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Procore

Email a Meeting

Objective

To forward a meeting to other Procore users by email. 

Background

You can forward a copy of a meeting's agenda or minutes by email. A meeting can be forwarded to people on the programmed attendees list, distribution groups or any person with a profile in the Project Directory. See Add a User Account to the Project Directory.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Meetings tool.
      OR
    • 'Read Only' level permissions or higher on the project's Meetings tool with the 'Email Meeting' granular permission enabled on your permissions template.

Steps

  1. Navigate to the project's Meetings tool.
  2. Click the Meeting Title.
  3. Click Email.
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  4. Click Send.