View a Meeting
Objective
To view a meeting in the project's Meetings tool.
Things to Consider
- Required User Permissions:
- To view a meeting, 'Read Only' level permissions or higher on the project's Meetings tool.
- To view a meeting marked 'Draft Meeting' or 'Private', you must have:
- 'Admin' level permissions on the project's Meetings tool.
OR - 'Read Only' or 'Standard' level permissions on the project's Meetings tool and the user must be added to the 'Scheduled Attendees' list.
- 'Admin' level permissions on the project's Meetings tool.
- Additional Information:
- Some image attachments may include the option to view them in a map view based on the files' GPS coordinates. See Which Procore tools let me view digital image attachments in a map view?
Video
Steps
- Navigate to the project's Meetings tool.
This reveals the Meetings list page.
Note: Meetings are organised into meeting sets that can be expanded or collapsed by clicking on the caret (>) to the left of the meeting title.
- Locate the desired meeting. Then click View.
The system reveals the selected meeting's agenda (or minutes, if the meeting is in minutes mode). - In the 'Meeting Information' area of the 'Meeting' tab, you can either view the meeting's information or click Edit to change the information as follows:
- Video Conferencing Link: Click on the video conferencing link to launch the virtual meeting.
- In the 'Scheduled Attendees' area, view the following information:
- Under the 'Meeting Items' area, view all of the meeting's items:
Note: You can also click View to see detail about the selected item. - You also have these options:
- Related Items. Click this tab to view any related items added to the meeting. See Add a Related Item to a Meeting.
- Emails. Click this tab to view any emails associated with the meeting. See Forward a Meeting by Email and Initiate an Email Communication Thread for a Meeting.
- Change History. Click this tab to view the meeting's history. See View the Change History of a Meeting.