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Procore

Create a Meeting from a Template (Tucker HiRise)

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  1. Company-standard meeting templates have been configured and new meetings should be created based on those templates in the project's Meetings tool whenever possible. If you have recurring need to create a meeting of a non-standard type, please reach out to the Tucker HiRise Project Controls department for further assistance. The steps below will show you how to create a new meeting from a company standard template.
  2. Navigate to the project's Meetings tool. 
  3. Click Create a Meeting from Template in the Sidebar.

    btn-create-meeting-from-temp.png
     
  4. 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.
  5. Click Create.

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

    edit-template-view1.jpg

 

  1.    Modify the meeting with information specific to your project as described in Create a Meeting.