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Procore (en-GB)

Create a Meeting

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Objective

To create a meeting using the project's Meetings tool. 

Background

You can use the Meetings tool to create detailed agendas for your project meetings. The first step in the process is to create the meeting. This process lets you set the date, time, location and also to invite the attendees. This process is described in the Steps below. Once the meeting is created, you can move on to create categories (see Create a Meeting Category), which are used to group agenda items into subjects. Then, you can add the individual agenda items (see Add a Meeting Item) to your categories. 

Things to Consider

  • Required User Permissions:
    • To create a meeting, 'Admin' permissions on the project's Meetings tool.
    • To be added to the 'Scheduled Attendees' list on a meeting, the person must have a profile in the Project Directory.
      Note: If you are managing user permissions with a permission template, users must be granted 'Read Only' permission or higher on the Meetings tool. See Manage Permission Templates.
    • To view a meeting you have been invited to, 'Read Only' level permissions or higher on the Meetings tool.  
  • Additional Information:
    • The meeting must be in agenda mode. This is the default setting when you create a new meeting. To learn how to convert a meeting to minutes mode, see Convert a Meeting to Minutes Mode

Workflow

Click a box below to view the related tutorial.

Video

 

View as: Superintendent (Ch.1)

Steps

  1. Navigate to the project's Meetings tool. 
  2. Choose from these options:
    • To create a new meeting based on a meeting template, follow the steps in Create a Meeting from a Template.
      OR
    • To create a new meeting, click Create Meeting.

  3. Under Meeting Information, fill in the relevant fields for the new meeting.

create-a-new-meeting.png

  • Video Conferencing Link: Copy and paste the video conferencing link for your attendees to access.
    Note: The full URL of the meeting link (starting with https://) must be included in order for it to display as a hyperlink.
  1. Click Create.

Notes:

    • A banner appears to confirm that the meeting was created and the page title changes to 'Meeting Agenda for '.

    • The system automatically adds one (1) category to the meeting (i.e., it is named 'Uncategorised Items'). You can rename this category by typing over the name. You now have these options:

See Also