Create a Follow-up Meeting
Objective
To create a follow-up meeting based on an existing meeting that already took place.
Background
In Procore, you can create follow-up meetings when you want to discuss recurring topics or previous meeting topics that were not closed on in an earlier meeting. When you create a follow-up meeting, the system copies the source meeting into the new follow-up meeting.
Example
- Create Recurring Meetings such as Pre-Construction Meeting, Daily Project Meeting, Weekly Construction Progress Meeting and so on.
- Create Follow Up Meetings to continue the discussion and resolve any open items such as at an OAC Meeting or a Safety Meeting.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Meetings tool.
- 'Admin' level permissions on the project's Meetings tool.
- Additional Information:
- The follow up meeting's title, time, location and overview sections default to the information from the original meeting.
- All fields can be edited in a follow-up meeting except for the title of the meeting.
- The maximum number of follow-up meetings that can be created on an individual meeting is 475. When the max number of follow-up meetings has been reached, users will receive a prompt alerting them to create a new meeting to hold subsequent follow-up meetings.
- Any 'Open' or 'On Hold' business items on the source meeting are copied to the new follow-up meeting. To prevent a business item from carrying over to a follow-up meeting, update the status of the item to 'Closed'.
- The 'Meeting #' on follow-up meetings cannot be edited.
Prerequisites
- To create a follow-up meeting from an existing meeting, the existing meeting must be in minutes mode. See Convert a Meeting to Minutes Mode.
Steps
- Navigate to the project's Meetings tool.
- Click the Meeting Title.
- Click Follow-up Meeting.
- Edit the Meeting as needed.
Tip
Update the Meeting Date and Due Dates in the new follow-up meeting. - Click Save.