Add a Related Item to a Meeting

Objective

To add a related item to a meeting. 

Background

With the Meetings tool, you can add related items to a meeting using the Related Items tab.  To learn more about related items, see What are 'related items' in Procore?

Things to Consider

• Required User Permissions:
  • To add or delete a related item:
    • '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 Related Items for Meetings' granular permission enabled on your permissions template.
  • To view the title of the related item:
    • 'Read Only' level permissions or higher on the project's Meetings tool. 
• Additional Information:
  • You can only add existing items that already exist in Procore. You cannot create new items in other tools from the Meetings tool.
  • For a selection to appear in the 'Type' menu, the corresponding tool must be an active tool on the project. See Add and Remove Tools from a Project.
  • For a selection to appear in the 'Description' menu, you must be granted the appropriate permission to view that item in the corresponding Procore tool. 

Steps

1. Navigate to the project's Meetings tool. 
2. Click the Meeting Title.
3. Click the Related Items tab.
   
   
    
4. Click Edit.
   This reveals the 'Adding Related Items To:' area.
5. Select the item 'Type'.
6. Under the 'Description' field, select the item from the drop down list.
   Note: You can only add existing items that you have access to view.
7. Add notes. 
8. Click +Add.
9. Click Save.

See Also

• What are "related items" in Procore?