you want to create a category for.
  3. Click Edit on the meeting.
  4. At the bottom of the page, click Create Category. If the the 'Meeting View' for the project's Meetings tool is not set to 'Category' please see Configure Advanced Settings: Meetings or send an email to the Project Controls team.
    The 'Add a Category' window appears. 

    add-a-category.png
  5. Enter a name for the new category. 
    Note: If you choose to leave the category name blank, the category will be titled '(edit)'. You can click into this field at any time to rename the category.
  6. Click Create.
    Note: The category is added to the page, and a number is assigned to the category in the order it was created.

    category-opening-business.png
  7. Note that the system automatically creates a category named 'Uncategorized Items'. You can rename the category by typing over the name.
  8. You can reorder categories and meeting items using a drag-and-drop operation. See Reorder Meeting Categories and Items