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 customizable 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
iOS
Android

Meetings

Important

Permissions

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

Action	Read Only	Standard	Notes
Add a Comment to a Meeting Item Web	Add Comments to Meeting
Add a Meeting Category Web	Manage Meeting Categories	Manage Meeting Categories
Add a Meeting Item Web iOS Android	Manage Meeting Items	Manage Meeting items
Add a Meeting To Your Personal Calendar Web
Add a Related Item to a Meeting Web	Manage Related Items for Meetings	Manage Related Items for Meetings
Add Meeting Minutes Web iOS Android	Manage Meeting Items	Manage Meeting items
Configure Advanced Settings: Meetings Web
Convert a Meeting from Agenda to Minutes Mode Web iOS Android	Update Meeting	Update Meeting
Create a Follow-up Meeting Web
Create a Meeting Web iOS Android	Create Meeting	Create Meeting
Delete Any Meeting Comment Web
Delete Own Meeting Comment Web	Delete Own Comment on a Meeting
Create a Meeting from a Template Web	Create Meeting	Create Meeting
Delete a Meeting Web
Delete a Meeting Category Web	Manage Meeting Categories	Manage Meeting Categories
Delete a Meeting Item Web	Manage Related Items for Meetings	Manage Related Items for Meetings
Distribute a Meeting Agenda Web	Distribute Meeting	Distribute Meeting
Distribute and Redistribute Meeting Minutes Web	Distribute Meeting	Distribute Meeting
Edit a Meeting Web iOS Android	Update Meeting	Update Meeting
Edit a Meeting Item Web iOS Android	Manage Meeting Items	Manage Meeting Items
Export a Meeting as a PDF Web
Forward a Meeting by Email Web	Email Meeting	Email Meeting
Initiate an Email Communication Thread for a Meeting Web			Any person (even non-Procore users) with the email address for the meeting can initiate a communication thread.
Record Meeting Attendance Web iOS Android
Reorder Meeting Categories Web	Manage Meeting Categories	Manage Meeting Categories
Reorder Meeting Items Web	Manage Meeting Items	Manage Meeting Items
Search for a Meeting Web iOS Android
Star Previous Minutes Web
View a Meeting Web iOS Android
View Previous Minutes Web
View the Change History of a Meeting Web

Wskazówka

Meetings

Important

Permissions

Recent Changes

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