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Procore

Meetings Tool SOP

ACMECONSTRUCTION_SMALL.pngManage all aspects of your project meetings from agenda distribution to post-meeting approval of minutes. Use customizable meeting templates and categories to streamline the entire process. 

HIGHLIGHTS Show/Hide  
  • Create meetings and distribute agendas with attachments to attendees. 
  • Add event reminders to most third-party Calendar programs directly from Procore. 
  • Assign and track the status of action items. 
  • Create and distribute detailed meeting minutes in a consistent and easy-to-ready format. 
  • Automatically carry over outstanding items to the next meeting. 

Company Best Practices/ Intro

Project Managers:

 

Superintendents:

 

 

 

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Meeting Tool Step By Step Tutorials and "How To's"

Tutorials

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Interactive Workflow Diagram

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END
END
START
START

 

 

Create a Meeting
From a Template
Create a Meeting...
Do you want to create a meeting
based on a meeting template?
Do you want to create a meeting...
LEGEND
LEGEND
Optional Step
Optional Step

 

Create a Meeting
Create a Meeting

 

Customize the Meeting Agenda
Customize the Meeting Ag...

 

Create the
 Meeting Agenda
Create the...

 

Add Meeting Categories
Add Meeting Categories

 

Distribute Meeting Agenda
Distribute Meeting Agend...

 

Add Meeting Items
Add Meeting Items

 

Review Meeting Categories
Review Meeting Categorie...

 

Review Meeting Items
Review Meeting Items

 

Convert Meeting
to Minutes Mode
Convert Meeting...

 

Distribute Meeting Minutes
Distribute Meeting Minut...

 

Create a Follow-Up Meeting
Create a Follow-Up Meeti...

 

Add Meeting to Your Personal Calendar
Add Meeting to Your Pers...

 

Record Meeting Attendance
Record Meeting Attendanc...

 

Add Meeting Minutes
Add Meeting Minutes

 

Create Meeting Categories
Create Meeting Categorie...

 

Add Meeting Items
Add Meeting Items

 

Reorder Meeting Categories
Reorder Meeting Categori...
DURING MEETING
DURING MEETING
Are you setting up the Meetings tool for the first time?
Are you setting up the Meetings to...

 

Configure Settings: Meetings
Configure Settings: Meet...

 

View a Meeting
View a Meeting

 

Star Previous Minutes
Star Previous Minutes

 

Edit a Meeting
Edit a Meeting

 

Edit a Meeting Item
Edit a Meeting Item

 

Email a Meeting
Email a Meeting

 

Export a Meeting
Export a Meeting

 

Create a Meeting Template
Create a Meeting Templat...
Company Admin
Company Admin