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Procore

Add Meeting Minutes (iOS)

  1. Last updated
    Apr 3, 2025
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Objective

To add meeting minutes to a meeting on an iOS mobile device.

Background

When a meeting is in progress, you can convert your meeting from agenda to minutes mode. During your meeting, you can record official minutes to track items that are discussed and decisions that are made. 

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 'Manage Meeting Items' granular permission enabled on your permissions template.

Prerequisites

Steps

  1. Navigate to the Meetings tool on an iOS mobile device.
  2. Tap the meeting to which you want to add minutes.
  3. Tap the business item to which you want to add minutes.
  4. Tap the Minutes text box to add minutes to the meeting.

    meetings-ios-add-minutes.png
     
  5. Type your minutes into the text box.
  6. Tap Save. 
    Note: Your text will be displayed as official documented meeting minutes and will be sent when you distribute the meeting.

See Also