Meetings

The Meetings tool enables you to manage all aspects of your project meetings from agenda distribution to post-meeting approval of minutes. You can use customisable meeting templates and categories to streamline the entire process.

  • Create meetings and distribute agendas with attachments to attendees
  • Add event reminders to most third-party Calendar programs directly from Procore
  • Assign and track the status of action items
  • Create and distribute detailed meeting minutes in a consistent and easy-to-read format
  • Automatically carry over outstanding items to the next meeting

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Web

Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Site Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Meeting Settings
 
Meetings Overview (Mobile) - Speciality Contractor
 
View Meetings - Speciality Contractor
 
Create Meetings - Speciality Contractor
 

Meetings Mobile

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Speciality Contractor as Client - View Meetings

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Speciality Contractor as Client - Create Meetings

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Speciality Contractor as Client - Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Site Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Configure Meetings

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Owner - Create Meetings

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Owner - Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Speciality Contractor as Client - Configure Meetings

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Site Manager - Meetings (Web)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Site Manager - Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Web

Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Site Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Overview (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Site Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Web

Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Site Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Site Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Overview (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Web

Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Site Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Meetings: Overview (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Web

Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Site Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Meetings: Overview (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Site Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Web

Configure Meeting Settings
 
Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Site Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Meetings Mobile

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Site Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Web

Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Site Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Meetings - Create Meetings

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Meetings - Overview (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Meetings - View Meetings

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Site Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Web

Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Site Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Site Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Web

Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Site Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Site Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Web

Create Meetings
 
View Meetings
 

Mobile

Meetings Overview (Mobile)
 
View Meetings (Mobile) - Site Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Meeting Settings
 
Meetings Overview (Mobile) - Speciality Contractor
 
View Meetings - Speciality Contractor
 
Create Meetings - Speciality Contractor
 

Meetings Mobile

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Speciality Contractor as Client - View Meetings

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Speciality Contractor as Client - Create Meetings

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Speciality Contractor as Client - Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Site Worker - View Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Configure Meetings

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Owner - Create Meetings

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Owner - Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Speciality Contractor as Client - Configure Meetings

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Site Manager - Meetings (Web)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Site Manager - Meetings (Mobile)

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.


END
END
START
START



Create a Meeting
From a Template
Create a Meeting...
Do you want to create a meeting
based on a meeting template?
Do you want to create a meeting...
LEGEND
LEGEND
Optional Step
Optional Step


Create a Meeting
Create a Meeting


Customise the Meeting Agenda
Customise the Meeting Ag...


Create the
 Meeting Agenda
Create the...


Add Meeting Categories
Add Meeting Categories


Distribute Meeting Agenda
Distribute Meeting Agend...


Add Meeting Items
Add Meeting Items


Review Meeting Categories
Review Meeting Categorie...


Review Meeting Items
Review Meeting Items


Convert Meeting
to Minutes Mode
Convert Meeting...


Distribute Meeting Minutes
Distribute Meeting Minut...


Create a Follow-Up Meeting
Create a Follow-Up Meeti...


Add Meeting to Your Personal Calendar
Add Meeting to Your Pers...


Record Meeting Attendance
Record Meeting Attendanc...


Add Meeting Minutes
Add Meeting Minutes


Create Meeting Categories
Create Meeting Categorie...


Add Meeting Items
Add Meeting Items


Reorder Meeting Categories
Reorder Meeting Categori...
DURING MEETING
DURING MEETING
Are you setting up the Meetings tool for the first time?
Are you setting up the Meetings to...


Configure Settings: Meetings
Configure Settings: Meet...


View a Meeting
View a Meeting


Star Previous Minutes
Star Previous Minutes


Edit a Meeting
Edit a Meeting


Edit a Meeting Item
Edit a Meeting Item


Email a Meeting
Email a Meeting


Export a Meeting
Export a Meeting


Create a Meeting Template
Create a Meeting Templat...
Company Admin
Company Admin

Meetings

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions 

 |  |  The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

What granular permissions are available for the Project level Meetings tool?

 

Action None Read Only Standard Admin Notes

Add a Comment to a Meeting Item

 Web

  

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  • Add Comments to Meeting
 icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add a Meeting Category

 Web

  

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  • Manage Meeting Categories

icon-mindtouch-table-check.png

  • Manage Meeting Categories
 icon-mindtouch-table-check.png  

Add a Meeting Item

 Web     iOS     Android

  

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  • Manage Meeting Items

icon-mindtouch-table-check.png

  • Manage Meeting items
 icon-mindtouch-table-check.png  

Add a Meeting To Your Personal Calendar

 Web

   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add a Related Item to a Meeting

 Web

  

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  • Manage Related Items for Meetings

icon-mindtouch-table-check.png

  • Manage Related Items for Meetings
 icon-mindtouch-table-check.png  

Add Meeting Minutes

 Web     iOS     Android

  

icon-mindtouch-table-check.png

  • Manage Meeting Items

icon-mindtouch-table-check.png

  • Manage Meeting items
 icon-mindtouch-table-check.png  

Configure Advanced Settings: Meetings 

 Web

       icon-mindtouch-table-check.png  

Convert a Meeting from Agenda to Minutes Mode

 Web     iOS     Android

  

icon-mindtouch-table-check.png

  • Update Meeting

icon-mindtouch-table-check.png

  • Update Meeting
 icon-mindtouch-table-check.png  

Create a Follow-up Meeting

 Web

       icon-mindtouch-table-check.png  

Create a Meeting

 Web     iOS     Android

  

icon-mindtouch-table-check.png

  • Create Meeting

icon-mindtouch-table-check.png

  • Create Meeting
 icon-mindtouch-table-check.png  

Delete Any Meeting Comment

 Web

       icon-mindtouch-table-check.png  

Delete Own Meeting Comment

 Web

  

icon-mindtouch-table-check.png

  • Delete Own Comment on a Meeting
 icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Create a Meeting from a Template

 Web

  

icon-mindtouch-table-check.png

  • Create Meeting

icon-mindtouch-table-check.png

  • Create Meeting
 icon-mindtouch-table-check.png  

Delete a Meeting

 Web

       icon-mindtouch-table-check.png  

Delete a Meeting Category

 Web

  

icon-mindtouch-table-check.png

  • Manage Meeting Categories

icon-mindtouch-table-check.png

  • Manage Meeting Categories
 icon-mindtouch-table-check.png  

Delete a Meeting Item

 Web

  

icon-mindtouch-table-check.png

  • Manage Related Items for Meetings

icon-mindtouch-table-check.png

  • Manage Related Items for Meetings
 icon-mindtouch-table-check.png  

Distribute a Meeting Agenda

 Web

  

icon-mindtouch-table-check.png

  • Distribute Meeting

icon-mindtouch-table-check.png

  • Distribute Meeting
 icon-mindtouch-table-check.png  

Distribute and Redistribute Meeting Minutes

 Web

  

icon-mindtouch-table-check.png

  • Distribute Meeting

icon-mindtouch-table-check.png

  • Distribute Meeting
 icon-mindtouch-table-check.png  

Edit a Meeting

 Web     iOS     Android

  

icon-mindtouch-table-check.png

  • Update Meeting

icon-mindtouch-table-check.png

  • Update Meeting
 icon-mindtouch-table-check.png  

Edit a Meeting Item

 Web     iOS     Android

  

icon-mindtouch-table-check.png

  • Manage Meeting Items

icon-mindtouch-table-check.png

  • Manage Meeting Items
 icon-mindtouch-table-check.png  

Export a Meeting as a PDF

 Web

   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Forward a Meeting by Email

 Web

  

icon-mindtouch-table-check.png

  • Email Meeting

icon-mindtouch-table-check.png

  • Email Meeting
 icon-mindtouch-table-check.png  

Initiate an Email Communication Thread for a Meeting

 Web

   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Any person (even non-Procore users) with the email address for the meeting can initiate a communication thread.

Record Meeting Attendance

 Web     iOS     Android

       icon-mindtouch-table-check.png  

Reorder Meeting Categories

 Web

  

icon-mindtouch-table-check.png

  • Manage Meeting Categories

icon-mindtouch-table-check.png

  • Manage Meeting Categories
 icon-mindtouch-table-check.png  

Reorder Meeting Items

 Web

  

icon-mindtouch-table-check.png

  • Manage Meeting Items

icon-mindtouch-table-check.png

  • Manage Meeting Items
 icon-mindtouch-table-check.png  

Search for a Meeting

 Web     iOS     Android

   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Star Previous Minutes

 Web

       icon-mindtouch-table-check.png  

View a Meeting

 Web     iOS     Android

   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View Previous Minutes

 Web

   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View the Change History of a Meeting

 Web

       icon-mindtouch-table-check.png  

 

Below are the notable changes to the project's Meetings tool. 

Recent Changes

NEW FILTER OPTION FOR MEETING LIST VIEW (28/03/2024)

Procore's Meetings tool now allows you to filter the 'List' view of your meetings by the template field. See Search and Filter Meetings to learn more.