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Procore (en-GB)

Add a Meeting Item

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Objective

To add meeting items to a meeting.

Background

Things to Consider

  • Required User Permission:
    • 'Admin' on the project's Meetings tool.
  • Additional Information:
    • Meeting items are automatically numbered in the order that they are created.
    • If you want to organise your meeting items into a specific category, you must first create a category. See Create a Meeting Category. If you do not create or specify a category for a meeting item, it is placed into the 'Uncategorised Items' area by default.

Steps

  1. Navigate to the project's Meetings tool.
  2. Choose from these options:
    • If have not yet created a new meeting, click Create Meeting. See Create a Meeting.
      OR
    • If you want to add meeting items to an existing meeting, locate the desired meeting in the list. Then click Edit
      This places the meeting into edit mode. 
  3. If you want to create categories to group your agenda items, complete Create a Meeting Category. Then click Add Item.



    This opens the 'Add a Meeting Item' window.
  4. In the 'Add a Meeting' window, do the following: 


     
    • Note: Email notifications are not sent to the assignee of a meeting item. However, the item will appear on their My Open Items list on the project's Home page. See View My Open Items in the Portfolio Tool.
  5. Choose from these options:
    • If you want to save the item, click Save.
      OR
    • If you want to save the item and immediately create the next meeting item, click Save & Create Another
      Note: The Meeting Origin column reflects the meeting number the item was created in.

See Also