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Procore (en-GB)

Add a Comment to a Meeting Item

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Objective

To add a comment to a meeting item using the project's Meetings tool.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions on the project's Meetings tool. 
  • Limitations:
    • Comments are only added to the Comments tab of a meeting item.
    • To see a comment, you must open the individual meeting items. Comments are NOT summarised on the Meeting Agenda page.
    • After adding a comment, the system does NOT send automated email notifications to 'Scheduled Attendees' or the person in the 'Assignment' field of the meeting item. 
  • Requirements:
    • A person on the 'Scheduled Attendee' list can submit a comment or approve a meeting item only when the 'Enable Attendee Approval and Comments' setting is turned ON. See Configure Advanced Settings: Meetings.

Steps

  1. Navigate to the project's Meetings tool.
  2. Locate the meeting you want to view.
  3. Click View.
  4. Locate the meeting item you want to add a comment to.
  5. Click View. 
  6. Click the Comments tab. 
    This reveals the 'Leave a Comment' box. 
  7. Complete the following:

    • Leave a Comment: Type a comment in the space provided. 

    • Attachments. Attach any relevant files. You have these options:

      • Click Attach File(s) and then choose the appropriate option from the shortcut menu that appears.
        OR
      • Use a drag-and-drop operation to move files from your computer into the grey Drag and Drop File(s) box.
  8. Click Post Comment. 
    This adds your entry to the 'Comments' area at the bottom of the Comments tab. The system does NOT send an automated email notification about the comment to the people on the Programmed Attendees list.